Causey Wealth LLC
CIK 2132639 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $255.8M
- 持仓
- 83
- 截至
- 2026年6月30日
按 13F 价值排名第 5664（共 9443） · 前 60.0%
投资组合价值同比（季度）：+8.6% 13F不披露现金
- 前十大持仓权重
- 49.43%
- 前二十五大持仓权重
- 81.82%
- 持仓高于 1%
- 27
- 有效持仓数量
- 28.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 2.36% 估计买入 $15259294 · 卖出 $5797280
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 82.2% 仍持有
- 新仓位
- 6
- 增加
- 31
- 减少
- 24
- 已结清
- 4
本页内容
行业细分
Technology
4.6%
Energy
1.1%
Healthcare
0.9%
Communication Services
0.8%
Retail
0.5%
Financial Services
0.4%
Industrials
0.3%
Consumer Discretionary
0.2%
其他/未映射
91.3%
完整投资组合 83 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $18789325 | 7.34% | 227336 | $1830261 | 上涨 ×6 | ||
| VYM | $16609307 | 6.49% | 105102 | $1417850 | 上涨 ×4 | ||
| JPST | $16510363 | 6.45% | 326485 | $1372111 | 上涨 ×6 | ||
| DFEM | $13188786 | 5.15% | 324527 | $1881365 | 下跌 ×6 | ||
| ISCF | $11886641 | 4.65% | 274582 | $442021 | 上涨 ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $11180722 | 4.37% | 192109 | $63890 | 上涨 ×4 | ||
| VOO | $11023658 | 4.31% | 16051 | $1780206 | 上涨 ×6 | ||
| IDEV | $9879922 | 3.86% | 110998 | $761841 | 上涨 ×1 | ||
| REET | $8834948 | 3.45% | 319875 | $1711927 | 上涨 ×6 | ||
| IJJ | $8557697 | 3.34% | 57928 | $741125 | 下跌 ×2 | ||
| IEMG | $8423414 | 3.29% | 101683 | $1311470 | 下跌 ×2 | ||
| BRKA | $7488500 | 2.93% | 10 | $307100 | |||
| DFIV | $7414428 | 2.90% | 137253 | $268222 | 上涨 ×5 | ||
| IJK | $6671752 | 2.61% | 56781 | $958886 | 上涨 ×4 | ||
| EFV | $6197394 | 2.42% | 80959 | $-140123 | 下跌 ×6 | ||
| VUG | $6034934 | 2.36% | 70060 | $1057440 | 上涨 ×1 | ||
| EDV | $6009281 | 2.35% | 92337 | $-2770327 | 下跌 ×1 | ||
| IJR | $5870449 | 2.29% | 39582 | $1131109 | 上涨 ×1 | ||
| VOE | $4585414 | 1.79% | 23206 | $108311 | 下跌 ×6 | ||
| VSS | $4573631 | 1.79% | 29643 | $155930 | 下跌 ×6 | ||
| DGS | $4352175 | 1.70% | 67257 | $270336 | 下跌 ×2 | ||
| VB | $3895277 | 1.52% | 12851 | $495048 | 下跌 ×6 | ||
| IJS | $3845608 | 1.50% | 28136 | $493563 | 下跌 ×6 | ||
| AAPL Apple Inc. - Common Stock | $3804844 | 1.49% | 13149 | $468205 | 上涨 ×4 | ||
| BRKB | $3712894 | 1.45% | 7420 | $161064 | 上涨 ×3 | ||
| XOM Exxon Mobil Corporation Common Stock | $2931972 | 1.15% | 21445 | $-687540 | 上涨 ×3 | ||
| JMST | $2600004 | 1.02% | 50980 | $785760 | 上涨 ×3 | ||
| MGK | $2422203 | 0.95% | 27553 | $336988 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2413886 | 0.94% | 12064 | $-51084 | 下跌 ×2 | ||
| VOT | $2339670 | 0.91% | 7638 | $375237 | 上涨 ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2203357 | 0.86% | 23596 | $114410 | 下跌 ×2 | ||
| MGV | $1780768 | 0.70% | 10895 | $141991 | 下跌 ×1 | ||
| VTV | $1751102 | 0.68% | 8035 | $166596 | 下跌 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $1688797 | 0.66% | 4527 | $14779 | 上涨 ×3 | ||
