Ball & Co Wealth Management Inc. 13F 持仓 · 2026年Q2
Ball & Co Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 1.41 亿美元。前几大持仓：VIG（20.52%）、IWF（14.38%）、EFV（14.00%）。本季前 25 大持仓中：新建仓 4 只、增持 12 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $28.9M | 20.52% | 122,288 | 减持 |
| 2 | IWF | ISHARES TR | $20.3M | 14.38% | 163,335 | 增持 |
| 3 | EFV | ISHARES TR | $19.7M | 14.00% | 257,929 | 增持 |
| 4 | GLD | SPDR GOLD TR | $15.8M | 11.17% | 42,775 | 增持 |
| 5 | KSPY | KRANESHARES TRUST | $11.0M | 7.77% | 373,902 | 持平 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $9.7M | 6.88% | 196,983 | 减持 |
| 7 | AMLP | ALPS ETF TR | $7.1M | 5.03% | 136,894 | 减持 |
| 8 | XLRE | SELECT SECTOR SPDR TR | $6.9M | 4.90% | 156,849 | 新建仓 |
| 9 | AMGN | AMGEN INC | $5.2M | 3.69% | 14,353 | 增持 |
| 10 | HECA | ETF OPPORTUNITIES TRUST | $3.6M | 2.59% | 133,666 | 新建仓 |
| 11 | XLV | SELECT SECTOR SPDR TR | $2.4M | 1.71% | 15,235 | 新建仓 |
| 12 | FELG | FIDELITY COVINGTON TRUST | $1.2M | 0.88% | 28,438 | 减持 |
| 13 | AAPL | APPLE INC | $1.0M | 0.71% | 3,464 | 增持 |
| 14 | GILD | GILEAD SCIENCES INC | $964,000 | 0.68% | 7,636 | 增持 |
| 15 | FELV | FIDELITY COVINGTON TRUST | $796,000 | 0.56% | 19,864 | 减持 |
| 16 | FENI | FIDELITY COVINGTON TRUST | $596,000 | 0.42% | 14,874 | 减持 |
| 17 | ABBV | ABBVIE INC | $571,000 | 0.40% | 2,272 | 增持 |
| 18 | GOOGL | ALPHABET INC | $564,000 | 0.40% | 1,580 | 增持 |
| 19 | FDVV | FIDELITY COVINGTON TRUST | $523,000 | 0.37% | 8,679 | 减持 |
| 20 | FIDI | FIDELITY COVINGTON TRUST | $393,000 | 0.28% | 14,361 | 减持 |
| 21 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $333,000 | 0.24% | 8,429 | 新建仓 |
| 22 | AMZN | AMAZON COM INC | $306,000 | 0.22% | 1,284 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO. | $280,000 | 0.20% | 856 | 增持 |
| 24 | FESM | FIDELITY COVINGTON TRUST | $256,000 | 0.18% | 5,320 | 增持 |
| 25 | SBUX | STARBUCKS CORP | $236,000 | 0.17% | 2,312 | 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