Blake Schutter Theil Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Blake Schutter Theil Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 1.48 亿美元。前几大持仓：FELC（12.86%）、SCHR（6.60%）、VXUS（6.08%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FELC | FIDELITY COVINGTON TRUST | $19.0M | 12.86% | 453,709 | 减持 |
| 2 | SCHR | SCHWAB STRATEGIC TR | $9.8M | 6.60% | 395,554 | 增持 |
| 3 | VXUS | VANGUARD STAR FDS | $9.0M | 6.08% | 105,111 | 新建仓 |
| 4 | SCHK | SCHWAB STRATEGIC TR | $6.9M | 4.64% | 190,089 | 持平 |
| 5 | VYM | VANGUARD WHITEHALL FDS | $5.9M | 4.02% | 37,645 | 增持 |
| 6 | IJH | ISHARES TR | $5.9M | 3.98% | 76,354 | 增持 |
| 7 | DIVB | ISHARES TR | $5.7M | 3.85% | 92,469 | 增持 |
| 8 | HDV | ISHARES TR | $5.4M | 3.66% | 197,526 | 增持 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $3.8M | 2.55% | 45,012 | 增持 |
| 10 | AAPL | APPLE INC | $3.5M | 2.40% | 12,246 | 增持 |
| 11 | VOO | VANGUARD INDEX FDS | $3.5M | 2.38% | 5,126 | 增持 |
| 12 | QUAL | ISHARES TR | $2.5M | 1.70% | 11,447 | 持平 |
| 13 | USMV | ISHARES TR | $2.5M | 1.68% | 25,821 | 持平 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.61% | 4,748 | 减持 |
| 15 | GOOGL | ALPHABET INC | $2.0M | 1.39% | 5,730 | 减持 |
| 16 | MTUM | ISHARES TR | $2.0M | 1.35% | 5,840 | 减持 |
| 17 | NIM | NUVEEN SELECT MAT MUN FD | $1.9M | 1.27% | 200,058 | 增持 |
| 18 | SGOV | ISHARES TR | $1.4M | 0.95% | 13,903 | 减持 |
| 19 | DGRO | ISHARES TR | $1.4M | 0.93% | 18,147 | 持平 |
| 20 | NUV | NUVEEN MUN VALUE FD INC | $1.4M | 0.93% | 148,378 | 持平 |
| 21 | JPM | JPMORGAN CHASE & CO | $1.3M | 0.90% | 4,086 | 减持 |
| 22 | GOOG | ALPHABET INC | $1.3M | 0.89% | 3,711 | 持平 |
| 23 | IVE | ISHARES TR | $1.3M | 0.86% | 5,581 | 持平 |
| 24 | LVHI | LEGG MASON ETF INVT | $1.2M | 0.83% | 30,386 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $1.2M | 0.79% | 3,137 | 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