A4 Wealth Advisors LLC 13F 持仓 · 2026年Q2
A4 Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 1.51 亿美元。前几大持仓：VOO（12.72%）、CORO（8.56%）、IVW（6.89%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $19.2M | 12.72% | 27,918 | 增持 |
| 2 | CORO | BLACKROCK ETF TRUST | $12.9M | 8.56% | 352,577 | 增持 |
| 3 | IVW | ISHARES TR | $10.4M | 6.89% | 75,578 | 增持 |
| 4 | DYNF | BLACKROCK ETF TRUST | $10.2M | 6.76% | 149,860 | 增持 |
| 5 | IVE | ISHARES TR | $9.4M | 6.22% | 41,339 | 增持 |
| 6 | SCHR | SCHWAB STRATEGIC TR | $6.8M | 4.48% | 273,845 | 增持 |
| 7 | BAI | BLACKROCK ETF TRUST | $6.1M | 4.04% | 115,680 | 减持 |
| 8 | IEMG | ISHARES INC | $4.2M | 2.82% | 51,294 | 减持 |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | $4.2M | 2.78% | 25,985 | 减持 |
| 10 | IALT | BLACKROCK ETF TRUST | $4.1M | 2.73% | 146,764 | 新建仓 |
| 11 | BLCR | BLACKROCK ETF TRUST | $3.5M | 2.31% | 69,194 | 增持 |
| 12 | THRO | BLACKROCK ETF TRUST | $3.4M | 2.27% | 79,571 | 减持 |
| 13 | SHLD | GLOBAL X FDS | $3.4M | 2.26% | 57,062 | 增持 |
| 14 | TLH | ISHARES TR | $2.8M | 1.89% | 28,383 | 减持 |
| 15 | JIG | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.69% | 29,248 | 新建仓 |
| 16 | TFI | SPDR SERIES TRUST | $2.4M | 1.57% | 51,827 | 新建仓 |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | $2.0M | 1.31% | 40,750 | 增持 |
| 18 | VMBS | VANGUARD SCOTTSDALE FDS | $1.9M | 1.25% | 40,132 | 增持 |
| 19 | JPM | JPMORGAN CHASE & CO | $1.9M | 1.24% | 5,712 | 增持 |
| 20 | TT | TRANE TECHNOLOGIES PLC | $1.8M | 1.17% | 3,605 | 增持 |
| 21 | USEW | EA SERIES TRUST | $1.6M | 1.06% | 28,531 | 持平 |
| 22 | AMZN | AMAZON COM INC | $1.5M | 1.02% | 6,431 | 减持 |
| 23 | BINC | BLACKROCK ETF TRUST II | $1.5M | 1.01% | 28,975 | 增持 |
| 24 | VTEB | VANGUARD MUN BD FDS | $1.4M | 0.95% | 28,319 | 增持 |
| 25 | AAPL | APPLE INC | $1.3M | 0.87% | 4,513 | 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