Boyum Wealth Architects LLC 13F 持仓 · 2026年Q3
Boyum Wealth Architects 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 2.46 亿美元。前几大持仓：SCHB（18.35%）、PRF（11.76%）、PTRB（10.90%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $45.1M | 18.35% | 1.5M | 增持 |
| 2 | PRF | INVESCO EXCHANGE TRADED FD T | $28.9M | 11.76% | 527,580 | 减持 |
| 3 | PTRB | PGIM ETF TR | $26.8M | 10.90% | 680,149 | 增持 |
| 4 | DYNF | BLACKROCK ETF TRUST | $23.5M | 9.54% | 335,432 | 减持 |
| 5 | AVDE | AMERICAN CENTY ETF TR | $17.0M | 6.91% | 188,089 | 增持 |
| 6 | RUNN | STRATEGIC TRUST | $14.4M | 5.86% | 440,864 | 增持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $13.0M | 5.28% | 136,029 | 增持 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $11.8M | 4.78% | 38,081 | 增持 |
| 9 | SGOV | ISHARES TR | $8.1M | 3.28% | 80,324 | 增持 |
| 10 | VTI | VANGUARD INDEX FDS | $4.3M | 1.77% | 11,494 | 减持 |
| 11 | AVDS | AMERICAN CENTY ETF TR | $3.7M | 1.51% | 47,538 | 增持 |
| 12 | JVAL | J P MORGAN EXCHANGE TRADED F | $2.8M | 1.16% | 48,519 | 减持 |
| 13 | JMHI | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.04% | 54,457 | 减持 |
| 14 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.5M | 1.03% | 67,000 | 减持 |
| 15 | QUAL | ISHARES TR | $2.3M | 0.95% | 10,357 | 减持 |
| 16 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.3M | 0.94% | 51,756 | 减持 |
| 17 | AAPL | APPLE INC | $2.1M | 0.87% | 6,411 | 增持 |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.82% | 35,901 | 减持 |
| 19 | FAST | FASTENAL CO | $1.8M | 0.72% | 34,740 | 持平 |
| 20 | JGRO | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.71% | 17,875 | 减持 |
| 21 | IEFA | ISHARES TR | $1.7M | 0.68% | 17,330 | 减持 |
| 22 | QQQ | INVESCO QQQ TR | $1.6M | 0.66% | 2,179 | 减持 |
| 23 | IWF | ISHARES TR | $1.6M | 0.65% | 12,546 | 减持 |
| 24 | SMMD | ISHARES TR | $1.3M | 0.52% | 14,709 | 减持 |
| 25 | IXUS | ISHARES TR | $1.2M | 0.50% | 12,941 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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