BCS Wealth Management 13F 持仓 · 2026年Q2
BCS Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 270 只证券，申报市值合计 5.55 亿美元。前几大持仓：VOO（10.36%）、SCHX（3.60%）、SCHF（3.25%）。本季前 25 大持仓中：增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $57.5M | 10.36% | 83,736 | 增持 |
| 2 | SCHX | SCHWAB STRATEGIC TR | $20.0M | 3.60% | 679,092 | 增持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $18.0M | 3.25% | 650,399 | 减持 |
| 4 | AGG | ISHARES TR | $14.1M | 2.54% | 142,203 | 增持 |
| 5 | PG | PROCTER & GAMBLE CO | $14.0M | 2.53% | 95,712 | 持平 |
| 6 | SPYG | SPDR SERIES TRUST | $14.0M | 2.52% | 117,665 | 减持 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $12.5M | 2.25% | 157,822 | 增持 |
| 8 | SPYV | SPDR SERIES TRUST | $12.3M | 2.21% | 202,146 | 增持 |
| 9 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $10.3M | 1.86% | 529,635 | 减持 |
| 10 | BSCX | INVESCO EXCH TRD SLF IDX FD | $9.5M | 1.70% | 449,212 | 增持 |
| 11 | VYMI | VANGUARD WHITEHALL FDS | $9.3M | 1.67% | 94,636 | 增持 |
| 12 | FNDX | SCHWAB STRATEGIC TR | $8.7M | 1.57% | 280,104 | 增持 |
| 13 | BSCR | INVESCO EXCH TRD SLF IDX FD | $8.0M | 1.45% | 408,983 | 增持 |
| 14 | BOND | PIMCO ETF TR | $7.9M | 1.43% | 85,864 | 增持 |
| 15 | BSCS | INVESCO EXCH TRD SLF IDX FD | $7.1M | 1.29% | 350,461 | 增持 |
| 16 | BSCY | INVESCO EXCH TRD SLF IDX FD | $7.2M | 1.29% | 346,682 | 增持 |
| 17 | FNDF | SCHWAB STRATEGIC TR | $6.9M | 1.25% | 131,634 | 增持 |
| 18 | SPDW | SPDR INDEX SHS FDS | $7.0M | 1.25% | 138,105 | 增持 |
| 19 | SCHD | SCHWAB STRATEGIC TR | $6.9M | 1.24% | 217,305 | 减持 |
| 20 | VTV | VANGUARD INDEX FDS | $6.5M | 1.18% | 29,974 | 减持 |
| 21 | VUG | VANGUARD INDEX FDS | $6.3M | 1.14% | 73,543 | 增持 |
| 22 | SCHA | SCHWAB STRATEGIC TR | $6.0M | 1.08% | 166,639 | 减持 |
| 23 | BSMY | INVESCO EXCH TRD SLF IDX FD | $5.8M | 1.04% | 234,983 | 增持 |
| 24 | BSCT | INVESCO EXCH TRD SLF IDX FD | $5.7M | 1.03% | 308,513 | 增持 |
| 25 | AAPL | APPLE INC | $5.3M | 0.96% | 18,426 | 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