Beacon Bridge Wealth Partners, LLC 13F 持仓 · 2026年Q2
Beacon Bridge Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 105 只证券，申报市值合计 3.51 亿美元。前几大持仓：SPY（8.64%）、DYNF（4.90%）、VUG（4.68%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 10 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 | $30.3M | 8.64% | 40,596 | 增持 |
| 2 | DYNF | BLACKROCK ETF TRUST | $17.2M | 4.90% | 253,037 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $16.4M | 4.68% | 190,527 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $14.4M | 4.09% | 65,893 | 减持 |
| 5 | MUB | ISHARES TR | $13.8M | 3.93% | 128,023 | 增持 |
| 6 | VOO | VANGUARD INDEX FDS | $12.7M | 3.63% | 18,555 | 减持 |
| 7 | IVV | ISHARES TR | $12.3M | 3.51% | 16,429 | 增持 |
| 8 | MBB | ISHARES TR | $10.9M | 3.10% | 115,183 | 增持 |
| 9 | SPYG | SPDR SERIES TRUST | $10.2M | 2.92% | 86,059 | 减持 |
| 10 | SCHG | SCHWAB STRATEGIC TR | $9.0M | 2.57% | 266,774 | 增持 |
| 11 | IEMG | ISHARES INC | $8.0M | 2.27% | 96,030 | 减持 |
| 12 | FLMI | FRANKLIN TEMPLETON ETF TR | $7.9M | 2.26% | 314,712 | 增持 |
| 13 | GOVT | ISHARES TR | $7.4M | 2.12% | 326,927 | 增持 |
| 14 | BAI | BLACKROCK ETF TRUST | $7.4M | 2.10% | 139,883 | 减持 |
| 15 | BDYN | BLACKROCK ETF TRUST | $7.1M | 2.02% | 255,226 | 增持 |
| 16 | SCHZ | SCHWAB STRATEGIC TR | $6.8M | 1.93% | 292,966 | 增持 |
| 17 | BINC | BLACKROCK ETF TRUST II | $6.1M | 1.75% | 117,051 | 减持 |
| 18 | EFG | ISHARES TR | $5.7M | 1.62% | 45,808 | 新建仓 |
| 19 | BDVL | BLACKROCK ETF TRUST | $5.4M | 1.54% | 207,920 | 减持 |
| 20 | SCHQ | SCHWAB STRATEGIC TR | $5.3M | 1.52% | 169,913 | 减持 |
| 21 | MTUM | ISHARES TR | $5.2M | 1.49% | 15,240 | 减持 |
| 22 | VB | VANGUARD INDEX FDS | $5.1M | 1.46% | 16,889 | 增持 |
| 23 | EFV | ISHARES TR | $5.1M | 1.45% | 66,431 | 减持 |
| 24 | IAGG | ISHARES TR | $5.1M | 1.45% | 100,772 | 增持 |
| 25 | IALT | BLACKROCK ETF TRUST | $4.9M | 1.41% | 176,392 | 新建仓 |
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