13FBOX
STEPHEN J. GARRY & ASSOCIATES, LLC · 13F 持仓分析
期权收益计算器 机构排行

STEPHEN J. GARRY & ASSOCIATES, LLC

No.8441
最新持仓市值 (Q2 2026)
$1.37亿
环比变动 Q1 2026
+$1,273.8万+10.2%
持仓股票数
55
新买入
4
加仓
15
减仓
21
清仓
0
持股不变
15
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VUG
18.8%18.19%$2,576.9万29.9万股$2,261.7万5.2万股+24.7万股+477.73%加仓
IiShares黄金信托IAU
8.84%11.35%$1,212.2万16.1万股$1,411.5万16.0万股+421股+0.26%加仓
V先锋领航·TOTALBND
7.83%8.28%$1,073.3万14.6万股$1,029.3万14.0万股+6,431股+4.60%加仓
V先锋领航指数基金VOO
7.79%7.65%$1,067.4万1.6万股$951.3万1.6万股-378股-2.37%减仓
V先锋领航债券指数基金BIV
6.29%6.65%$862.2万11.2万股$826.5万10.7万股+5,321股+4.97%加仓
V先锋领航指数基金VTV
5.27%5.07%$722.4万3.3万股$630.1万3.2万股+1,031股+3.21%加仓
SSPDR标普500 ETFSPY
4.61%4.56%$631.9万8,462股$567.2万8,721股-259股-2.97%减仓
V先锋领航指数基金VBK
4.08%3.75%$559.6万1.5万股$466.2万1.5万股-120股-0.78%减仓
V先锋领航·S&PIVOG
3.97%3.74%$544.4万3.7万股$465.0万3.7万股+18股+0.05%加仓
IiShares安硕信托IVV
3.55%3.64%$486.5万6,496股$452.1万6,922股-426股-6.15%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
3.03%2.64%$414.7万1.1万股$328.8万1.0万股+50股+0.48%加仓
S道富XLI
1.93%1.6%$265.1万1.4万股$198.6万1.2万股+2,035股+16.57%加仓
IISHARES FUTURE AI & TECHETFARTY
1.9%1.3%$259.8万3.4万股$162.1万3.5万股-715股-2.05%减仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.49%1.55%$203.6万2.5万股$193.0万2.3万股+1,417股+6.06%加仓
V先锋领航斯科茨代尔基金BSV
1.48%1.7%$203.1万2.6万股$211.8万2.7万股-1,020股-3.82%减仓
IiShares安硕信托ITA
1.42%1.39%$195.0万8,042股$172.6万7,892股+150股+1.90%加仓
B贝莱德ETF信托BAI
1.18%0.85%$162.3万3.1万股$105.6万3.2万股-1,275股-3.98%减仓
S道富·EET SPDR S&P BIOTECH ETFXBI
1.06%0.69%$145.8万9,215股$86.2万6,745股+2,470股+36.62%加仓
苹果AAPL
1.04%1.05%$142.4万4,922股$130.0万5,121股-199股-3.89%减仓
I景顺QQQ信托VOO
1%0.87%$137.7万1,870股$107.9万1,870股00.00%持仓不变
IiShares安硕信托GVI
0.99%1.11%$136.4万1.3万股$137.6万1.3万股-290股-2.24%减仓
V先锋领航·MIDVO
0.92%0.92%$126.4万1.6万股$113.8万3,964股+1.2万股+295.71%加仓
V先锋领航市政债券基金VTEI
0.69%0.79%$94.2万9,325股$97.7万9,775股-450股-4.60%减仓
IiShares安硕信托USMV
0.67%0.71%$92.1万9,545股$88.5万9,545股00.00%持仓不变
IiShares安硕信托IVW
0.67%0.61%$92.0万6,690股$75.7万6,690股00.00%持仓不变
IiShares白银信托SLV
0.56%0.85%$77.1万1.4万股$106.2万1.6万股-1,155股-7.41%减仓
伯克希尔哈撒韦BRK.B
0.56%0.8%$77.1万1,541股$99.0万2,066股-525股-25.41%减仓
IiShares安硕·RUSSELLIWF
0.51%0.49%$70.3万5,660股$60.3万1,415股+4,245股+300.00%加仓
GGlobal X基金PAVE
0.51%0.49%$70.1万1.2万股$60.4万1.2万股00.00%持仓不变
英伟达NVDA
0.49%0.49%$66.8万3,337股$60.5万3,471股-134股-3.86%减仓
TTEMA ETF TRUSTCANC
0.48%$65.6万2.2万股$00股+2.2万股新买入
IiShares安硕信托IJK
0.46%0.45%$63.6万5,410股$55.9万5,560股-150股-2.70%减仓
V先锋领航全球基金VAW
0.45%0.49%$61.4万2,685股$60.5万2,685股00.00%持仓不变
V先锋领航指数基金VB
0.45%0.43%$61.3万2,021股$53.5万2,041股-20股-0.98%减仓
爱迪生联合电气ED
0.44%0.5%$60.3万5,452股$61.7万5,452股00.00%持仓不变
亚马逊AMZN
0.42%0.4%$57.0万2,393股$49.8万2,393股00.00%持仓不变
谷歌AGOOGL
0.37%0.33%$50.3万1,407股$40.4万1,407股00.00%持仓不变
GRAYSCALE BITCOIN TRUST ETFGBTC
0.34%0.43%$46.0万1.0万股$53.4万1.0万股00.00%持仓不变
VANECK URANIUM AND NUCLEAR ETFNLR
0.28%0.36%$38.3万3,300股$44.8万3,365股-65股-1.93%减仓
IiShares安硕·COREIJR
0.28%0.25%$37.8万2,546股$31.6万2,546股00.00%持仓不变
微软MSFT
0.27%0.29%$36.6万981股$35.8万966股+15股+1.55%加仓
IiShares安硕信托EFG
0.26%0.26%$36.0万2,890股$32.2万2,890股00.00%持仓不变
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.23%0.23%$31.8万608股$28.2万608股00.00%持仓不变
高盛GS
0.22%0.21%$30.5万302股$25.5万301股+1股+0.33%加仓
马拉松石油MPC
0.22%0.23%$30.3万1,185股$28.9万1,185股00.00%持仓不变
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.21%0.23%$28.4万1,937股$28.0万2,187股-250股-11.43%减仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
0.2%0.22%$27.2万5,640股$27.3万5,640股00.00%持仓不变
IiShares安硕信托NYF
0.19%0.2%$25.7万4,760股$25.3万4,760股00.00%持仓不变
IiShares安硕信托GVI
0.18%0.21%$24.7万2,317股$26.3万2,467股-150股-6.08%减仓
V先锋领航全球基金VFH
0.18%0.22%$24.5万1,860股$26.9万2,225股-365股-16.40%减仓

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