Courage Miller Partners, LLC
CIK 1482106 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $379.0M
- 持仓
- 87
- 截至
- 2026年6月30日
按 13F 价值排名第 4504（共 9443） · 前 47.7%
投资组合价值同比（季度）：+7.0% 13F不披露现金
- 前十大持仓权重
- 62.17%
- 前二十五大持仓权重
- 86.92%
- 持仓高于 1%
- 19
- 有效持仓数量
- 18.9
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.17% 估计买入 $4296736 · 卖出 $6174120
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 91.6% 仍持有
- 新仓位
- 0
- 增加
- 20
- 减少
- 37
- 已结清
- 5
本页内容
行业细分
Industrials
0.8%
Technology
0.7%
Communication Services
0.7%
Retail
0.6%
Energy
0.4%
Healthcare
0.1%
Financial Services
0.1%
Consumer Staples
0.1%
Financials
0.1%
Consumer Discretionary
0.1%
其他/未映射
96.5%
完整投资组合 87 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $50948726 | 13.44% | 1731183 | $6459061 | 下跌 ×4 | ||
| SCHF | $34025488 | 8.98% | 1228357 | $3299379 | 下跌 ×5 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $28674190 | 7.57% | 594284 | $1058012 | 上涨 ×4 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $24413528 | 6.44% | 465818 | $903170 | 上涨 ×4 | ||
| SCHO | $20539719 | 5.42% | 850858 | $637511 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $19241875 | 5.08% | 262115 | $615802 | 上涨 ×2 | ||
| SCHM | $16785668 | 4.43% | 455266 | $2540684 | 下跌 ×1 | ||
| SCHD | $14849660 | 3.92% | 468296 | $447461 | 下跌 ×2 | ||
| RSP | $13205935 | 3.48% | 62067 | $1465476 | 上涨 ×6 | ||
| SCHA | $12954105 | 3.42% | 358542 | $2361729 | 下跌 ×1 | ||
| SCHH | $12283461 | 3.24% | 518727 | $1064343 | 下跌 ×1 | ||
| SCHG | $9344701 | 2.47% | 276144 | $1318697 | 上涨 ×2 | ||
| SCHV | $9341041 | 2.46% | 268344 | $1064908 | 下跌 ×3 | ||
| VWO | $9124037 | 2.41% | 152857 | $830062 | 下跌 ×1 | ||
| GLTR | $8295221 | 2.19% | 45792 | $-1576269 | 上涨 ×1 | ||
| SCHC | $8105257 | 2.14% | 168438 | $195568 | 下跌 ×4 | ||
| CWI | $7577649 | 2.00% | 186320 | $674933 | 下跌 ×4 | ||
| SCHE | $7555737 | 1.99% | 208377 | $682247 | 下跌 ×1 | ||
| BSV | $4350339 | 1.15% | 55838 | $27753 | 上涨 ×4 | ||
| MDYG | $3399273 | 0.90% | 30326 | $448764 | 下跌 ×4 | ||
| IVV | $3258761 | 0.86% | 4351 | $363437 | 下跌 ×1 | ||
| IGE | $3122503 | 0.82% | 55580 | $-340665 | 上涨 ×1 | ||
| MDYV | $2925183 | 0.77% | 30840 | $291571 | 下跌 ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $2748357 | 0.73% | 51690 | $15297 | 上涨 ×4 | ||
| AAPL Apple Inc. - Common Stock | $2366537 | 0.62% | 8179 | $291234 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2052950 | 0.54% | 5745 | $401043 | |||
| IMCG | $2013282 | 0.53% | 20481 | $271914 | 下跌 ×6 | ||
| IEFA | $2006594 | 0.53% | 20776 | $135566 | 上涨 ×3 | ||
| RSPG | $2005437 | 0.53% | 20472 | $-299235 | 下跌 ×1 | ||
| RSPM | $1937440 | 0.51% | 50140 | $-47848 | 下跌 ×1 | ||
| VTI | $1907818 | 0.50% | 5156 | $253925 | 上涨 ×1 | ||
| SLYV | $1894145 | 0.50% | 17360 | $225674 | 下跌 ×3 | ||
| SLYG | $1870479 | 0.49% | 15701 | $329375 | 下跌 ×4 | ||
| IMCV iShares Morningstar Mid-Cap Value ETF | $1595817 | 0.42% | 17464 | $26008 | 下跌 ×6 | ||
| SPY SPY | $1567470 | 0.41% | 2099 | $202406 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1489863 | 0.39% | 6251 | $187967 | |||
| XOM Exxon Mobil Corporation Common Stock | $1433500 | 0.38% | 10485 | $-351641 | 下跌 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1411136 | 0.37% | 5188 | $152423 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $1403100 | 0.37% | 12715 | $14946 | 上涨 ×4 | ||
| VYM | $1137816 | 0.30% | 7200 | $71496 | |||
| IJH | $1061606 | 0.28% | 13767 | $131554 | 下跌 ×1 | ||
| BIV | $942336 | 0.25% | 12286 | $-726 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $851478 | 0.22% | 910 | $-55482 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $838440 | 0.22% | 8785 | $76614 | 下跌 ×4 | ||
