Aletheian Wealth Advisors LLC 13F 持仓 · 2026年Q3
Aletheian Wealth Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 2.49 亿美元。前几大持仓：ITOT（11.76%）、BND（11.29%）、VEA（10.21%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $29.3M | 11.76% | 176,143 | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $28.1M | 11.29% | 400,937 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $25.4M | 10.21% | 360,296 | 增持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $10.1M | 4.05% | 170,057 | 增持 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $10.0M | 4.01% | 213,144 | 增持 |
| 6 | PSP | INVESCO EXCHANGE TRADED FD T | $8.6M | 3.45% | 152,432 | 增持 |
| 7 | IVV | ISHARES TR | $8.3M | 3.32% | 10,785 | 减持 |
| 8 | MUB | ISHARES TR | $7.2M | 2.89% | 71,209 | 增持 |
| 9 | VNQ | VANGUARD INDEX FDS | $6.8M | 2.75% | 76,372 | 增持 |
| 10 | IAGG | ISHARES TR | $5.9M | 2.36% | 119,293 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $5.9M | 2.36% | 25,688 | 增持 |
| 12 | AAPL | APPLE INC | $5.7M | 2.31% | 17,243 | 增持 |
| 13 | VSS | VANGUARD INTL EQUITY INDEX F | $5.2M | 2.08% | 33,327 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $4.6M | 1.84% | 8,937 | 增持 |
| 15 | IEFA | ISHARES TR | $3.7M | 1.50% | 38,674 | 增持 |
| 16 | PFF | ISHARES TR | $3.6M | 1.46% | 123,636 | 增持 |
| 17 | CWB | SPDR SERIES TRUST | $3.6M | 1.45% | 35,612 | 增持 |
| 18 | BSV | VANGUARD BD INDEX FDS | $3.4M | 1.35% | 43,849 | 增持 |
| 19 | VNQI | VANGUARD INTL EQUITY INDEX F | $3.2M | 1.27% | 74,568 | 增持 |
| 20 | AGG | ISHARES TR | $2.6M | 1.05% | 27,694 | 增持 |
| 21 | SCHP | SCHWAB STRATEGIC TR | $2.6M | 1.05% | 104,491 | 增持 |
| 22 | FLRN | SPDR SERIES TRUST | $2.6M | 1.04% | 84,323 | 增持 |
| 23 | AMZN | AMAZON COM INC | $2.6M | 1.03% | 10,335 | 增持 |
| 24 | PDBC | INVESCO ACTVELY MNGD ETC FD | $2.5M | 1.00% | 129,578 | 增持 |
| 25 | COMT | ISHARES U S ETF TR | $2.3M | 0.94% | 63,181 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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