Veery Capital, LLC
CIK 1844375 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $372.3M
- 持仓
- 100
- 截至
- 2026年6月30日
按 13F 价值排名第 4546（共 9443） · 前 48.1%
投资组合价值同比（季度）：+14.2% 13F不披露现金
- 前十大持仓权重
- 73.49%
- 前二十五大持仓权重
- 88.98%
- 持仓高于 1%
- 15
- 有效持仓数量
- 15.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.81% 估计买入 $36098160 · 卖出 $2812782
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 80.6% 仍持有
- 新仓位
- 13
- 增加
- 43
- 减少
- 36
- 已结清
- 9
本页内容
行业细分
Technology
3.8%
Communication Services
1.2%
Healthcare
0.9%
Retail
0.8%
Industrials
0.8%
Financials
0.8%
Financial Services
0.8%
Consumer Discretionary
0.7%
Energy
0.5%
Utilities
0.3%
Communications
0.1%
Consumer Staples
0.1%
其他/未映射
89.3%
完整投资组合 100 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHG | $46773065 | 12.56% | 1382183 | $7422138 | 上涨 ×2 | ||
| SCHV | $41636449 | 11.18% | 1196106 | $6000027 | 上涨 ×6 | ||
| IDEV | $38606944 | 10.37% | 433737 | $3584706 | 上涨 ×6 | ||
| VTV | $30295821 | 8.14% | 139016 | $3338480 | 上涨 ×6 | ||
| VUG | $29891259 | 8.03% | 347008 | $4510209 | 上涨 ×6 | ||
| BND Vanguard Total Bond Market ETF | $22063808 | 5.93% | 300556 | $864629 | 上涨 ×6 | ||
| IEMG | $21302899 | 5.72% | 257157 | $3585348 | 上涨 ×6 | ||
| VBK | $15199359 | 4.08% | 41562 | $2777893 | 上涨 ×6 | ||
| VBR | $13978575 | 3.75% | 57527 | $1788011 | 上涨 ×6 | ||
| IEFA | $13883340 | 3.73% | 143750 | $541700 | 下跌 ×1 | ||
| MUB | $12247723 | 3.29% | 113805 | $776306 | 上涨 ×1 | ||
| VEA | $8811355 | 2.37% | 123668 | $991147 | 上涨 ×3 | ||
| BNDX Vanguard Total International Bond ETF | $5078387 | 1.36% | 104860 | $232946 | 上涨 ×6 | ||
| HYD | $4797416 | 1.29% | 93136 | $152528 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3728634 | 1.00% | 12886 | $456331 | 下跌 ×1 | ||
| VOO | $3350534 | 0.90% | 4878 | $506726 | 上涨 ×5 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $2774104 | 0.75% | 55228 | $99146 | 上涨 ×5 | ||
| SPHY | $2744350 | 0.74% | 117080 | $118189 | 上涨 ×6 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2744138 | 0.74% | 3726 | $593321 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $2236634 | 0.60% | 6330 | $408453 | 下跌 ×5 | ||
| EMLC | $2025831 | 0.54% | 79258 | $104469 | 上涨 ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $1925135 | 0.52% | 28631 | $114285 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1792685 | 0.48% | 4806 | $8320 | 下跌 ×3 | ||
| IWN | $1703745 | 0.46% | 7702 | $235207 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1694503 | 0.46% | 8469 | $224470 | 上涨 ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1647534 | 0.44% | 4610 | $364976 | 上涨 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1622482 | 0.44% | 2793 | $1059795 | 上涨 ×2 | ||
| IWO | $1580420 | 0.42% | 4012 | $309056 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1571614 | 0.42% | 6594 | $218067 | 上涨 ×2 | ||
| SCHX | $1517390 | 0.41% | 51559 | $207805 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1410272 | 0.38% | 3353 | $168999 | 上涨 ×6 | ||
| DKNG DraftKings Inc. - Class A Common Stock | $1304452 | 0.35% | 51641 | $187974 | |||
| APH Amphenol Corporation Common Stock | $1286431 | 0.35% | 7296 | $348535 | 下跌 ×6 | ||
| SCHO | $1208427 | 0.32% | 50059 | $-24440 | 下跌 ×1 | ||
| VWO | $1137793 | 0.31% | 19062 | $129516 | 上涨 ×3 | ||
| BPOP Popular, Inc. - Common Stock | $1019065 | 0.27% | 6207 | $186674 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $883084 | 0.24% | 944 | $-69503 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $873959 | 0.23% | 2670 | $63186 | 下跌 ×2 | ||
| USMV | $868815 | 0.23% | 9007 | $142661 | 上涨 ×2 | ||
| VTEB | $776359 | 0.21% | 15349 | $16075 | 上涨 ×6 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $772708 | 0.21% | 1618 | $230298 | 上涨 ×2 | ||
| V Visa Inc. | $755827 | 0.20% | 2203 | $89992 | |||
