1900 Wealth Management LLC 13F 持仓 · 2026年Q2
1900 Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 312 只证券，申报市值合计 17.96 亿美元。前几大持仓：SPYM（29.58%）、PAAA（8.34%）、UBND（4.96%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $531.2M | 29.58% | 6.0M | 增持 |
| 2 | PAAA | PGIM ETF TR | $149.8M | 8.34% | 2.9M | 新建仓 |
| 3 | UBND | VICTORY PORTFOLIOS II | $89.2M | 4.96% | 4.1M | 减持 |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | $68.4M | 3.81% | 1.4M | 减持 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $63.6M | 3.54% | 776,310 | 减持 |
| 6 | SPMD | SPDR SERIES TRUST | $52.3M | 2.91% | 774,635 | 增持 |
| 7 | IVV | ISHARES TR | $51.9M | 2.89% | 69,262 | 增持 |
| 8 | MTUM | ISHARES TR | $45.3M | 2.52% | 132,103 | 减持 |
| 9 | QUAL | ISHARES TR | $41.8M | 2.33% | 190,279 | 减持 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $33.1M | 1.84% | 464,462 | 增持 |
| 11 | GSLC | GOLDMAN SACHS ETF TR | $28.9M | 1.61% | 203,981 | 减持 |
| 12 | DFUV | DIMENSIONAL ETF TRUST | $27.4M | 1.52% | 497,233 | 减持 |
| 13 | VONE | VANGUARD SCOTTSDALE FDS | $25.2M | 1.40% | 74,306 | 增持 |
| 14 | ITOT | ISHARES TR | $15.7M | 0.87% | 95,286 | 减持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $15.5M | 0.86% | 30,994 | 增持 |
| 16 | INFQ | INFLEQTION INC | $14.3M | 0.80% | 1.1M | 增持 |
| 17 | IDCC | INTERDIGITAL INC | $13.2M | 0.74% | 46,651 | 增持 |
| 18 | FNDF | SCHWAB STRATEGIC TR | $12.9M | 0.72% | 244,316 | 增持 |
| 19 | IWB | ISHARES TR | $12.6M | 0.70% | 30,692 | 增持 |
| 20 | GSIE | GOLDMAN SACHS ETF TR | $12.0M | 0.67% | 263,198 | 减持 |
| 21 | AAPL | APPLE INC | $11.9M | 0.66% | 41,097 | 增持 |
| 22 | GSSC | GOLDMAN SACHS ETF TR | $11.9M | 0.66% | 129,983 | 减持 |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $10.8M | 0.60% | 130,657 | 减持 |
| 24 | VTWO | VANGUARD SCOTTSDALE FDS | $10.3M | 0.57% | 84,487 | 减持 |
| 25 | VO | VANGUARD INDEX FDS | $10.1M | 0.56% | 125,462 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR