AAF Wealth Management, LLC 13F 持仓 · 2026年Q2
AAF Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 2.71 亿美元。前几大持仓：IVV（22.46%）、VTV（14.11%）、IDEV（13.42%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $60.9M | 22.46% | 81,307 | 减持 |
| 2 | VTV | VANGUARD INDEX FDS | $38.3M | 14.11% | 175,562 | 减持 |
| 3 | IDEV | ISHARES TR | $36.4M | 13.42% | 408,779 | 减持 |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $29.7M | 10.95% | 97,959 | 减持 |
| 5 | VYMI | VANGUARD WHITEHALL FDS | $23.7M | 8.74% | 241,414 | 减持 |
| 6 | IJH | ISHARES TR | $13.0M | 4.78% | 167,957 | 减持 |
| 7 | IDMO | INVESCO EXCH TRADED FD TR II | $11.0M | 4.07% | 183,135 | 新建仓 |
| 8 | GLDM | WORLD GOLD TR | $9.3M | 3.44% | 117,528 | 新建仓 |
| 9 | AAPL | APPLE INC | $5.9M | 2.17% | 20,377 | 减持 |
| 10 | IEFA | ISHARES TR | $5.0M | 1.84% | 51,604 | 减持 |
| 11 | GOOG | ALPHABET INC | $4.0M | 1.49% | 11,455 | 减持 |
| 12 | FELC | FIDELITY COVINGTON TRUST | $2.2M | 0.82% | 53,242 | 减持 |
| 13 | IWF | ISHARES TR | $1.8M | 0.67% | 14,598 | 增持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 0.66% | 2,397 | 减持 |
| 15 | GOOGL | ALPHABET INC | $1.7M | 0.64% | 4,876 | 增持 |
| 16 | VO | VANGUARD INDEX FDS | $1.6M | 0.60% | 20,165 | 增持 |
| 17 | IJR | ISHARES TR | $1.6M | 0.58% | 10,538 | 减持 |
| 18 | META | META PLATFORMS INC | $1.4M | 0.53% | 2,563 | 减持 |
| 19 | PID | INVESCO EXCHANGE TRADED FD T | $1.4M | 0.53% | 64,662 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $1.4M | 0.52% | 3,776 | 增持 |
| 21 | NVDA | NVIDIA CORPORATION | $1.2M | 0.44% | 5,995 | 增持 |
| 22 | AMZN | AMAZON COM INC | $1.1M | 0.42% | 4,761 | 减持 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.2M | 0.42% | 2,413 | 增持 |
| 24 | VUG | VANGUARD INDEX FDS | $1.1M | 0.39% | 12,320 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $933,228 | 0.34% | 1,865 | 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