Buck Wealth Strategies, LLC 13F 持仓 · 2026年Q2
Buck Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,170 只证券，申报市值合计 9.56 亿美元。前几大持仓：IVV（10.33%）、BOND（6.28%）、AGG（4.37%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $98.7M | 10.33% | 131,827 | 增持 |
| 2 | BOND | PIMCO ETF TR | $60.1M | 6.28% | 651,556 | 增持 |
| 3 | AGG | ISHARES TR | $41.7M | 4.37% | 421,730 | 增持 |
| 4 | SPYG | SPDR SERIES TRUST | $30.4M | 3.18% | 255,300 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $27.2M | 2.84% | 381,159 | 增持 |
| 6 | DGRO | ISHARES TR | $24.7M | 2.59% | 326,243 | 增持 |
| 7 | VO | VANGUARD INDEX FDS | $23.1M | 2.42% | 286,793 | 增持 |
| 8 | AAPL | APPLE INC | $22.3M | 2.33% | 77,148 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO | $19.4M | 2.03% | 59,289 | 增持 |
| 10 | AMZN | AMAZON COM INC | $19.1M | 2.00% | 80,066 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $18.6M | 1.94% | 49,801 | 增持 |
| 12 | VNLA | JANUS DETROIT STR TR | $18.5M | 1.94% | 379,297 | 减持 |
| 13 | GOOGL | ALPHABET INC | $18.1M | 1.89% | 50,520 | 减持 |
| 14 | XONE | BONDBLOXX ETF TRUST | $15.6M | 1.63% | 316,178 | 减持 |
| 15 | V | VISA INC | $14.7M | 1.53% | 42,756 | 增持 |
| 16 | KO | COCA COLA CO | $14.5M | 1.52% | 178,406 | 增持 |
| 17 | MRK | MERCK & CO INC | $14.5M | 1.52% | 113,226 | 增持 |
| 18 | AMGN | AMGEN INC | $14.5M | 1.51% | 39,968 | 增持 |
| 19 | PG | PROCTER & GAMBLE CO | $13.8M | 1.45% | 94,392 | 增持 |
| 20 | WM | WASTE MGMT INC DEL | $13.9M | 1.45% | 62,394 | 增持 |
| 21 | IJR | ISHARES TR | $13.8M | 1.44% | 93,071 | 增持 |
| 22 | WMT | WALMART INC | $13.7M | 1.44% | 121,253 | 增持 |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $13.5M | 1.41% | 267,213 | 增持 |
| 24 | LMT | LOCKHEED MARTIN CORP | $13.1M | 1.37% | 25,660 | 增持 |
| 25 | GLDM | WORLD GOLD TR | $12.6M | 1.32% | 159,140 | 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