Accretive Wealth Partners, LLC 13F 持仓 · 2026年Q2
Accretive Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 4.12 亿美元。前几大持仓：IWF（6.25%）、IJH（5.66%）、VIG（5.43%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $25.7M | 6.25% | 207,276 | 增持 |
| 2 | IJH | ISHARES TR | $23.3M | 5.66% | 301,937 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $22.3M | 5.43% | 94,443 | 增持 |
| 4 | AAPL | APPLE INC | $20.8M | 5.04% | 71,724 | 增持 |
| 5 | VYM | VANGUARD WHITEHALL FDS | $19.0M | 4.62% | 120,326 | 增持 |
| 6 | GLDM | WORLD GOLD TR | $11.2M | 2.72% | 140,951 | 增持 |
| 7 | IJR | ISHARES TR | $10.5M | 2.55% | 70,718 | 增持 |
| 8 | GOOG | ALPHABET INC | $9.4M | 2.29% | 26,712 | 增持 |
| 9 | VONG | VANGUARD SCOTTSDALE FDS | $9.3M | 2.26% | 72,628 | 增持 |
| 10 | IJS | ISHARES TR | $8.5M | 2.08% | 62,513 | 增持 |
| 11 | IAU | ISHARES GOLD TR | $7.9M | 1.91% | 104,387 | 减持 |
| 12 | AMZN | AMAZON COM INC | $7.5M | 1.83% | 31,616 | 增持 |
| 13 | IJT | ISHARES TR | $7.4M | 1.81% | 41,610 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $7.4M | 1.80% | 19,814 | 增持 |
| 15 | DGRO | ISHARES TR | $5.5M | 1.33% | 72,373 | 增持 |
| 16 | JNJ | JOHNSON & JOHNSON | $5.0M | 1.22% | 19,746 | 增持 |
| 17 | IBTI | ISHARES TR | $4.4M | 1.07% | 198,458 | 增持 |
| 18 | MGK | VANGUARD WORLD FD | $4.4M | 1.07% | 50,322 | 增持 |
| 19 | IBTH | ISHARES TR | $4.4M | 1.06% | 195,308 | 增持 |
| 20 | IBTJ | ISHARES TR | $4.4M | 1.06% | 201,935 | 增持 |
| 21 | MPC | MARATHON PETE CORP | $4.4M | 1.06% | 17,086 | 减持 |
| 22 | PGR | PROGRESSIVE CORP | $4.3M | 1.05% | 19,745 | 减持 |
| 23 | IBTG | ISHARES TR | $4.2M | 1.02% | 183,636 | 增持 |
| 24 | IBTK | ISHARES TR | $4.1M | 1.01% | 211,769 | 增持 |
| 25 | IBTL | ISHARES TR | $4.1M | 1.01% | 205,085 | 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