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 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | $19.7M | 13.68% | 206,369 | 增持 |
| 2 | MOAT | VANECK ETF TRUST | $10.9M | 7.57% | 105,069 | 增持 |
| 3 | UCON | FIRST TR EXCHNG TRADED FD VI | $8.9M | 6.17% | 357,500 | 增持 |
| 4 | FNDX | SCHWAB STRATEGIC TR | $7.6M | 5.24% | 243,240 | 增持 |
| 5 | LVHI | LEGG MASON ETF INVT | $6.9M | 4.76% | 169,039 | 增持 |
| 6 | GPIX | GOLDMAN SACHS ETF TR | $6.1M | 4.25% | 110,235 | 增持 |
| 7 | JSCP | J P MORGAN EXCHANGE TRADED F | $5.8M | 4.00% | 122,458 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $4.9M | 3.36% | 24,246 | 减持 |
| 9 | FTC | FIRST TR EXCHANGE-TRADED ALP | $4.2M | 2.92% | 21,706 | 增持 |
| 10 | VFLO | VICTORY PORTFOLIOS II | $3.9M | 2.73% | 85,992 | 增持 |
| 11 | AFLG | FIRST TR EXCHNG TRADED FD VI | $3.7M | 2.58% | 85,564 | 增持 |
| 12 | DUHP | DIMENSIONAL ETF TRUST | $3.2M | 2.25% | 77,749 | 增持 |
| 13 | AAPL | APPLE INC | $2.8M | 1.92% | 9,577 | 减持 |
| 14 | VOO | VANGUARD INDEX FDS | $2.7M | 1.84% | 3,872 | 增持 |
| 15 | IAU | ISHARES GOLD TR | $2.5M | 1.74% | 33,248 | 增持 |
| 16 | DFAI | DIMENSIONAL ETF TRUST | $2.5M | 1.71% | 59,819 | 增持 |
| 17 | RDVI | FIRST TR EXCHANGE-TRADED FD | $2.2M | 1.51% | 74,107 | 增持 |
| 18 | FCEF | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.47% | 88,372 | 增持 |
| 19 | AIRR | FIRST TR EXCHANGE TRADED FD | $2.1M | 1.44% | 15,535 | 增持 |
| 20 | SPMO | INVESCO EXCH TRADED FD TR II | $1.8M | 1.28% | 11,443 | 增持 |
| 21 | DFEV | DIMENSIONAL ETF TRUST | $1.8M | 1.26% | 42,639 | 增持 |
| 22 | FNDF | SCHWAB STRATEGIC TR | $1.7M | 1.21% | 33,023 | 增持 |
| 23 | AMLP | ALPS ETF TR | $1.6M | 1.08% | 30,166 | 增持 |
| 24 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.5M | 1.07% | 30,524 | 增持 |
| 25 | GOOGL | ALPHABET INC | $1.5M | 1.04% | 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