| MA Mastercard Incorporated Common Stock | $725717 | 0.19% | 1413 | $20197 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $717886 | 0.19% | 1900 | $138080 | 上涨 ×6 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $700652 | 0.19% | 2821 | $-91860 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $641708 | 0.17% | 1139 | $-9923 | |||
| XOM Exxon Mobil Corporation Common Stock | $630553 | 0.17% | 4612 | $-171260 | 下跌 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $587534 | 0.16% | 509 | 上涨 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $561048 | 0.15% | 776 | $289667 | 下跌 ×2 | ||
| SUB | $555667 | 0.15% | 5219 | $328076 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $537775 | 0.14% | 505 | $177169 | 下跌 ×1 | ||
| IVW | $516288 | 0.14% | 3754 | $108866 | 上涨 ×3 | ||
| IVE | $483184 | 0.13% | 2128 | $65952 | 上涨 ×4 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $455344 | 0.12% | 1145 | $-81709 | 下跌 ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $446022 | 0.12% | 1123 | $87478 | 下跌 ×1 | ||
| SPDW | $438847 | 0.12% | 8709 | $41281 | |||
| JNJ Johnson & Johnson Common Stock | $429463 | 0.12% | 1691 | $98002 | 上涨 ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $411814 | 0.11% | 207 | $135761 | 下跌 ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $400379 | 0.11% | 1566 | $16040 | 下跌 ×2 | ||
| BAC Bank of America Corporation Common Stock | $390035 | 0.10% | 6845 | $27618 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $379983 | 0.10% | 3235 | $126729 | 下跌 ×2 | ||
| HYMB | $371679 | 0.10% | 14610 | $22414 | 上涨 ×6 | ||
| LLY Eli Lilly and Company Common Stock | $369424 | 0.10% | 308 | $84295 | 下跌 ×2 | ||
| EXC Exelon Corporation - Common Stock | $366713 | 0.10% | 7866 | $-19172 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $351474 | 0.09% | 940 | $73038 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $342324 | 0.09% | 2664 | $21511 | 下跌 ×1 | ||
| PM Philip Morris International Inc Common Stock | $341015 | 0.09% | 1885 | $35467 | 上涨 ×1 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $338851 | 0.09% | 1787 | 上涨 ×1 | |||
| AXP American Express Company Common Stock | $334191 | 0.09% | 988 | $27476 | 下跌 ×4 | ||
| SCHA | $330869 | 0.09% | 9158 | $62706 | 下跌 ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $327164 | 0.09% | 755 | 上涨 ×1 | |||
| CMI Cummins Inc. Common Stock | $316665 | 0.09% | 444 | $71866 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $312424 | 0.08% | 1111 | $87971 | 上涨 ×1 | ||
| EFAV | $301547 | 0.08% | 3438 | $32828 | 上涨 ×2 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $294331 | 0.08% | 2330 | $-35861 | 下跌 ×2 | ||
| WMT Walmart Inc. - Common Stock | $293796 | 0.08% | 2594 | $-32066 | 下跌 ×2 | ||
| DHR Danaher Corporation Common Stock | $292006 | 0.08% | 1533 | $-22730 | 下跌 ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $289510 | 0.08% | 671 | 上涨 ×1 | |||
| C Citigroup, Inc. Common Stock | $286918 | 0.08% | 2050 | $56015 | 上涨 ×1 | ||
| DXCM DexCom, Inc. - Common Stock | $267447 | 0.07% | 3971 | $12919 | 下跌 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $267258 | 0.07% | 3234 | $883 | 下跌 ×2 | ||
| ACWV | $267031 | 0.07% | 2221 | $30043 | 上涨 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $263753 | 0.07% | 116 | 上涨 ×1 | |||
| BRKB | $262705 | 0.07% | 525 | $15438 | 上涨 ×1 | ||
| VLO Valero Energy Corporation Common Stock | $260961 | 0.07% | 1002 | $11163 | 下跌 ×1 | ||
| AMP Ameriprise Financial, Inc. Common Stock | $252777 | 0.07% | 551 | $7024 | 下跌 ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $243934 | 0.07% | 868 | 上涨 ×1 | |||
| CVX Chevron Corporation Common Stock | $240020 | 0.06% | 1448 | $-73847 | 下跌 ×1 | ||
| CRM Salesforce, Inc. Common Stock | $236561 | 0.06% | 1510 | $-42515 | 上涨 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $229679 | 0.06% | 539 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $226773 | 0.06% | 643 | $15297 | |||
