Advocacy Wealth Management, LLC 13F 持仓 · 2026年Q2
Advocacy Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 151 只证券，申报市值合计 27.52 亿美元。前几大持仓：SPYM（18.44%）、EMXC（4.46%）、SPDW（4.15%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $507.6M | 18.44% | 5.8M | 增持 |
| 2 | EMXC | ISHARES INC | $122.6M | 4.46% | 1.2M | 增持 |
| 3 | SPDW | SPDR INDEX SHS FDS | $114.3M | 4.15% | 2.3M | 增持 |
| 4 | IVW | ISHARES TR | $111.0M | 4.03% | 807,434 | 减持 |
| 5 | PYLD | PIMCO ETF TR | $107.1M | 3.89% | 4.0M | 增持 |
| 6 | LDUR | PIMCO ETF TR | $106.6M | 3.87% | 1.1M | 增持 |
| 7 | DYNF | BLACKROCK ETF TRUST | $100.5M | 3.65% | 1.5M | 减持 |
| 8 | IVE | ISHARES TR | $96.4M | 3.50% | 424,530 | 减持 |
| 9 | BAI | BLACKROCK ETF TRUST | $73.0M | 2.65% | 1.4M | 减持 |
| 10 | CORO | BLACKROCK ETF TRUST | $69.1M | 2.51% | 1.9M | 新建仓 |
| 11 | FENI | FIDELITY COVINGTON TRUST | $69.0M | 2.51% | 1.7M | 新建仓 |
| 12 | SCHM | SCHWAB STRATEGIC TR | $63.2M | 2.30% | 1.7M | 增持 |
| 13 | IALT | BLACKROCK ETF TRUST | $59.4M | 2.16% | 2.1M | 新建仓 |
| 14 | CLOA | BLACKROCK ETF TRUST II | $57.1M | 2.07% | 1.1M | 增持 |
| 15 | PMBS | PIMCO ETF TR | $53.8M | 1.96% | 1.1M | 增持 |
| 16 | DMBS | DOUBLELINE ETF TRUST | $53.2M | 1.93% | 1.1M | 增持 |
| 17 | BOND | PIMCO ETF TR | $52.5M | 1.91% | 569,047 | 增持 |
| 18 | MTUM | ISHARES TR | $51.7M | 1.88% | 150,686 | 减持 |
| 19 | IUSB | ISHARES TR | $50.3M | 1.83% | 1.1M | 增持 |
| 20 | SPTL | SPDR SERIES TRUST | $42.4M | 1.54% | 1.6M | 减持 |
| 21 | SHLD | GLOBAL X FDS | $35.1M | 1.27% | 587,492 | 增持 |
| 22 | FSMD | FIDELITY COVINGTON TRUST | $32.6M | 1.18% | 616,638 | 增持 |
| 23 | THRO | BLACKROCK ETF TRUST | $32.2M | 1.17% | 747,703 | 减持 |
| 24 | GOOGL | ALPHABET INC | $29.0M | 1.05% | 81,024 | 减持 |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $27.3M | 0.99% | 128,355 | 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