Bucket List Wealth Management, LLC 13F 持仓 · 2026年Q2
Bucket List Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 2.03 亿美元。前几大持仓：VTI（13.66%）、PVAL（13.13%）、AVUV（8.63%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $27.7M | 13.66% | 74,953 | 增持 |
| 2 | PVAL | PUTNAM ETF TRUST | $26.7M | 13.13% | 523,231 | 增持 |
| 3 | AVUV | AMERICAN CENTY ETF TR | $17.5M | 8.63% | 140,354 | 增持 |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $17.4M | 8.59% | 57,538 | 增持 |
| 5 | SPYG | SPDR SERIES TRUST | $15.5M | 7.66% | 130,637 | 减持 |
| 6 | IDMO | INVESCO EXCH TRADED FD TR II | $15.3M | 7.52% | 253,224 | 增持 |
| 7 | REGL | PROSHARES TR | $10.0M | 4.94% | 109,479 | 增持 |
| 8 | QQQ | INVESCO QQQ TR | $6.3M | 3.12% | 8,587 | 减持 |
| 9 | SPYV | SPDR SERIES TRUST | $5.5M | 2.72% | 90,859 | 减持 |
| 10 | THIR | THOR FINL TECHNOLOGIES TR | $4.9M | 2.43% | 143,111 | 增持 |
| 11 | DIVN | HORIZON FDS | $4.7M | 2.31% | 159,559 | 增持 |
| 12 | IWR | ISHARES TR | $4.4M | 2.15% | 39,629 | 减持 |
| 13 | NLR | VANECK ETF TRUST | $4.2M | 2.08% | 36,346 | 增持 |
| 14 | FBND | FIDELITY MERRIMACK STR TR | $3.9M | 1.91% | 85,379 | 增持 |
| 15 | XLK | SELECT SECTOR SPDR TR | $3.6M | 1.80% | 19,149 | 增持 |
| 16 | OUNZ | VANECK MERK GOLD ETF | $3.6M | 1.79% | 94,341 | 增持 |
| 17 | VOO | VANGUARD INDEX FDS | $2.7M | 1.35% | 3,975 | 增持 |
| 18 | MGK | VANGUARD WORLD FD | $2.3M | 1.12% | 25,945 | 增持 |
| 19 | AAPL | APPLE INC | $1.8M | 0.86% | 6,065 | 增持 |
| 20 | SHY | ISHARES TR | $1.7M | 0.85% | 21,020 | 增持 |
| 21 | ACWI | ISHARES TR | $1.7M | 0.83% | 10,726 | 减持 |
| 22 | IJR | ISHARES TR | $1.6M | 0.80% | 10,939 | 减持 |
| 23 | IVW | ISHARES TR | $1.6M | 0.79% | 11,630 | 减持 |
| 24 | BND | VANGUARD BD INDEX FDS | $1.4M | 0.69% | 19,179 | 减持 |
| 25 | JAAA | JANUS DETROIT STR TR | $1.2M | 0.60% | 24,055 | 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