Balanced Wealth Group LLC 13F 持仓 · 2026年Q2
Balanced Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 3.16 亿美元。前几大持仓：SPYV（15.88%）、QQQ（9.91%）、SPYG（9.82%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $50.2M | 15.88% | 827,687 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $31.3M | 9.91% | 42,554 | 减持 |
| 3 | SPYG | SPDR SERIES TRUST | $31.1M | 9.82% | 261,997 | 增持 |
| 4 | AAPL | APPLE INC | $18.6M | 5.89% | 64,348 | 增持 |
| 5 | YLD | PRINCIPAL EXCHANGE TRADED FD | $16.4M | 5.19% | 860,404 | 增持 |
| 6 | FNDE | SCHWAB STRATEGIC TR | $12.5M | 3.95% | 314,528 | 增持 |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | $11.5M | 3.62% | 136,852 | 增持 |
| 8 | IVOV | VANGUARD ADMIRAL FDS INC | $10.2M | 3.21% | 89,036 | 新建仓 |
| 9 | IVOG | VANGUARD ADMIRAL FDS INC | $9.7M | 3.06% | 66,125 | 增持 |
| 10 | ETV | EATON VANCE TAX-MANAGED BUY- | $9.2M | 2.90% | 617,433 | 增持 |
| 11 | VIOV | VANGUARD ADMIRAL FDS INC | $8.7M | 2.74% | 73,978 | 新建仓 |
| 12 | VIOG | VANGUARD ADMIRAL FDS INC | $7.9M | 2.51% | 51,756 | 增持 |
| 13 | MDYG | SPDR SERIES TRUST | $6.5M | 2.07% | 58,278 | 减持 |
| 14 | VB | VANGUARD INDEX FDS | $5.9M | 1.88% | 19,620 | 减持 |
| 15 | SLYG | SPDR SERIES TRUST | $5.8M | 1.82% | 48,384 | 减持 |
| 16 | MDYV | SPDR SERIES TRUST | $5.4M | 1.70% | 56,763 | 减持 |
| 17 | VNQ | VANGUARD INDEX FDS | $5.1M | 1.62% | 52,980 | 减持 |
| 18 | FVD | FIRST TR EXCHANGE-TRADED FD | $4.9M | 1.56% | 102,256 | 减持 |
| 19 | SCHM | SCHWAB STRATEGIC TR | $4.9M | 1.56% | 133,848 | 减持 |
| 20 | SLYV | SPDR SERIES TRUST | $4.9M | 1.55% | 44,826 | 减持 |
| 21 | VOOV | VANGUARD ADMIRAL FDS INC | $4.4M | 1.39% | 20,118 | 增持 |
| 22 | IJH | ISHARES TR | $4.2M | 1.34% | 55,043 | 减持 |
| 23 | IJR | ISHARES TR | $3.9M | 1.23% | 26,192 | 减持 |
| 24 | EEM | ISHARES TR | $3.3M | 1.03% | 47,832 | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $3.1M | 0.97% | 8,261 | 减持 |
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