| ABBV AbbVie Inc. Common Stock | $224211 | 0.06% | 891 | ||||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $223513 | 0.06% | 221 | ||||
| ET Energy Transfer LP Common Units | $219880 | 0.06% | 11500 | $-2070 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $218397 | 0.06% | 887 | 上涨 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $212577 | 0.06% | 424 | $3677 | 下跌 ×1 | ||
| SLM SLM Corporation - Common Stock | $208428 | 0.06% | 8035 | ||||
| KBDC Kayne Anderson BDC, Inc. Common Stock | $201611 | 0.05% | 14901 | $-2831 | |||
| BE Bloom Energy Corporation Class A Common Stock | $201598 | 0.05% | 666 | 上涨 ×1 | |||
| STT State Street Corporation Common Stock | $200976 | 0.05% | 1185 | 上涨 ×1 | |||
| 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 |
|---|---|---|---|
| SCHV | $41636449 | 11.18% | 上涨 ×6 |
| IDEV | $38606944 | 10.37% | 上涨 ×6 |
| VTV | $30295821 | 8.14% | 上涨 ×6 |
| VUG | $29891259 | 8.03% | 上涨 ×6 |
| BND | $22063808 | 5.93% | 上涨 ×6 |
| IEMG | $21302899 | 5.72% | 上涨 ×6 |
| VBK | $15199359 | 4.08% | 上涨 ×6 |
| VBR | $13978575 | 3.75% | 上涨 ×6 |
| VEA | $8811355 | 2.37% | 上涨 ×3 |
| BNDX | $5078387 | 1.36% | 上涨 ×6 |
| VOO | $3350534 | 0.90% | 上涨 ×5 |
| VTIP | $2774104 | 0.75% | 上涨 ×5 |
| SPHY | $2744350 | 0.74% | 上涨 ×6 |
| NVDA | $1694503 | 0.46% | 上涨 ×5 |
| GOOGL | $1647534 | 0.44% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| MU | $587534 | 509 | 0.16% |
| AZN | $338851 | 1787 | 0.09% |
| LRCX | $327164 | 755 | 0.09% |
| DELL | $289510 | 671 | 0.08% |
| SNDK | $263753 | 116 | 0.07% |
| NXPI | $243934 | 868 | 0.07% |
| ETN | $229679 | 539 | 0.06% |
| ABBV | $224211 | 891 | 0.06% |
| GS | $223513 | 221 | 0.06% |
| PNC | $218397 | 887 | 0.06% |
| SLM | $208428 | 8035 | 0.06% |
| BE | $201598 | 666 | 0.05% |
| STT | $200976 | 1185 | 0.05% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SCHG | 增持 | +31K | +$7.4M |
| SCHV | 增持 | +28K | +$6.0M |
| VUG | 增持 | +289K | +$4.5M |
| IEMG | 增持 | +3K | +$3.6M |
| IDEV | 增持 | +15K | +$3.6M |
| VTV | 增持 | +2K | +$3.3M |
| VBK | 增持 | +465 | +$2.8M |
| VBR | 增持 | +1K | +$1.8M |
| AMD | 增持 | +27 | +$1.1M |
| VEA | 增持 | +2K | +$991K |
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 |
|---|---|---|---|---|
| SLM | 2026年3月31日 | 17677 | $478340 | 22.8% |
| INTU | 2026年6月30日 | 829 | $358443 | 38.2% |
| AZN | 2026年3月31日 | 3770 | $346576 | -16.1% |
| KMB | 2025年3月31日 | 2415 | $316462 | -23.7% |
| ORCL | 2025年12月31日 | 1081 | $304020 | -24.9% |
| T | 2025年12月31日 | 10557 | $298130 | 2.1% |
| VYM | 2025年3月31日 | 2147 | $273936 | 不再跟踪 |
| ZTS | 2026年6月30日 | 2140 | $252969 | 6.6% |
| ABBV | 2025年3月31日 | 1416 | $251623 | 25.9% |
| KR | 2026年6月30日 | 3451 | $249714 | 2.7% |
| VIG | 2025年3月31日 | 1222 | $239304 | 不再跟踪 |
| T | 2026年6月30日 | 8127 | $235602 | 22.6% |
| SMLR | 2025年9月30日 | 6000 | $232440 | 不再跟踪 |
| VZ | 2026年6月30日 | 4511 | $226452 | 16.8% |
| PAYX | 2025年9月30日 | 1543 | $224445 | -3.7% |
| BTC | 2026年3月31日 | 5767 | $223356 | 不再跟踪 |
| AMAT | 2025年3月31日 | 1345 | $218737 | 240.5% |
| ROP | 2025年9月30日 | 374 | $211998 | -18.8% |
| TMO | 2025年6月30日 | 426 | $211978 | 53.0% |
| UBER | 2026年6月30日 | 2927 | $210539 | 8.4% |
| HYLB | 2025年3月31日 | 5751 | $207487 | 不再跟踪 |
| GS | 2026年3月31日 | 235 | $206565 | 21.1% |
| ADBE | 2026年6月30日 | 849 | $206375 | 33.1% |
| SAP | 2025年12月31日 | 771 | $206019 | -11.3% |
| BCS | 2026年3月31日 | 8026 | $204262 | 27.1% |
| SHEL | 2026年6月30日 | 2194 | $204042 | 20.9% |
| VZ | 2025年12月31日 | 4634 | $203664 | 21.4% |
| UNH | 2025年6月30日 | 387 | $202691 | 24.2% |
| HCA | 2026年6月30日 | 427 | $202073 | 6.6% |
| EMB | 2025年6月30日 | 2223 | $201408 | |
| ABBV | 2026年3月31日 | 876 | $200157 | 21.3% |
| XERS | 2025年12月31日 | 14163 | $115287 | 9.7% |