Boyd Wealth Management, LLC 13F 持仓 · 2026年Q2
Boyd Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 2.64 亿美元。前几大持仓：VOO（21.70%）、SCHF（8.61%）、SPYG（8.31%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $57.3M | 21.70% | 83,461 | 减持 |
| 2 | SCHF | SCHWAB STRATEGIC TR | $22.7M | 8.61% | 821,227 | 增持 |
| 3 | SPYG | SPDR SERIES TRUST | $22.0M | 8.31% | 184,601 | 减持 |
| 4 | SCHE | SCHWAB STRATEGIC TR | $16.9M | 6.39% | 465,589 | 增持 |
| 5 | BIV | VANGUARD BD INDEX FDS | $16.6M | 6.27% | 216,088 | 增持 |
| 6 | VCLT | VANGUARD SCOTTSDALE FDS | $15.5M | 5.88% | 206,584 | 新建仓 |
| 7 | HYDB | ISHARES TR | $15.1M | 5.73% | 323,904 | 增持 |
| 8 | IJR | ISHARES TR | $15.0M | 5.68% | 101,192 | 增持 |
| 9 | IVV | ISHARES TR | $11.7M | 4.44% | 15,648 | 减持 |
| 10 | VTV | VANGUARD INDEX FDS | $11.6M | 4.38% | 53,058 | 减持 |
| 11 | IJH | ISHARES TR | $9.0M | 3.39% | 116,115 | 增持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $5.2M | 1.96% | 153,363 | 减持 |
| 13 | IEFA | ISHARES TR | $5.1M | 1.93% | 52,909 | 增持 |
| 14 | MGV | VANGUARD WORLD FD | $4.7M | 1.76% | 28,517 | 减持 |
| 15 | VO | VANGUARD INDEX FDS | $3.9M | 1.46% | 47,983 | 增持 |
| 16 | VB | VANGUARD INDEX FDS | $3.5M | 1.34% | 11,679 | 减持 |
| 17 | IWL | ISHARES TR | $2.5M | 0.96% | 13,775 | 减持 |
| 18 | IEMG | ISHARES INC | $2.5M | 0.93% | 29,817 | 持平 |
| 19 | VUG | VANGUARD INDEX FDS | $2.2M | 0.84% | 25,671 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $1.8M | 0.69% | 9,145 | 增持 |
| 21 | SPYX | SPDR SERIES TRUST | $1.8M | 0.68% | 29,590 | 减持 |
| 22 | IUSV | ISHARES TR | $1.5M | 0.55% | 13,275 | 减持 |
| 23 | AAPL | APPLE INC | $1.4M | 0.53% | 4,794 | 增持 |
| 24 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.41% | 21,518 | 增持 |
| 25 | VTEB | VANGUARD MUN BD FDS | $1.1M | 0.41% | 21,259 | 减持 |
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