WestHill Financial Advisors, Inc. 13F 持仓 · 2026年Q2
WestHill Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 5.87 亿美元。前几大持仓：VOO（18.04%）、VONG（14.26%）、VONV（13.57%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $105.9M | 18.04% | 154,260 | 减持 |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | $83.7M | 14.26% | 655,188 | 增持 |
| 3 | VONV | VANGUARD SCOTTSDALE FDS | $79.7M | 13.57% | 749,559 | 减持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $78.0M | 13.27% | 1.1M | 增持 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $41.6M | 7.09% | 914,982 | 增持 |
| 6 | SCHR | SCHWAB STRATEGIC TR | $31.8M | 5.42% | 1.3M | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $16.9M | 2.88% | 283,550 | 增持 |
| 8 | SCHI | SCHWAB STRATEGIC TR | $14.8M | 2.51% | 652,028 | 增持 |
| 9 | IWS | ISHARES TR | $12.3M | 2.10% | 74,979 | 减持 |
| 10 | IWP | ISHARES TR | $12.3M | 2.09% | 83,725 | 增持 |
| 11 | VTWG | VANGUARD SCOTTSDALE FDS | $11.9M | 2.03% | 41,503 | 减持 |
| 12 | VTWV | VANGUARD SCOTTSDALE FDS | $11.3M | 1.93% | 57,957 | 减持 |
| 13 | AAPL | APPLE INC | $10.5M | 1.79% | 36,276 | 减持 |
| 14 | MINT | PIMCO ETF TR | $8.3M | 1.41% | 81,971 | 增持 |
| 15 | VNQ | VANGUARD INDEX FDS | $7.9M | 1.35% | 82,017 | 减持 |
| 16 | NRIX | NURIX THERAPEUTICS INC | $5.3M | 0.90% | 218,333 | 减持 |
| 17 | IVV | ISHARES TR | $4.2M | 0.71% | 5,605 | 减持 |
| 18 | DFAC | DIMENSIONAL ETF TRUST | $3.8M | 0.65% | 86,551 | 持平 |
| 19 | AMZN | AMAZON COM INC | $3.0M | 0.51% | 12,664 | 减持 |
| 20 | IWD | ISHARES TR | $2.4M | 0.41% | 9,980 | 持平 |
| 21 | MSFT | MICROSOFT CORP | $2.3M | 0.40% | 6,267 | 减持 |
| 22 | TCBK | TRICO BANCSHARES | $1.9M | 0.33% | 35,950 | 新建仓 |
| 23 | IWR | ISHARES TR | $1.9M | 0.32% | 17,047 | 减持 |
| 24 | VTWO | VANGUARD SCOTTSDALE FDS | $1.8M | 0.31% | 14,768 | 减持 |
| 25 | AGG | ISHARES TR | $1.7M | 0.30% | 17,524 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR