Caliber Wealth Management, LLC / KS 13F 持仓 · 2026年Q2
Caliber Wealth Management, LLC / KS 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 300 只证券，申报市值合计 10.36 亿美元。前几大持仓：IVV（15.70%）、AVUS（7.78%）、IJH（3.39%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $162.6M | 15.70% | 217,143 | 减持 |
| 2 | AVUS | AMERICAN CENTY ETF TR | $80.5M | 7.78% | 628,777 | 增持 |
| 3 | IJH | ISHARES TR | $35.1M | 3.39% | 455,491 | 增持 |
| 4 | IWF | ISHARES TR | $33.7M | 3.25% | 271,447 | 增持 |
| 5 | AGG | ISHARES TR | $30.6M | 2.95% | 308,699 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $28.8M | 2.78% | 77,814 | 减持 |
| 7 | AVDE | AMERICAN CENTY ETF TR | $24.3M | 2.35% | 272,559 | 增持 |
| 8 | VOO | VANGUARD INDEX FDS | $23.6M | 2.28% | 34,333 | 减持 |
| 9 | IJR | ISHARES TR | $22.1M | 2.14% | 149,234 | 减持 |
| 10 | AVEM | AMERICAN CENTY ETF TR | $21.4M | 2.06% | 221,589 | 增持 |
| 11 | IEFA | ISHARES TR | $20.3M | 1.96% | 210,043 | 增持 |
| 12 | PULS | PGIM ETF TR | $18.7M | 1.81% | 378,362 | 增持 |
| 13 | QQQ | INVESCO QQQ TR | $18.3M | 1.77% | 24,823 | 减持 |
| 14 | AVUV | AMERICAN CENTY ETF TR | $15.1M | 1.46% | 120,915 | 增持 |
| 15 | XLK | SELECT SECTOR SPDR TR | $15.0M | 1.45% | 78,689 | 减持 |
| 16 | SLV | ISHARES SILVER TR | $11.9M | 1.15% | 222,828 | 减持 |
| 17 | WMT | WALMART INC | $10.4M | 1.00% | 91,586 | 减持 |
| 18 | DFIV | DIMENSIONAL ETF TRUST | $10.3M | 0.99% | 190,541 | 减持 |
| 19 | GOOG | ALPHABET INC | $9.9M | 0.95% | 27,883 | 减持 |
| 20 | AVGO | BROADCOM INC | $8.9M | 0.86% | 23,527 | 增持 |
| 21 | VO | VANGUARD INDEX FDS | $8.4M | 0.81% | 103,856 | 增持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $8.0M | 0.77% | 10,732 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $7.9M | 0.76% | 21,075 | 增持 |
| 24 | AAPL | APPLE INC | $7.7M | 0.75% | 26,719 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $7.8M | 0.75% | 23,778 | 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