Buska Wealth Management, LLC 13F 持仓 · 2026年Q3
Buska Wealth Management 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 75 只证券,申报市值合计 2.91 亿美元。前几大持仓:IVV(11.25%)、VIG(10.08%)、VYM(9.39%)。本季前 25 大持仓中:增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $32.7M | 11.25% | 42,664 | 减持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $29.3M | 10.08% | 125,546 | 减持 |
| 3 | VYM | VANGUARD WHITEHALL FDS | $27.3M | 9.39% | 175,852 | 增持 |
| 4 | ACYN | FIRST TR EXCHANGE-TRADED FD | $26.3M | 9.07% | 1.3M | 增持 |
| 5 | SPYG | SPDR SERIES TRUST | $25.2M | 8.69% | 205,109 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $18.8M | 6.48% | 25,444 | 增持 |
| 7 | VYMI | VANGUARD WHITEHALL FDS | $18.4M | 6.34% | 182,114 | 增持 |
| 8 | BUFF | INNOVATOR ETFS TRUST | $12.6M | 4.32% | 233,118 | 增持 |
| 9 | QTUM | ETF SER SOLUTIONS | $6.7M | 2.29% | 43,893 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $6.5M | 2.24% | 82,979 | 增持 |
| 11 | SPSM | SPDR SERIES TRUST | $6.4M | 2.20% | 120,913 | 增持 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $5.4M | 1.87% | 69,319 | 减持 |
| 13 | RDVI | FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.84% | 191,803 | 增持 |
| 14 | ACYS | FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.81% | 255,693 | 增持 |
| 15 | EEM | ISHARES TR | $5.0M | 1.71% | 74,384 | 增持 |
| 16 | VGIT | VANGUARD SCOTTSDALE FDS | $4.7M | 1.62% | 82,948 | 减持 |
| 17 | VGMS | VANGUARD MALVERN FDS | $4.4M | 1.53% | 89,719 | 减持 |
| 18 | XLE | SELECT SECTOR SPDR TR | $3.8M | 1.29% | 60,977 | 减持 |
| 19 | FLRN | SPDR SERIES TRUST | $3.3M | 1.13% | 106,723 | 减持 |
| 20 | FLOT | ISHARES TR | $3.2M | 1.11% | 63,258 | 减持 |
| 21 | IEUR | ISHARES TR | $3.1M | 1.08% | 42,607 | 减持 |
| 22 | IGSB | ISHARES TR | $2.7M | 0.93% | 52,767 | 减持 |
| 23 | FFSM | FIDELITY COVINGTON TRUST | $2.5M | 0.86% | 73,743 | 减持 |
| 24 | PNOV | INNOVATOR ETFS TRUST | $2.1M | 0.72% | 46,076 | 减持 |
| 25 | XAR | SPDR SERIES TRUST | $1.8M | 0.60% | 7,576 | 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