Bawa N Mallick Trust 13F 持仓 · 2026年Q2
Bawa N Mallick Trust 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 3.09 亿美元。前几大持仓：SPY（25.95%）、QQQ（16.13%）、IVV（3.53%）。本季前 25 大持仓中：增持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $80.2M | 25.95% | 107,400 | 持平 |
| 2 | QQQ | INVESCO QQQ TR | $49.8M | 16.13% | 67,680 | 增持 |
| 3 | IVV | ISHARES TR | $10.9M | 3.53% | 14,560 | 增持 |
| 4 | IWF | ISHARES TR | $9.7M | 3.14% | 78,200 | 增持 |
| 5 | VOO | VANGUARD INDEX FDS | $9.5M | 3.07% | 13,801 | 持平 |
| 6 | IUSG | ISHARES TR | $9.5M | 3.06% | 50,254 | 增持 |
| 7 | VTI | VANGUARD INDEX FDS | $9.0M | 2.90% | 24,202 | 增持 |
| 8 | VUG | VANGUARD INDEX FDS | $6.6M | 2.13% | 76,500 | 增持 |
| 9 | VV | VANGUARD INDEX FDS | $6.4M | 2.06% | 18,500 | 持平 |
| 10 | SCHB | SCHWAB STRATEGIC TR | $6.3M | 2.04% | 218,107 | 增持 |
| 11 | SPYG | SPDR SERIES TRUST | $6.1M | 1.98% | 51,307 | 增持 |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $5.5M | 1.78% | 90,000 | 持平 |
| 13 | MGK | VANGUARD WORLD FD | $4.8M | 1.56% | 55,020 | 增持 |
| 14 | IGV | ISHARES TR | $4.6M | 1.50% | 51,002 | 增持 |
| 15 | ONEQ | FIDELITY COMWLTH TR | $4.4M | 1.44% | 43,000 | 持平 |
| 16 | RSPT | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.34% | 64,080 | 持平 |
| 17 | ILCG | ISHARES TR | $3.8M | 1.24% | 32,857 | 持平 |
| 18 | PSI | INVESCO EXCHANGE TRADED FD T | $3.8M | 1.22% | 20,015 | 增持 |
| 19 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 1.17% | 106,520 | 持平 |
| 20 | PTF | INVESCO EXCHANGE TRADED FD T | $3.3M | 1.06% | 24,000 | 持平 |
| 21 | SCHX | SCHWAB STRATEGIC TR | $3.1M | 1.01% | 105,900 | 持平 |
| 22 | SPTM | SPDR SERIES TRUST | $3.0M | 0.98% | 33,400 | 持平 |
| 23 | IVW | ISHARES TR | $2.8M | 0.90% | 20,200 | 持平 |
| 24 | SCHK | SCHWAB STRATEGIC TR | $2.8M | 0.90% | 77,416 | 增持 |
| 25 | IWY | ISHARES TR | $2.6M | 0.85% | 9,010 | 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