Asempa Wealth Advisors 13F 持仓 · 2026年Q3
Asempa Wealth Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 1.31 亿美元。前几大持仓：IVV（6.69%）、ACWX（4.86%）、OEF（4.50%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $8.8M | 6.69% | 11,414 | 增持 |
| 2 | ACWX | ISHARES TR | $6.4M | 4.86% | 84,772 | 增持 |
| 3 | OEF | ISHARES TR | $5.9M | 4.50% | 15,454 | 减持 |
| 4 | SPYM | SPDR SERIES TRUST | $5.7M | 4.36% | 63,560 | 增持 |
| 5 | IVW | ISHARES TR | $4.1M | 3.13% | 28,815 | 减持 |
| 6 | ILCG | ISHARES TR | $3.7M | 2.81% | 31,317 | 增持 |
| 7 | VUG | VANGUARD INDEX FDS | $3.0M | 2.28% | 33,146 | 减持 |
| 8 | ITOT | ISHARES TR | $2.9M | 2.19% | 17,240 | 增持 |
| 9 | GOVT | ISHARES TR | $2.7M | 2.07% | 123,870 | 增持 |
| 10 | VTV | VANGUARD INDEX FDS | $2.6M | 2.00% | 12,062 | 增持 |
| 11 | HD | HOME DEPOT INC | $2.4M | 1.85% | 8,592 | 持平 |
| 12 | EFV | ISHARES TR | $2.3M | 1.75% | 29,401 | 减持 |
| 13 | QUAL | ISHARES TR | $2.2M | 1.72% | 10,061 | 减持 |
| 14 | IYW | ISHARES TR | $2.2M | 1.67% | 8,209 | 增持 |
| 15 | DYNF | BLACKROCK ETF TRUST | $2.2M | 1.65% | 31,044 | 增持 |
| 16 | VV | VANGUARD INDEX FDS | $2.1M | 1.60% | 5,949 | 增持 |
| 17 | IWB | ISHARES TR | $2.0M | 1.50% | 4,711 | 减持 |
| 18 | XOM | EXXONMOBIL HOLDINGS CORP | $1.9M | 1.48% | 11,846 | 新建仓 |
| 19 | MSFT | MICROSOFT CORP | $1.8M | 1.39% | 3,550 | 增持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.7M | 1.30% | 2,227 | 减持 |
| 21 | ILCV | ISHARES TR | $1.7M | 1.28% | 15,926 | 减持 |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.28% | 20,259 | 增持 |
| 23 | AAPL | APPLE INC | $1.7M | 1.27% | 5,032 | 增持 |
| 24 | IVE | ISHARES TR | $1.5M | 1.13% | 6,454 | 减持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $1.5M | 1.13% | 6,356 | 减持 |
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