5T Wealth, LLC 13F 持仓 · 2026年Q2
5T Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 2.69 亿美元。前几大持仓：BBUS（6.65%）、IUSB（6.40%）、IVV（4.11%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | $17.9M | 6.65% | 132,571 | 增持 |
| 2 | IUSB | ISHARES TR | $17.2M | 6.40% | 372,482 | 增持 |
| 3 | IVV | ISHARES TR | $11.0M | 4.11% | 14,723 | 增持 |
| 4 | QUAL | ISHARES TR | $10.8M | 4.01% | 49,025 | 减持 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $9.0M | 3.36% | 191,967 | 增持 |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $7.8M | 2.91% | 165,300 | 增持 |
| 7 | DYNF | BLACKROCK ETF TRUST | $7.0M | 2.60% | 102,745 | 减持 |
| 8 | IVE | ISHARES TR | $6.8M | 2.54% | 30,036 | 减持 |
| 9 | JMOM | J P MORGAN EXCHANGE TRADED F | $6.5M | 2.43% | 76,463 | 减持 |
| 10 | CORO | BLACKROCK ETF TRUST | $6.0M | 2.22% | 162,580 | 减持 |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | $5.9M | 2.18% | 115,809 | 减持 |
| 12 | AIQ | GLOBAL X FDS | $5.1M | 1.91% | 78,048 | 减持 |
| 13 | MTUM | ISHARES TR | $4.7M | 1.77% | 13,854 | 减持 |
| 14 | JAVA | J P MORGAN EXCHANGE TRADED F | $4.7M | 1.76% | 59,413 | 减持 |
| 15 | BBIN | J P MORGAN EXCHANGE TRADED F | $4.6M | 1.72% | 59,060 | 减持 |
| 16 | AGG | ISHARES TR | $4.5M | 1.66% | 44,979 | 增持 |
| 17 | VYMI | VANGUARD WHITEHALL FDS | $4.4M | 1.66% | 45,285 | 减持 |
| 18 | IEMG | ISHARES INC | $3.9M | 1.45% | 47,034 | 减持 |
| 19 | IVW | ISHARES TR | $3.7M | 1.39% | 27,100 | 减持 |
| 20 | JEMA | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.26% | 53,074 | 减持 |
| 21 | EFV | ISHARES TR | $3.4M | 1.25% | 44,013 | 减持 |
| 22 | MBB | ISHARES TR | $3.2M | 1.18% | 33,659 | 减持 |
| 23 | TLH | ISHARES TR | $3.1M | 1.16% | 31,082 | 减持 |
| 24 | SCHZ | SCHWAB STRATEGIC TR | $3.0M | 1.12% | 129,547 | 减持 |
| 25 | JGRO | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.11% | 30,153 | 减持 |
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