Bestgate Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Bestgate Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 6,277.69 万美元。前几大持仓：IVV（11.81%）、VEA（10.21%）、SPYM（7.52%）。本季前 25 大持仓中：增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $7.4M | 11.81% | 9,904 | 减持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $6.4M | 10.21% | 89,975 | 增持 |
| 3 | SPYM | SPDR SERIES TRUST | $4.7M | 7.52% | 53,698 | 减持 |
| 4 | SCHZ | SCHWAB STRATEGIC TR | $4.4M | 7.02% | 190,531 | 减持 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $4.2M | 6.69% | 13,867 | 增持 |
| 6 | VXF | VANGUARD INDEX FDS | $3.3M | 5.24% | 13,352 | 增持 |
| 7 | QUAL | ISHARES TR | $2.8M | 4.49% | 12,847 | 增持 |
| 8 | MBB | ISHARES TR | $2.5M | 3.94% | 26,179 | 增持 |
| 9 | VOO | VANGUARD INDEX FDS | $2.3M | 3.74% | 3,420 | 增持 |
| 10 | EMXC | ISHARES INC | $2.3M | 3.73% | 22,866 | 增持 |
| 11 | SCHI | SCHWAB STRATEGIC TR | $1.9M | 2.98% | 82,682 | 增持 |
| 12 | XSVM | INVESCO EXCHANGE TRADED FD T | $1.7M | 2.69% | 24,275 | 减持 |
| 13 | IEFA | ISHARES TR | $1.4M | 2.30% | 14,965 | 减持 |
| 14 | SCHH | SCHWAB STRATEGIC TR | $1.3M | 2.04% | 54,181 | 增持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $1.2M | 1.90% | 3,501 | 持平 |
| 16 | GOVT | ISHARES TR | $990,524 | 1.58% | 43,482 | 减持 |
| 17 | GOOGL | ALPHABET INC | $977,407 | 1.56% | 2,735 | 减持 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $956,095 | 1.52% | 2,002 | 持平 |
| 19 | VBR | VANGUARD INDEX FDS | $878,895 | 1.40% | 3,617 | 减持 |
| 20 | MGK | VANGUARD WORLD FD | $866,353 | 1.38% | 9,855 | 增持 |
| 21 | VO | VANGUARD INDEX FDS | $771,861 | 1.23% | 9,580 | 增持 |
| 22 | AMZN | AMAZON COM INC | $761,735 | 1.21% | 3,196 | 持平 |
| 23 | VGT | VANGUARD WORLD FD | $637,759 | 1.02% | 5,336 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $591,140 | 0.94% | 1,806 | 减持 |
| 25 | ASML | ASML HLDG NV | $574,948 | 0.92% | 289 | 持平 |
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