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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
1IVVISHARES TR$32.7M11.25%42,664减持
2VIGVANGUARD SPECIALIZED FUNDS$29.3M10.08%125,546减持
3VYMVANGUARD WHITEHALL FDS$27.3M9.39%175,852增持
4ACYNFIRST TR EXCHANGE-TRADED FD$26.3M9.07%1.3M增持
5SPYGSPDR SERIES TRUST$25.2M8.69%205,109减持
6QQQINVESCO QQQ TR$18.8M6.48%25,444增持
7VYMIVANGUARD WHITEHALL FDS$18.4M6.34%182,114增持
8BUFFINNOVATOR ETFS TRUST$12.6M4.32%233,118增持
9QTUMETF SER SOLUTIONS$6.7M2.29%43,893增持
10VOVANGUARD INDEX FDS$6.5M2.24%82,979增持
11SPSMSPDR SERIES TRUST$6.4M2.20%120,913增持
12VCITVANGUARD SCOTTSDALE FDS$5.4M1.87%69,319减持
13RDVIFIRST TR EXCHANGE-TRADED FD$5.3M1.84%191,803增持
14ACYSFIRST TR EXCHANGE-TRADED FD$5.3M1.81%255,693增持
15EEMISHARES TR$5.0M1.71%74,384增持
16VGITVANGUARD SCOTTSDALE FDS$4.7M1.62%82,948减持
17VGMSVANGUARD MALVERN FDS$4.4M1.53%89,719减持
18XLESELECT SECTOR SPDR TR$3.8M1.29%60,977减持
19FLRNSPDR SERIES TRUST$3.3M1.13%106,723减持
20FLOTISHARES TR$3.2M1.11%63,258减持
21IEURISHARES TR$3.1M1.08%42,607减持
22IGSBISHARES TR$2.7M0.93%52,767减持
23FFSMFIDELITY COVINGTON TRUST$2.5M0.86%73,743减持
24PNOVINNOVATOR ETFS TRUST$2.1M0.72%46,076减持
25XARSPDR SERIES TRUST$1.8M0.60%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