Aj Wealth Strategies, LLC 13F 持仓 · 最近申报 2023年Q2
Aj Wealth Strategies 在 2023年Q2（报告期截至 2023-06-30）的 SEC 13F 申报中报告了 297 只证券，申报市值合计 20.70 亿美元。前几大持仓：SCHX（9.59%）、VOO（7.42%）、SGOV（6.43%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $198.6M | 9.59% | 3.8M | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $153.5M | 7.42% | 376,933 | 增持 |
| 3 | SGOV | ISHARES TR | $133.2M | 6.43% | 1.3M | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $80.7M | 3.90% | 218,352 | 增持 |
| 5 | USFR | WISDOMTREE TR | $76.9M | 3.72% | 1.5M | 增持 |
| 6 | OMFL | INVESCO EXCH TRD SLF IDX FD | $73.7M | 3.56% | 1.5M | 减持 |
| 7 | BILS | SPDR SER TR | $67.9M | 3.28% | 682,188 | 增持 |
| 8 | AGG | ISHARES TR | $65.9M | 3.18% | 672,957 | 增持 |
| 9 | SCHF | SCHWAB STRATEGIC TR | $61.5M | 2.97% | 1.7M | 减持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $61.2M | 2.96% | 862,311 | 增持 |
| 11 | SCHA | SCHWAB STRATEGIC TR | $57.6M | 2.78% | 1.3M | 增持 |
| 12 | USMV | ISHARES TR | $55.8M | 2.69% | 750,182 | 减持 |
| 13 | MUB | ISHARES TR | $49.6M | 2.40% | 465,142 | 减持 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $45.3M | 2.19% | 302,943 | 增持 |
| 15 | SPY | SPDR S&P 500 ETF TR | $39.2M | 1.89% | 88,385 | 增持 |
| 16 | VXUS | VANGUARD STAR FDS | $34.9M | 1.69% | 622,663 | 减持 |
| 17 | GDX | VANECK ETF TRUST | $34.9M | 1.68% | 1.2M | 增持 |
| 18 | STIP | ISHARES TR | $33.7M | 1.63% | 346,606 | 减持 |
| 19 | TFLO | ISHARES TR | $33.0M | 1.59% | 650,880 | 减持 |
| 20 | IAU | ISHARES GOLD TR | $31.6M | 1.53% | 867,947 | 新建仓 |
| 21 | XLE | SELECT SECTOR SPDR TR | $30.9M | 1.49% | 380,509 | 增持 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $25.2M | 1.22% | 155,143 | 增持 |
| 23 | VTIP | VANGUARD MALVERN FDS | $25.2M | 1.22% | 531,106 | 增持 |
| 24 | SCHG | SCHWAB STRATEGIC TR | $24.2M | 1.17% | 323,545 | 减持 |
| 25 | SPTM | SPDR SER TR | $22.3M | 1.08% | 409,619 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-06-30
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