BlackDiamond Wealth Management, LLC 13F 持仓 · 2026年Q2
BlackDiamond Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 225 只证券，申报市值合计 2.49 亿美元。前几大持仓：USFR（4.08%）、SPYM（3.94%）、AAPL（3.37%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $10.1M | 4.08% | 201,126 | 减持 |
| 2 | SPYM | SPDR SERIES TRUST | $9.8M | 3.94% | 107,665 | 减持 |
| 3 | AAPL | APPLE INC | $8.4M | 3.37% | 27,222 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $8.2M | 3.28% | 16,108 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $7.6M | 3.07% | 35,099 | 增持 |
| 6 | ITOT | ISHARES TR | $6.9M | 2.75% | 40,429 | 增持 |
| 7 | QDPL | PACER FDS TR | $6.0M | 2.40% | 127,615 | 增持 |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.8M | 2.33% | 113,117 | 增持 |
| 9 | GOOGL | ALPHABET INC | $5.5M | 2.21% | 15,354 | 增持 |
| 10 | AMZN | AMAZON COM INC | $5.2M | 2.10% | 18,821 | 增持 |
| 11 | DYNF | BLACKROCK ETF TRUST | $4.6M | 1.83% | 65,235 | 增持 |
| 12 | AVGO | BROADCOM INC | $3.8M | 1.54% | 9,045 | 增持 |
| 13 | RSST | TIDAL TRUST II | $3.3M | 1.34% | 98,456 | 增持 |
| 14 | EFG | ISHARES TR | $3.2M | 1.29% | 25,493 | 增持 |
| 15 | RBIL | RBB FD INC | $3.1M | 1.26% | 62,566 | 增持 |
| 16 | CGSD | CAPITAL GRP FIXED INCM ETF T | $3.1M | 1.23% | 119,062 | 增持 |
| 17 | XLK | SELECT SECTOR SPDR TR | $3.0M | 1.21% | 16,215 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.19% | 8,225 | 减持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $2.9M | 1.18% | 48,793 | 减持 |
| 20 | BOXX | EA SERIES TRUST | $2.8M | 1.14% | 24,193 | 减持 |
| 21 | META | META PLATFORMS INC | $2.8M | 1.13% | 4,724 | 增持 |
| 22 | BINC | BLACKROCK ETF TRUST II | $2.8M | 1.11% | 52,922 | 增持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $2.8M | 1.11% | 2,895 | 减持 |
| 24 | EFV | ISHARES TR | $2.8M | 1.11% | 33,778 | 减持 |
| 25 | GOOG | ALPHABET INC | $2.8M | 1.11% | 7,773 | 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