Beirne Wealth Consulting Services, LLC 13F 持仓 · 2026年Q2
Beirne Wealth Consulting Services 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 102 只证券,申报市值合计 5.03 亿美元。前几大持仓:IWD(13.11%)、IWF(9.45%)、EEM(7.16%)。本季前 25 大持仓中:增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $65.9M | 13.11% | 271,741 | 增持 |
| 2 | IWF | ISHARES TR | $47.5M | 9.45% | 382,370 | 增持 |
| 3 | EEM | ISHARES TR | $36.0M | 7.16% | 526,196 | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $31.5M | 6.26% | 441,569 | 减持 |
| 5 | AGG | ISHARES TR | $29.8M | 5.92% | 300,743 | 减持 |
| 6 | IWM | ISHARES TR | $29.0M | 5.77% | 96,580 | 增持 |
| 7 | IVV | ISHARES TR | $20.6M | 4.09% | 27,441 | 增持 |
| 8 | LRGF | ISHARES TR | $20.2M | 4.03% | 267,564 | 增持 |
| 9 | VUG | VANGUARD INDEX FDS | $16.7M | 3.32% | 193,821 | 增持 |
| 10 | IJR | ISHARES TR | $16.0M | 3.19% | 108,001 | 增持 |
| 11 | IEFA | ISHARES TR | $15.6M | 3.10% | 161,447 | 增持 |
| 12 | VB | VANGUARD INDEX FDS | $14.3M | 2.84% | 47,050 | 增持 |
| 13 | VO | VANGUARD INDEX FDS | $13.7M | 2.72% | 169,648 | 增持 |
| 14 | IEMG | ISHARES INC | $12.1M | 2.41% | 146,106 | 增持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $9.0M | 1.79% | 150,453 | 减持 |
| 16 | EFA | ISHARES TR | $8.5M | 1.69% | 81,873 | 增持 |
| 17 | HYG | ISHARES TR | $7.1M | 1.42% | 89,110 | 增持 |
| 18 | FLOT | ISHARES TR | $6.7M | 1.32% | 130,392 | 增持 |
| 19 | INTF | ISHARES TR | $6.4M | 1.27% | 155,260 | 增持 |
| 20 | SMLF | ISHARES TR | $5.4M | 1.07% | 60,302 | 增持 |
| 21 | EMGF | ISHARES INC | $5.1M | 1.01% | 69,136 | 增持 |
| 22 | GDX | VANECK ETF TRUST | $5.1M | 1.01% | 67,078 | 减持 |
| 23 | ACWI | ISHARES TR | $4.8M | 0.95% | 30,420 | 增持 |
| 24 | AAPL | APPLE INC | $4.7M | 0.93% | 16,227 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $4.1M | 0.81% | 10,962 | 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