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Bishop & Co Investment Management, LLC · 13F 持仓分析
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Bishop & Co Investment Management, LLC

No.5514 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.25亿
环比变动 Q1 2026
+$3,328.0万+11.4%
持仓股票数
26
新买入
0
加仓
8
减仓
9
清仓
0
持股不变
9
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VTV
18.9%18.89%$6,137.9万28.2万股$5,505.6万28.1万股+1,030股+0.37%加仓
IiShares安硕信托IEFA
14.62%15.17%$4,749.9万49.2万股$4,422.6万48.9万股+3,289股+0.67%加仓
V先锋领航指数基金VUG
14.07%13.16%$4,568.7万53.0万股$3,837.2万8.8万股+44.3万股+503.74%加仓
V先锋领航斯科茨代尔基金VCIT
13.57%14.72%$4,408.6万53.3万股$4,290.7万51.9万股+1.5万股+2.87%加仓
B贝莱德ETF信托DYNF
9%8.52%$2,924.7万43.0万股$2,482.9万42.7万股+3,272股+0.77%加仓
V先锋领航指数基金VOO
4.99%4.85%$1,619.2万2.4万股$1,413.0万2.4万股-72股-0.30%减仓
IiShares安硕信托IWS
4.7%4.63%$1,526.9万9.3万股$1,349.8万9.3万股+150股+0.16%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
4.65%4.47%$1,509.9万10.3万股$1,302.4万10.2万股+1,478股+1.45%加仓
V先锋领航·FSTEVWO
4.35%4.38%$1,413.9万23.7万股$1,277.1万23.6万股+581股+0.25%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
2.99%2.92%$972.7万27.9万股$852.3万27.9万股00.00%持仓不变
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
2.59%2.49%$839.9万24.8万股$726.2万24.9万股-1,091股-0.44%减仓
S嘉信策略信托SCHF
1.63%1.62%$530.0万19.1万股$473.5万19.1万股00.00%持仓不变
S嘉信策略信托SCHE
1.36%1.38%$440.7万12.2万股$401.4万12.2万股-277股-0.23%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.36%0.32%$115.5万2,931股$93.1万2,967股-36股-1.21%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.35%0.36%$113.0万5,721股$105.4万5,721股00.00%持仓不变
V先锋领航·SMALLVBR
0.31%0.32%$101.2万4,164股$92.8万4,269股-105股-2.46%减仓
ERIE INDTYERIE
0.26%0.35%$85.8万3,577股$101.7万4,048股-471股-11.64%减仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.26%0.33%$84.5万3,821股$97.1万5,123股-1,302股-25.41%减仓
V先锋领航指数基金VBK
0.25%0.23%$79.9万2,185股$67.8万2,244股-59股-2.63%减仓
埃克森美孚XOM
0.16%0.22%$52.1万3,812股$64.7万3,812股00.00%持仓不变
I景顺QQQ信托VOO
0.13%0.11%$41.7万566股$32.7万566股00.00%持仓不变
宝洁PG
0.13%0.14%$40.8万2,782股$40.2万2,782股00.00%持仓不变
V先锋领航指数基金VOT
0.12%0.11%$38.6万1,260股$32.4万1,260股00.00%持仓不变
罗克韦尔自动化ROK
0.1%0.11%$33.7万680股$32.9万918股-238股-25.93%减仓
雪佛龙CVX
0.09%0.12%$28.1万1,697股$35.1万1,697股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.07%0.07%$22.0万440股$21.1万440股00.00%持仓不变

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