Avid Wealth Partners LLC 13F 持仓 · 2026年Q2
Avid Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 77 只证券，申报市值合计 2.07 亿美元。前几大持仓：DYNF（17.41%）、CORO（6.74%）、MGV（6.46%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | $36.0M | 17.41% | 528,692 | 增持 |
| 2 | CORO | BLACKROCK ETF TRUST | $13.9M | 6.74% | 380,176 | 新建仓 |
| 3 | MGV | VANGUARD WORLD FD | $13.3M | 6.46% | 81,651 | 减持 |
| 4 | URA | GLOBAL X FDS | $13.3M | 6.45% | 305,083 | 增持 |
| 5 | GLDM | WORLD GOLD TR | $13.1M | 6.33% | 164,747 | 增持 |
| 6 | BAI | BLACKROCK ETF TRUST | $11.3M | 5.49% | 214,928 | 减持 |
| 7 | IVV | ISHARES TR | $10.8M | 5.24% | 14,463 | 减持 |
| 8 | IVW | ISHARES TR | $9.1M | 4.40% | 66,139 | 减持 |
| 9 | IEMG | ISHARES INC | $8.0M | 3.88% | 96,827 | 减持 |
| 10 | VOLT | TEMA ETF TRUST | $8.0M | 3.87% | 190,962 | 新建仓 |
| 11 | FRDM | EA SERIES TRUST | $6.8M | 3.28% | 92,884 | 减持 |
| 12 | DXJ | WISDOMTREE TR | $5.4M | 2.60% | 30,939 | 减持 |
| 13 | SHLD | GLOBAL X FDS | $5.2M | 2.51% | 86,848 | 增持 |
| 14 | OEF | ISHARES TR | $5.0M | 2.41% | 13,596 | 减持 |
| 15 | IALT | BLACKROCK ETF TRUST | $3.2M | 1.54% | 113,622 | 新建仓 |
| 16 | IYW | ISHARES TR | $2.6M | 1.26% | 10,348 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $2.5M | 1.23% | 12,652 | 减持 |
| 18 | IDMO | INVESCO EXCH TRADED FD TR II | $2.5M | 1.22% | 41,790 | 减持 |
| 19 | IBIT | ISHARES BITCOIN TRUST ETF | $2.1M | 1.03% | 63,747 | 增持 |
| 20 | XAR | SPDR SERIES TRUST | $2.0M | 0.99% | 7,185 | 增持 |
| 21 | AAPL | APPLE INC | $2.0M | 0.96% | 6,833 | 减持 |
| 22 | TLH | ISHARES TR | $1.9M | 0.94% | 19,421 | 增持 |
| 23 | GOOGL | ALPHABET INC | $1.5M | 0.71% | 4,127 | 增持 |
| 24 | AMZN | AMAZON COM INC | $1.2M | 0.60% | 5,170 | 增持 |
| 25 | TSLA | TESLA INC | $1.2M | 0.60% | 2,928 | 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