Abound Wealth Management 13F 持仓 · 2026年Q2
Abound Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,353 只证券，申报市值合计 5.04 亿美元。前几大持仓：IJR（14.45%）、AGG（10.02%）、VEA（7.38%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $72.8M | 14.45% | 490,860 | 增持 |
| 2 | AGG | ISHARES TR | $50.5M | 10.02% | 510,029 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $37.2M | 7.38% | 521,591 | 减持 |
| 4 | IVV | ISHARES TR | $32.0M | 6.36% | 42,783 | 增持 |
| 5 | VV | VANGUARD INDEX FDS | $30.1M | 5.98% | 87,540 | 增持 |
| 6 | IEMG | ISHARES INC | $28.2M | 5.60% | 340,858 | 增持 |
| 7 | SCHX | SCHWAB STRATEGIC TR | $23.8M | 4.72% | 808,077 | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $22.9M | 4.54% | 33,307 | 减持 |
| 9 | VB | VANGUARD INDEX FDS | $20.4M | 4.05% | 67,280 | 减持 |
| 10 | VTI | VANGUARD INDEX FDS | $17.1M | 3.39% | 46,138 | 减持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $11.8M | 2.35% | 15,868 | 增持 |
| 12 | AAPL | APPLE INC | $11.1M | 2.20% | 38,371 | 减持 |
| 13 | IEFA | ISHARES TR | $10.8M | 2.15% | 112,102 | 增持 |
| 14 | SPYM | SPDR SERIES TRUST | $10.6M | 2.10% | 120,207 | 增持 |
| 15 | AVGO | BROADCOM INC | $7.9M | 1.56% | 20,872 | 增持 |
| 16 | ITOT | ISHARES TR | $7.8M | 1.55% | 47,390 | 增持 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $7.8M | 1.55% | 130,464 | 减持 |
| 18 | TSLA | TESLA INC | $7.6M | 1.51% | 17,813 | 减持 |
| 19 | SCHA | SCHWAB STRATEGIC TR | $5.0M | 0.99% | 137,491 | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $4.8M | 0.95% | 6,507 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $4.4M | 0.87% | 11,734 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $4.3M | 0.86% | 21,711 | 减持 |
| 23 | VNQ | VANGUARD INDEX FDS | $3.9M | 0.78% | 40,502 | 减持 |
| 24 | AMZN | AMAZON COM INC | $3.2M | 0.63% | 13,261 | 减持 |
| 25 | OKE | ONEOK INC NEW | $3.0M | 0.59% | 34,147 | 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