49 Wealth Management, LLC 13F 持仓 · 2026年Q2
49 Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 189 只证券，申报市值合计 5.24 亿美元。前几大持仓：IVV（7.83%）、IEMG（5.11%）、IXUS（4.83%）。本季前 25 大持仓中：新建仓 7 只、增持 10 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $41.0M | 7.83% | 54,793 | 增持 |
| 2 | IEMG | ISHARES INC | $26.8M | 5.11% | 323,600 | 减持 |
| 3 | IXUS | ISHARES TR | $25.3M | 4.83% | 265,293 | 增持 |
| 4 | IWF | ISHARES TR | $23.0M | 4.39% | 185,469 | 增持 |
| 5 | IEFA | ISHARES TR | $19.4M | 3.71% | 201,170 | 减持 |
| 6 | IWM | ISHARES TR | $17.6M | 3.35% | 58,505 | 增持 |
| 7 | DIVZ | ELEVATION SERIES TRUST | $16.2M | 3.10% | 434,705 | 减持 |
| 8 | IJH | ISHARES TR | $15.9M | 3.04% | 206,811 | 减持 |
| 9 | IWR | ISHARES TR | $15.1M | 2.87% | 136,560 | 增持 |
| 10 | SPYM | SPDR SERIES TRUST | $13.6M | 2.60% | 155,008 | 减持 |
| 11 | IGIB | ISHARES TR | $12.3M | 2.36% | 232,254 | 新建仓 |
| 12 | VOO | VANGUARD INDEX FDS | $12.4M | 2.36% | 18,053 | 增持 |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $11.1M | 2.12% | 244,333 | 新建仓 |
| 14 | PFDE | RBB FUND TRUST | $10.3M | 1.96% | 367,969 | 减持 |
| 15 | BIV | VANGUARD BD INDEX FDS | $9.8M | 1.88% | 128,358 | 减持 |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | $9.4M | 1.80% | 60,197 | 新建仓 |
| 17 | FDLO | FIDELITY COVINGTON TRUST | $9.1M | 1.74% | 133,211 | 新建仓 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $8.7M | 1.66% | 122,355 | 减持 |
| 19 | GLD | SPDR GOLD TR | $8.6M | 1.64% | 23,387 | 增持 |
| 20 | IVE | ISHARES TR | $8.2M | 1.57% | 36,217 | 新建仓 |
| 21 | FENI | FIDELITY COVINGTON TRUST | $6.9M | 1.32% | 172,484 | 新建仓 |
| 22 | BIL | SPDR SERIES TRUST | $6.2M | 1.17% | 67,118 | 增持 |
| 23 | IVW | ISHARES TR | $6.2M | 1.17% | 44,787 | 增持 |
| 24 | MUB | ISHARES TR | $6.1M | 1.17% | 56,928 | 增持 |
| 25 | PHYS | SPROTT ASSET MANAGEMENT LP | $5.9M | 1.13% | 195,849 | 新建仓 |
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