| IWS | $1212443 | 0.47% | 7366 | $23767 | 下跌 ×2 | ||
| VNQ | $1126457 | 0.44% | 11682 | $84437 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1085639 | 0.42% | 4555 | $136969 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1017767 | 0.40% | 2880 | $191502 | |||
| DON | $1010834 | 0.40% | 17885 | $67296 | 下跌 ×6 | ||
| VWO | $1006278 | 0.39% | 16858 | $84549 | 下跌 ×6 | ||
| EFG | $1002256 | 0.39% | 8055 | $82165 | 下跌 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $992198 | 0.39% | 11606 | $95014 | 下跌 ×1 | ||
| VEA | $990364 | 0.39% | 13900 | $99686 | 上涨 ×2 | ||
| VTI | $920030 | 0.36% | 2486 | $127736 | 上涨 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $813495 | 0.32% | 2893 | $112300 | |||
| CAT Caterpillar, Inc. Common Stock | $752884 | 0.29% | 707 | $252003 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $727613 | 0.28% | 8419 | $-26436 | 下跌 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $627821 | 0.25% | 1662 | $113415 | |||
| IAUM | $624116 | 0.24% | 15599 | $-104357 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $614245 | 0.24% | 1719 | $120044 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $614152 | 0.24% | 7771 | $17111 | 上涨 ×3 | ||
| AMAT Applied Materials, Inc. - Common Stock | $536837 | 0.21% | 743 | $283053 | |||
| QUAL | $518733 | 0.20% | 2364 | $65294 | |||
| DFAI | $479829 | 0.19% | 11632 | $31789 | 上涨 ×1 | ||
| SCHD | $478357 | 0.19% | 15085 | $19169 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $461810 | 0.18% | 967 | $135012 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $456828 | 0.18% | 811 | $-7169 | |||
| WDC Western Digital Corporation - Common Stock | $452214 | 0.18% | 708 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $425973 | 0.17% | 1176 | $12081 | |||
| TSLA Tesla, Inc. - Common Stock | $419759 | 0.16% | 998 | $48752 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $418429 | 0.16% | 7262 | $-22004 | |||
| MA Mastercard Incorporated Common Stock | $413962 | 0.16% | 806 | $11236 | |||
| IWD | $397032 | 0.16% | 1638 | $47483 | 上涨 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $387416 | 0.15% | 323 | $90330 | |||
| VIG | $385834 | 0.15% | 1631 | $36555 | 上涨 ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $376205 | 0.15% | 946 | $-65423 | 下跌 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $375144 | 0.15% | 325 | 上涨 ×1 | |||
| VYMI Vanguard International High Dividend Yield ETF | $358927 | 0.14% | 3655 | $17989 | 上涨 ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $353420 | 0.14% | 6462 | $60989 | 上涨 ×1 | ||
| V Visa Inc. | $347550 | 0.14% | 1013 | $41381 | |||
| SYK Stryker Corporation Common Stock | $344433 | 0.13% | 1094 | $-14065 | 上涨 ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $320334 | 0.13% | 435 | $69261 | |||
| DES | $266993 | 0.10% | 6563 | $31147 | 上涨 ×1 | ||
| URTH | $260392 | 0.10% | 1285 | $29066 | |||
| SNDK Sandisk Corporation - Common Stock | $256931 | 0.10% | 113 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $248087 | 0.10% | 977 | $9310 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $234754 | 0.09% | 118 | 上涨 ×1 | |||
| VDE | $218700 | 0.09% | 1457 | $-144345 | 下跌 ×3 | ||
| IGF iShares Global Infrastructure ETF | $214608 | 0.08% | 3222 | $7464 | 上涨 ×1 | ||
| AB AllianceBernstein Holding L.P. Units | $212553 | 0.08% | 6035 | $-13397 | |||
| 未知发行人 (CUSIP: 02072Q275) | $207282 | 0.08% | 3641 | 上涨 ×1 | |||
| IVV | $205945 | 0.08% | 275 | ||||
| COST Costco Wholesale Corporation - Common Stock | $201529 | 0.08% | 215 | $-27083 | 下跌 ×2 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VCIT | $18789325 | 7.34% | 上涨 ×6 |
| VYM | $16609307 | 6.49% | 上涨 ×4 |
| JPST | $16510363 | 6.45% | 上涨 ×6 |
| VGSH | $11180722 | 4.37% | 上涨 ×4 |
| VOO | $11023658 | 4.31% | 上涨 ×6 |
| REET | $8834948 | 3.45% | 上涨 ×6 |
| DFIV | $7414428 | 2.90% | 上涨 ×5 |
| IJK | $6671752 | 2.61% | 上涨 ×4 |
| AAPL | $3804844 | 1.49% | 上涨 ×4 |
| BRKB | $3712894 | 1.45% | 上涨 ×3 |
| XOM | $2931972 | 1.15% | 上涨 ×3 |
| JMST | $2600004 | 1.02% | 上涨 ×3 |
| MSFT | $1688797 | 0.66% | 上涨 ×3 |
| VCSH | $614152 | 0.24% | 上涨 ×3 |
| IWD | $397032 | 0.16% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| EDV | 削减 | -43K | -$2.8M |
| DFEM | 削减 | -3K | +$1.9M |
| VCIT | 增持 | +22K | +$1.8M |
| VOO | 增持 | +582 | +$1.8M |
| REET | 增持 | +37K | +$1.7M |
| VYM | 增持 | +3K | +$1.4M |
| JPST | 增持 | +27K | +$1.4M |
| IEMG | 削减 | -280 | +$1.3M |
| IJR | 增持 | +1K | +$1.1M |
| VUG | 增持 | +59K | +$1.1M |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| SLV | 2025年12月31日 | 21748 | $921463 | 不再跟踪 |
| RIVN | 2025年12月31日 | 47781 | $701425 | -20.3% |
| JAAA | 2026年6月30日 | 8400 | $423108 | 不再跟踪 |
| IWM | 2025年3月31日 | 1881 | $415626 | 不再跟踪 |
| SCZ | 2025年3月31日 | 5055 | $307091 | |
| SLB | 2025年9月30日 | 8741 | $295447 | 57.5% |
| TBIL | 2026年6月30日 | 5800 | $289188 | |
| USHY | 2025年3月31日 | 7607 | $279879 | 不再跟踪 |
| IGF | 2025年3月31日 | 5087 | $265899 | |
| IAU | 2025年12月31日 | 3497 | $254477 | 不再跟踪 |
| TSLA | 2025年3月31日 | 611 | $246746 | 33.2% |
| NFLX | 2026年6月30日 | 2530 | $243260 | 13.0% |
| ICSH | 2025年3月31日 | 4725 | $238282 | 不再跟踪 |
| KHC | 2025年9月30日 | 8939 | $230805 | -1.3% |
| VBR | 2025年3月31日 | 1141 | $226099 | 不再跟踪 |
| VWOB | 2025年6月30日 | 3485 | $223767 | |
| WFC | 2026年3月31日 | 2373 | $221164 | 7.0% |
| GOOGL | 2025年3月31日 | 1163 | $220176 | 121.8% |
| IVV | 2026年3月31日 | 319 | $218496 | 不再跟踪 |
| XLE | 2025年6月30日 | 2194 | $204998 | 不再跟踪 |
| IEFA | 2026年6月30日 | 2228 | $201661 | 不再跟踪 |
| RFL | 2025年12月31日 | 12562 | $17084 | 50.8% |