Apex Wealth Management, LLC 13F 持仓 · 2026年Q2
Apex Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 1.64 亿美元。前几大持仓：IVV（6.60%）、SCHG（6.60%）、VTI（6.23%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $10.8M | 6.60% | 14,431 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $10.8M | 6.60% | 319,285 | 增持 |
| 3 | VTI | VANGUARD INDEX FDS | $10.2M | 6.23% | 27,568 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $9.9M | 6.06% | 115,103 | 增持 |
| 5 | SHV | ISHARES TR | $8.5M | 5.22% | 77,462 | 减持 |
| 6 | JMST | J P MORGAN EXCHANGE TRADED F | $7.3M | 4.46% | 143,272 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $6.8M | 4.13% | 92,063 | 减持 |
| 8 | AGG | ISHARES TR | $5.9M | 3.60% | 59,514 | 减持 |
| 9 | SCHV | SCHWAB STRATEGIC TR | $5.9M | 3.60% | 169,285 | 增持 |
| 10 | SUB | ISHARES TR | $5.5M | 3.35% | 51,444 | 增持 |
| 11 | ILCV | ISHARES TR | $5.2M | 3.18% | 51,391 | 增持 |
| 12 | TSLA | TESLA INC | $5.1M | 3.14% | 12,237 | 减持 |
| 13 | AMZN | AMAZON COM INC | $5.0M | 3.03% | 20,845 | 减持 |
| 14 | BSV | VANGUARD BD INDEX FDS | $4.7M | 2.87% | 60,281 | 减持 |
| 15 | VLUE | ISHARES TR | $4.3M | 2.64% | 21,633 | 增持 |
| 16 | SCHF | SCHWAB STRATEGIC TR | $3.7M | 2.29% | 135,278 | 增持 |
| 17 | AAPL | APPLE INC | $3.6M | 2.18% | 12,316 | 减持 |
| 18 | FDEV | FIDELITY COVINGTON TRUST | $3.3M | 2.03% | 93,411 | 减持 |
| 19 | MUB | ISHARES TR | $2.8M | 1.73% | 26,290 | 增持 |
| 20 | XSVM | INVESCO EXCHANGE TRADED FD T | $2.4M | 1.48% | 34,873 | 增持 |
| 21 | HDV | ISHARES TR | $2.4M | 1.45% | 86,747 | 增持 |
| 22 | SMH | VANECK ETF TRUST | $2.3M | 1.43% | 3,575 | 减持 |
| 23 | MU | MICRON TECHNOLOGY INC | $2.3M | 1.42% | 2,020 | 减持 |
| 24 | IJH | ISHARES TR | $2.3M | 1.40% | 29,810 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $2.1M | 1.30% | 5,714 | 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