| GE GE Aerospace Common Stock | $813371 | 0.21% | 2176 | $195793 | |||
| IYR | $798526 | 0.21% | 7810 | $76320 | 上涨 ×6 | ||
| ACWI iShares MSCI ACWI ETF | $745608 | 0.20% | 4750 | $88350 | |||
| QQQ Invesco QQQ Trust, Series 1 | $743764 | 0.20% | 1010 | $160812 | |||
| SHYG | $711343 | 0.19% | 16773 | $4385 | 上涨 ×4 | ||
| IVW | $703935 | 0.19% | 5118 | $122503 | 下跌 ×4 | ||
| GEV GE Vernova Inc. Common Stock | $639124 | 0.17% | 544 | $164266 | |||
| IJR | $638999 | 0.17% | 4309 | $100670 | 下跌 ×4 | ||
| AOA | $621817 | 0.16% | 6371 | $-46001 | 下跌 ×6 | ||
| ILCG | $606164 | 0.16% | 5180 | $111578 | |||
| REZ | $595497 | 0.16% | 6289 | $70608 | 下跌 ×4 | ||
| IEMG | $584933 | 0.15% | 7061 | $90057 | 下跌 ×5 | ||
| BRKB | $577950 | 0.15% | 1155 | $-735058 | 下跌 ×1 | ||
| ISCG | $573934 | 0.15% | 8757 | $41716 | 下跌 ×6 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $543581 | 0.14% | 6607 | $27307 | 上涨 ×3 | ||
| ISCV | $540163 | 0.14% | 6897 | $-208 | 下跌 ×6 | ||
| STPZ | $537880 | 0.14% | 10084 | $-7731 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $510562 | 0.13% | 1445 | $96049 | |||
| VXUS Vanguard Total International Stock ETF | $477718 | 0.13% | 5588 | $46827 | |||
| TIP | $457089 | 0.12% | 4177 | $-3885 | |||
| BNDX Vanguard Total International Bond ETF | $442117 | 0.12% | 9129 | $3469 | |||
| DVY iShares Select Dividend ETF | $436957 | 0.12% | 2796 | $13396 | 下跌 ×2 | ||
| VEU | $431899 | 0.11% | 5157 | $42130 | 下跌 ×5 | ||
| EEM | $426742 | 0.11% | 6238 | $72486 | |||
| VB | $422852 | 0.11% | 1395 | $57474 | |||
| VV | $419226 | 0.11% | 1219 | $54928 | |||
| LLY Eli Lilly and Company Common Stock | $389815 | 0.10% | 325 | $90890 | |||
| SCHZ | $380720 | 0.10% | 16460 | $-1481 | |||
| VOO | $379119 | 0.10% | 552 | $-2715 | 下跌 ×1 | ||
| ICSH | $371662 | 0.10% | 7348 | $-294 | |||
| IVE | $349899 | 0.09% | 1541 | $23250 | 下跌 ×1 | ||
| ILCV | $325385 | 0.09% | 3214 | $26033 | |||
| VO | $321635 | 0.08% | 3992 | $35029 | 上涨 ×1 | ||
| V Visa Inc. | $319760 | 0.08% | 932 | $38072 | |||
| ICF | $298992 | 0.08% | 4421 | $24386 | 下跌 ×1 | ||
| AGG | $277639 | 0.07% | 2805 | $-813 | |||
| PM Philip Morris International Inc Common Stock | $271365 | 0.07% | 1500 | $23355 | |||
| IWR | $259693 | 0.07% | 2354 | $30814 | |||
| GRPM | $258121 | 0.07% | 1983 | $23671 | |||
| TRV The Travelers Companies, Inc. Common Stock | $249241 | 0.07% | 755 | $29023 | |||
| IXJ | $246934 | 0.07% | 2510 | $12149 | |||
| MCD McDonald's Corporation Common Stock | $237062 | 0.06% | 877 | $-37366 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $218203 | 0.06% | 585 | $1975 | 上涨 ×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）
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SCHX | 削减 | -4K | +$6.5M |
| SCHF | 削减 | -13K | +$3.3M |
| SCHM | 削减 | -5K | +$2.5M |
| SCHA | 削减 | -6K | +$2.4M |
| GLTR | 增持 | +659 | -$1.6M |
| RSP | 增持 | +893 | +$1.5M |
| SCHG | 增持 | +620 | +$1.3M |
| SCHV | 削减 | -3K | +$1.1M |
| SCHH | 削减 | -3K | +$1.1M |
| ISTB | 增持 | +24K | +$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 |
|---|---|---|---|---|
| GLD | 2026年6月30日 | 3201 | $1377358 | 不再跟踪 |
| GDX | 2026年6月30日 | 10450 | $958997 | 不再跟踪 |
| GLD | 2025年9月30日 | 1742 | $531014 | 不再跟踪 |
| SPUS | 2026年6月30日 | 8123 | $391204 | 不再跟踪 |
| UMMA | 2026年6月30日 | 9687 | $296945 | |
| SPGI | 2026年3月31日 | 458 | $239346 | 2.0% |
| ISRG | 2025年9月30日 | 438 | $238014 | -16.5% |
| CVX | 2026年6月30日 | 1110 | $229659 | 24.6% |
| VO | 2025年3月31日 | 866 | $228698 | 不再跟踪 |
| SCHB | 2025年12月31日 | 8075 | $207605 | 不再跟踪 |