Bellwether Advisors, LLC 13F 持仓 · 2026年Q2
Bellwether Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 167 只证券，申报市值合计 6.75 亿美元。前几大持仓：XLK（10.61%）、IVV（6.52%）、VEA（4.87%）。本季前 25 大持仓中：新建仓 4 只、增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $71.7M | 10.61% | 376,090 | 增持 |
| 2 | IVV | ISHARES TR | $44.0M | 6.52% | 58,738 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $32.8M | 4.87% | 461,032 | 新建仓 |
| 4 | XLI | SELECT SECTOR SPDR TR | $28.3M | 4.19% | 152,772 | 减持 |
| 5 | XLV | SELECT SECTOR SPDR TR | $22.6M | 3.34% | 142,132 | 增持 |
| 6 | XLY | SELECT SECTOR SPDR TR | $22.5M | 3.33% | 191,679 | 增持 |
| 7 | IEMG | ISHARES INC | $19.5M | 2.89% | 235,732 | 新建仓 |
| 8 | XLC | SELECT SECTOR SPDR TR | $18.3M | 2.71% | 170,958 | 增持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $14.2M | 2.11% | 28,442 | 减持 |
| 10 | PJAN | INNOVATOR ETFS TRUST | $13.9M | 2.06% | 280,308 | 减持 |
| 11 | XLF | SELECT SECTOR SPDR TR | $12.0M | 1.78% | 224,737 | 减持 |
| 12 | PDEC | INNOVATOR ETFS TRUST | $10.8M | 1.60% | 235,490 | 减持 |
| 13 | USMV | ISHARES TR | $10.2M | 1.51% | 105,891 | 增持 |
| 14 | XLE | SELECT SECTOR SPDR TR | $9.9M | 1.47% | 186,936 | 增持 |
| 15 | IXN | ISHARES TR | $9.6M | 1.43% | 66,780 | 增持 |
| 16 | PAPR | INNOVATOR ETFS TRUST | $9.2M | 1.37% | 218,580 | 增持 |
| 17 | PJUL | INNOVATOR ETFS TRUST | $8.0M | 1.18% | 163,173 | 增持 |
| 18 | IJH | ISHARES TR | $7.8M | 1.15% | 101,003 | 增持 |
| 19 | VFH | VANGUARD WORLD FD | $7.6M | 1.13% | 58,048 | 新建仓 |
| 20 | XLB | SELECT SECTOR SPDR TR | $7.5M | 1.11% | 147,758 | 减持 |
| 21 | PJUN | INNOVATOR ETFS TRUST | $7.4M | 1.10% | 171,305 | 增持 |
| 22 | ABBV | ABBVIE INC | $7.4M | 1.09% | 29,305 | 减持 |
| 23 | XLP | SELECT SECTOR SPDR TR | $7.4M | 1.09% | 88,928 | 减持 |
| 24 | IJR | ISHARES TR | $7.3M | 1.08% | 48,973 | 增持 |
| 25 | VDE | VANGUARD WORLD FD | $6.9M | 1.02% | 45,967 | 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