Capital Wealth Management, LLC 13F 持仓 · 2026年Q2
Capital Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 4.16 亿美元。前几大持仓：VUG（10.74%）、SPSB（8.86%）、VTV（8.58%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $44.7M | 10.74% | 518,759 | 增持 |
| 2 | SPSB | SPDR SERIES TRUST | $36.8M | 8.86% | 1.2M | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $35.7M | 8.58% | 163,748 | 增持 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $30.2M | 7.26% | 663,628 | 增持 |
| 5 | NANR | SPDR INDEX SHS FDS | $27.0M | 6.48% | 357,181 | 减持 |
| 6 | HSCZ | ISHARES TR | $25.2M | 6.07% | 587,317 | 增持 |
| 7 | FNDF | SCHWAB STRATEGIC TR | $25.1M | 6.03% | 475,448 | 增持 |
| 8 | IMCG | ISHARES TR | $23.9M | 5.76% | 243,505 | 增持 |
| 9 | IHDG | WISDOMTREE TR | $23.7M | 5.69% | 451,633 | 增持 |
| 10 | SPEM | SPDR INDEX SHS FDS | $22.5M | 5.42% | 435,418 | 增持 |
| 11 | VBR | VANGUARD INDEX FDS | $20.4M | 4.91% | 84,066 | 增持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $18.5M | 4.45% | 547,416 | 增持 |
| 13 | XLRE | SELECT SECTOR SPDR TR | $17.1M | 4.10% | 387,611 | 增持 |
| 14 | MDYV | SPDR SERIES TRUST | $9.7M | 2.33% | 101,953 | 增持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $9.3M | 2.25% | 12,508 | 减持 |
| 16 | BUFB | INNOVATOR ETFS TRUST | $9.3M | 2.23% | 235,709 | 增持 |
| 17 | VOO | VANGUARD INDEX FDS | $8.0M | 1.93% | 11,666 | 增持 |
| 18 | FALN | ISHARES TR | $7.3M | 1.75% | 266,540 | 增持 |
| 19 | ICVT | ISHARES TR | $6.4M | 1.54% | 52,556 | 增持 |
| 20 | VIOG | VANGUARD ADMIRAL FDS INC | $2.6M | 0.63% | 17,158 | 增持 |
| 21 | SPTI | SPDR SERIES TRUST | $2.1M | 0.52% | 75,649 | 减持 |
| 22 | PWRD | TCW ETF TRUST | $2.0M | 0.47% | 15,969 | 增持 |
| 23 | SPHY | SPDR SERIES TRUST | $1.3M | 0.30% | 53,905 | 增持 |
| 24 | QQQ | INVESCO QQQ TR | $1.2M | 0.29% | 1,656 | 减持 |
| 25 | IAGG | ISHARES TR | $1.1M | 0.27% | 21,987 | 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