Alliance Wealth Management Group 13F 持仓 · 2026年Q2
Alliance Wealth Management Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 103 只证券,申报市值合计 5.14 亿美元。前几大持仓:SCHX(12.73%)、IVV(9.02%)、HYG(4.87%)。本季前 25 大持仓中:增持 17 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 | $65.4M | 12.73% | 2.2M | 增持 |
| 2 | IVV | ISHARES TR | $46.3M | 9.02% | 61,877 | 增持 |
| 3 | HYG | ISHARES TR | $25.0M | 4.87% | 313,153 | 增持 |
| 4 | LQD | ISHARES TR | $23.4M | 4.56% | 214,856 | 增持 |
| 5 | SCHZ | SCHWAB STRATEGIC TR | $22.1M | 4.31% | 956,732 | 减持 |
| 6 | SCHF | SCHWAB STRATEGIC TR | $21.9M | 4.26% | 790,195 | 增持 |
| 7 | AGG | ISHARES TR | $21.0M | 4.09% | 212,383 | 增持 |
| 8 | SCHE | SCHWAB STRATEGIC TR | $17.3M | 3.36% | 476,643 | 减持 |
| 9 | IEFA | ISHARES TR | $16.6M | 3.24% | 172,207 | 增持 |
| 10 | FLRN | SPDR SER TR | $15.8M | 3.08% | 512,832 | 减持 |
| 11 | IEMG | ISHARES TR | $14.8M | 2.87% | 178,341 | 增持 |
| 12 | EMB | ISHARES TR | $14.4M | 2.81% | 149,825 | 增持 |
| 13 | FLOT | ISHARES TR | $13.7M | 2.67% | 268,368 | 增持 |
| 14 | SCHM | SCHWAB STRATEGIC TR | $13.4M | 2.62% | 364,410 | 减持 |
| 15 | SPYM | SPDR SERIES TRUST | $12.1M | 2.36% | 138,155 | 增持 |
| 16 | SCHB | SCHWAB STRATEGIC TR | $12.0M | 2.34% | 414,502 | 增持 |
| 17 | SCHA | SCHWAB STRATEGIC TR | $10.6M | 2.07% | 294,689 | 减持 |
| 18 | MUB | ISHARES TR | $9.8M | 1.91% | 91,254 | 增持 |
| 19 | IJH | ISHARES TR | $9.4M | 1.84% | 122,347 | 增持 |
| 20 | SPAB | SPDR SERIES TRUST | $8.6M | 1.68% | 338,462 | 减持 |
| 21 | IJR | ISHARES TR | $8.3M | 1.62% | 56,092 | 增持 |
| 22 | AAPL | APPLE INC | $8.1M | 1.57% | 27,914 | 减持 |
| 23 | SHYG | ISHARES TR | $6.0M | 1.17% | 142,228 | 减持 |
| 24 | CL | COLGATE PALMOLIVE CO | $5.9M | 1.14% | 63,891 | 增持 |
| 25 | SPIB | SPDR SERIES TRUST | $5.7M | 1.12% | 171,424 | 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