Pathstone Holdings, LLC
ENGLEWOOD NJ · SEC CIK 0002011612
$343.33亿2026Q2 申报市值
2,330持仓数
30.7%前十大占比 · 第一大 5.2%
192 / 101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
VUG 加仓+$12.78亿
VTV 加仓+$11.28亿
IXUS 加仓+$5.12亿
IEFA 加仓+$4.66亿
IEMG 加仓+$2.10亿
2026Q2 卖出最多 按季末市值估算
CRWD 减仓-$9,924.22万
SPY 减仓-$1,786.93万
IJR 减仓-$1,479.59万
MSFT 减仓-$1,220.55万
HON 减仓-$1,101.84万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $1.94亿 | 0.56% | 2,401,779 | 9,939 | 0.4% | $80.08万 | 加仓 |
| IWR | ISHARES TR | $2.10亿 | 0.61% | 1,904,250 | -745 | -0.0% | -$8.22万 | 减仓 |
| AVGO | BROADCOM INC | $2.23亿 | 0.65% | 589,031 | 26,958 | 4.8% | $1,021.18万 | 加仓 |
| TSLA | TESLA INC | $2.25亿 | 0.65% | 532,816 | 28,118 | 5.6% | $1,184.80万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2.25亿 | 0.66% | 1,425,288 | 26,177 | 1.9% | $413.68万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.31亿 | 0.67% | 309 | 24 | 8.4% | $1,797.24万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.48亿 | 0.72% | 495,630 | 91,798 | 22.7% | $4,599.35万 | 加仓 |
| IWM | ISHARES TR | $2.49亿 | 0.72% | 827,314 | 40,795 | 5.2% | $1,225.69万 | 加仓 |
| IGF | ISHARES TR | $2.53亿 | 0.74% | 3,794,635 | 71,968 | 1.9% | $479.31万 | 加仓 |
| KO | COCA COLA CO | $2.72亿 | 0.79% | 3,344,686 | 70,897 | 2.2% | $576.44万 | 加仓 |
| VV | VANGUARD INDEX FDS | $2.86亿 | 0.83% | 831,081 | -5,477 | -0.7% | -$188.36万 | 减仓 |
| IJR | ISHARES TR | $3.32亿 | 0.97% | 2,241,453 | -99,763 | -4.3% | -$1,479.59万 | 减仓 |
| GOOG | ALPHABET INC | $3.37亿 | 0.98% | 953,309 | 100,268 | 11.8% | $3,548.99万 | 加仓 |
| IEMG | ISHARES INC | $3.39亿 | 0.99% | 4,092,944 | 2,529,994 | 161.9% | $2.10亿 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.44亿 | 1.00% | 929,387 | 96,355 | 11.6% | $3,565.52万 | 加仓 |
| GOOGL | ALPHABET INC | $3.51亿 | 1.02% | 978,356 | 72,766 | 8.0% | $2,607.23万 | 加仓 |
| AMZN | AMAZON COM INC | $3.70亿 | 1.08% | 1,549,912 | 63,809 | 4.3% | $1,524.90万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.91亿 | 1.14% | 5,486,055 | 147,288 | 2.8% | $1,049.43万 | 加仓 |
| IWB | ISHARES TR | $4.64亿 | 1.35% | 1,132,924 | 20,883 | 1.9% | $855.08万 | 加仓 |
| IXUS | ISHARES TR | $5.14亿 | 1.50% | 5,389,360 | 5,365,208 | 22,214.3% | $5.12亿 | 加仓 |
| IEFA | ISHARES TR | $5.19亿 | 1.51% | 5,376,316 | 4,829,588 | 883.4% | $4.66亿 | 加仓 |
| IJH | ISHARES TR | $5.45亿 | 1.59% | 7,069,013 | -16,074 | -0.2% | -$123.95万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5.97亿 | 1.74% | 849,491 | 9,295 | 1.1% | $653.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $6.35亿 | 1.85% | 1,699,477 | -32,668 | -1.9% | -$1,220.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7.04亿 | 2.05% | 3,507,777 | 82,839 | 2.4% | $1,661.96万 | 加仓 |
| AAPL | APPLE INC | $8.51亿 | 2.48% | 2,933,907 | 23,261 | 0.8% | $674.38万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $11.38亿 | 3.31% | 5,221,598 | 5,173,834 | 10,832.1% | $11.28亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $12.99亿 | 3.78% | 1,891,310 | 225,897 | 13.6% | $1.55亿 | 加仓 |
| VUG | VANGUARD INDEX FDS | $13.57亿 | 3.95% | 15,758,373 | 14,833,065 | 1,603.0% | $12.78亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $16.08亿 | 4.68% | 2,152,900 | -23,921 | -1.1% | -$1,786.93万 | 减仓 |
| IVV | ISHARES TR | $17.99亿 | 5.24% | 2,401,692 | 101,923 | 4.4% | $7,632.89万 | 加仓 |