Base Wealth Management LLC 13F 持仓 · 2026年Q2
Base Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 2.15 亿美元。前几大持仓：VOO（13.76%）、PYLD（8.11%）、CGBL（5.69%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $29.6M | 13.76% | 43,061 | 减持 |
| 2 | PYLD | PIMCO ETF TR | $17.4M | 8.11% | 657,199 | 增持 |
| 3 | CGBL | CAPITAL GROUP CORE BALANCED | $12.2M | 5.69% | 321,993 | 增持 |
| 4 | HCI | HCI GROUP INC | $11.4M | 5.33% | 65,327 | 持平 |
| 5 | HDV | ISHARES TR | $10.4M | 4.85% | 380,207 | 增持 |
| 6 | INCM | FRANKLIN TEMPLETON ETF TR | $10.3M | 4.78% | 356,455 | 增持 |
| 7 | GARP | ISHARES TR | $9.4M | 4.38% | 114,188 | 新建仓 |
| 8 | FMDE | FIDELITY COVINGTON TRUST | $9.1M | 4.25% | 225,308 | 增持 |
| 9 | FDVV | FIDELITY COVINGTON TRUST | $8.6M | 3.98% | 141,941 | 增持 |
| 10 | VONG | VANGUARD SCOTTSDALE FDS | $8.5M | 3.93% | 66,120 | 减持 |
| 11 | JCPB | J P MORGAN EXCHANGE TRADED F | $8.4M | 3.92% | 179,326 | 增持 |
| 12 | JIRE | J P MORGAN EXCHANGE TRADED F | $8.4M | 3.89% | 101,496 | 增持 |
| 13 | QQQ | INVESCO QQQ TR | $8.4M | 3.89% | 11,363 | 减持 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $6.2M | 2.90% | 26,363 | 增持 |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.7M | 2.64% | 100,404 | 增持 |
| 16 | VTV | VANGUARD INDEX FDS | $4.8M | 2.24% | 22,088 | 增持 |
| 17 | AVEM | AMERICAN CENTY ETF TR | $4.0M | 1.85% | 41,320 | 新建仓 |
| 18 | JIVE | J P MORGAN EXCHANGE TRADED F | $4.0M | 1.85% | 43,304 | 增持 |
| 19 | VIOO | VANGUARD ADMIRAL FDS INC | $2.9M | 1.34% | 20,951 | 减持 |
| 20 | ITA | ISHARES TR | $2.7M | 1.25% | 11,110 | 增持 |
| 21 | JTEK | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.04% | 20,016 | 减持 |
| 22 | AAPL | APPLE INC | $2.2M | 1.01% | 7,540 | 增持 |
| 23 | VTI | VANGUARD INDEX FDS | $2.0M | 0.91% | 5,314 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 0.85% | 3,641 | 增持 |
| 25 | CAT | CATERPILLAR INC | $1.8M | 0.85% | 1,724 | 持平 |
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