Seven Post Investment Office LP
San Francisco CA · SEC CIK 0001554308
$3.52亿2026Q2 申报市值
42持仓数
78.9%前十大占比 · 第一大 23.5%
5 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ORCL 新建仓+$831.26万
LII 新建仓+$171.88万
BRK/B 加仓+$87.12万
VNQ 加仓+$71.58万
GLDM 加仓+$70.26万
2026Q2 卖出最多 按季末市值估算
GOOGL 减仓-$57.18万
VEA 减仓-$23.56万
IEFA 减仓-$18.92万
VTI 减仓-$12.10万
VWO 减仓-$10.56万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $20.88万 | 0.06% | 304 | -48 | -13.6% | -$3.30万 | 重新持有 |
| PEB | PEBBLEBROOK HOTEL TR | $23.29万 | 0.07% | 12,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.44万 | 0.07% | 720 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $28.60万 | 0.08% | 1,200 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $30.34万 | 0.09% | 300 | 300 | — | $30.34万 | 新建仓 |
| SKT | TANGER INC | $31.58万 | 0.09% | 8,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $31.62万 | 0.09% | 338 | 338 | — | $31.62万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $36.56万 | 0.10% | 1,117 | 1,117 | — | $36.56万 | 新建仓 |
| ACWI | ISHARES TR | $39.15万 | 0.11% | 2,494 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $41.44万 | 0.12% | 2,532 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $47.56万 | 0.14% | 1,275 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $54.72万 | 0.16% | 6,606 | -718 | -9.8% | -$5.95万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $58.96万 | 0.17% | 7,461 | -313 | -4.0% | -$2.47万 | 减仓 |
| GOOGL | ALPHABET INC | $69.33万 | 0.20% | 1,940 | -1,600 | -45.2% | -$57.18万 | 减仓 |
| SGOL | ETFS GOLD TR | $76.82万 | 0.22% | 20,093 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $82.38万 | 0.23% | 1,100 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $83.19万 | 0.24% | 7,825 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $93.41万 | 0.27% | 6,298 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $101.91万 | 0.29% | 5,093 | 2,173 | 74.4% | $43.48万 | 加仓 |
| EFA | ISHARES TR | $117.05万 | 0.33% | 11,268 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $130.69万 | 0.37% | 3,800 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $171.88万 | 0.49% | 3,000 | 3,000 | — | $171.88万 | 新建仓 |
| AAPL | APPLE INC | $172.20万 | 0.49% | 5,951 | 1,000 | 20.2% | $28.94万 | 加仓 |
| IEFA | ISHARES TR | $179.14万 | 0.51% | 18,548 | -1,959 | -9.6% | -$18.92万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $364.79万 | 1.04% | 61,114 | -1,769 | -2.8% | -$10.56万 | 减仓 |
| WMB | WILLIAMS COS INC | $459.12万 | 1.30% | 61,760 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $630.18万 | 1.79% | 79,348 | 8,847 | 12.5% | $70.26万 | 加仓 |
| SLV | ISHARES SILVER TR | $668.70万 | 1.90% | 125,061 | 5,560 | 4.7% | $29.73万 | 加仓 |
| ORCL | ORACLE CORP | $831.26万 | 2.36% | 56,722 | 56,722 | — | $831.26万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $852.81万 | 2.42% | 17,043 | 1,741 | 11.4% | $87.12万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $890.02万 | 2.53% | 566,170 | 10,305 | 1.9% | $16.20万 | 加仓 |
| PSA | PUBLIC STORAGE | $979.76万 | 2.78% | 30,780 | 283 | 0.9% | $9.01万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,101.51万 | 3.13% | 70,182 | 79 | 0.1% | $1.24万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,128.44万 | 3.20% | 306,976 | 2,368 | 0.8% | $8.70万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1,277.78万 | 3.63% | 198,260 | 1,676 | 0.9% | $10.80万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,402.72万 | 3.98% | 196,873 | -3,307 | -1.7% | -$23.56万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,572.59万 | 4.46% | 21 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1,699.88万 | 4.83% | 45,938 | -327 | -0.7% | -$12.10万 | 减仓 |
| PLD | PROLOGIS INC. | $2,034.55万 | 5.78% | 150,185 | 1,147 | 0.8% | $15.54万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $4,097.43万 | 11.63% | 603,185 | 10,095 | 1.7% | $68.58万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,220.55万 | 14.82% | 69,908 | 97 | 0.1% | $7.24万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $8,267.55万 | 23.47% | 857,363 | 7,423 | 0.9% | $71.58万 | 加仓 |