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Boyce & Associates Wealth Consulting, Inc. 13F 持仓 · 2026年Q2

Boyce & Associates Wealth Consulting 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 82 只证券,申报市值合计 1.44 亿美元。前几大持仓:DGRW(13.68%)、MOAT(7.57%)、UCON(6.17%)。本季前 25 大持仓中:增持 23 只、减持 2 只。

排名代码公司市值占组合股数变动
1DGRWWISDOMTREE TR$19.7M13.68%206,369增持
2MOATVANECK ETF TRUST$10.9M7.57%105,069增持
3UCONFIRST TR EXCHNG TRADED FD VI$8.9M6.17%357,500增持
4FNDXSCHWAB STRATEGIC TR$7.6M5.24%243,240增持
5LVHILEGG MASON ETF INVT$6.9M4.76%169,039增持
6GPIXGOLDMAN SACHS ETF TR$6.1M4.25%110,235增持
7JSCPJ P MORGAN EXCHANGE TRADED F$5.8M4.00%122,458增持
8NVDANVIDIA CORPORATION$4.9M3.36%24,246减持
9FTCFIRST TR EXCHANGE-TRADED ALP$4.2M2.92%21,706增持
10VFLOVICTORY PORTFOLIOS II$3.9M2.73%85,992增持
11AFLGFIRST TR EXCHNG TRADED FD VI$3.7M2.58%85,564增持
12DUHPDIMENSIONAL ETF TRUST$3.2M2.25%77,749增持
13AAPLAPPLE INC$2.8M1.92%9,577减持
14VOOVANGUARD INDEX FDS$2.7M1.84%3,872增持
15IAUISHARES GOLD TR$2.5M1.74%33,248增持
16DFAIDIMENSIONAL ETF TRUST$2.5M1.71%59,819增持
17RDVIFIRST TR EXCHANGE-TRADED FD$2.2M1.51%74,107增持
18FCEFFIRST TR EXCHNG TRADED FD VI$2.1M1.47%88,372增持
19AIRRFIRST TR EXCHANGE TRADED FD$2.1M1.44%15,535增持
20SPMOINVESCO EXCH TRADED FD TR II$1.8M1.28%11,443增持
21DFEVDIMENSIONAL ETF TRUST$1.8M1.26%42,639增持
22FNDFSCHWAB STRATEGIC TR$1.7M1.21%33,023增持
23AMLPALPS ETF TR$1.6M1.08%30,166增持
24JMUBJ P MORGAN EXCHANGE TRADED F$1.5M1.07%30,524增持
25GOOGLALPHABET INC$1.5M1.04%4,187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