Able Wealth Management LLC 13F 持仓 · 2026年Q2
Able Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 182 只证券，申报市值合计 4.36 亿美元。前几大持仓：IVV（10.44%）、SHV（9.93%）、DYNF（5.06%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $45.5M | 10.44% | 60,774 | 增持 |
| 2 | SHV | ISHARES TR | $43.3M | 9.93% | 392,113 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $22.0M | 5.06% | 324,066 | 增持 |
| 4 | SPYG | SPDR SERIES TRUST | $18.2M | 4.18% | 152,934 | 增持 |
| 5 | CORO | BLACKROCK ETF TRUST | $17.0M | 3.90% | 464,579 | 增持 |
| 6 | PVAL | PUTNAM ETF TRUST | $17.0M | 3.89% | 333,118 | 减持 |
| 7 | SPMO | INVESCO EXCH TRADED FD TR II | $11.2M | 2.57% | 69,434 | 减持 |
| 8 | ACWI | ISHARES TR | $10.4M | 2.38% | 66,065 | 增持 |
| 9 | BAI | BLACKROCK ETF TRUST | $9.5M | 2.18% | 179,867 | 增持 |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | $9.3M | 2.13% | 128,167 | 减持 |
| 11 | EFV | ISHARES TR | $8.5M | 1.96% | 111,413 | 减持 |
| 12 | BOXX | EA SERIES TRUST | $8.3M | 1.91% | 71,163 | 减持 |
| 13 | CSHI | NEOS ETF TRUST | $8.0M | 1.84% | 161,270 | 减持 |
| 14 | USMV | ISHARES TR | $7.9M | 1.81% | 81,811 | 增持 |
| 15 | UYLD | ANGEL OAK FUNDS TRUST | $7.8M | 1.78% | 152,189 | 减持 |
| 16 | IUSG | ISHARES TR | $7.6M | 1.73% | 40,167 | 增持 |
| 17 | IEMG | ISHARES INC | $7.3M | 1.68% | 88,516 | 减持 |
| 18 | IUSV | ISHARES TR | $7.2M | 1.66% | 65,508 | 增持 |
| 19 | ICSH | ISHARES TR | $6.5M | 1.49% | 128,416 | 减持 |
| 20 | FELC | FIDELITY COVINGTON TRUST | $6.3M | 1.45% | 150,357 | 增持 |
| 21 | SHY | ISHARES TR | $6.2M | 1.43% | 75,736 | 增持 |
| 22 | THRO | BLACKROCK ETF TRUST | $5.9M | 1.35% | 136,387 | 增持 |
| 23 | EQWL | INVESCO EXCHANGE TRADED FD T | $5.6M | 1.28% | 43,169 | 减持 |
| 24 | IUSB | ISHARES TR | $5.6M | 1.27% | 120,297 | 增持 |
| 25 | AAPL | APPLE INC | $5.3M | 1.22% | 18,932 | 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