Ccg Wealth Management, LLC 13F 持仓 · 2026年Q2
Ccg Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 4.31 亿美元。前几大持仓：SPYM（13.20%）、QQQ（8.55%）、IWR（7.68%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $56.9M | 13.20% | 647,752 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $36.9M | 8.55% | 50,039 | 增持 |
| 3 | IWR | ISHARES TR | $33.1M | 7.68% | 300,147 | 增持 |
| 4 | SPYG | SPDR SERIES TRUST | $29.7M | 6.90% | 249,942 | 减持 |
| 5 | SCHF | SCHWAB STRATEGIC TR | $27.4M | 6.35% | 987,722 | 增持 |
| 6 | IJR | ISHARES TR | $17.2M | 4.00% | 116,140 | 增持 |
| 7 | SCHP | SCHWAB STRATEGIC TR | $15.4M | 3.57% | 580,465 | 新建仓 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $12.7M | 2.94% | 16,905 | 减持 |
| 9 | AAPL | APPLE INC | $12.4M | 2.88% | 42,849 | 增持 |
| 10 | SFLR | INNOVATOR ETFS TRUST | $9.4M | 2.19% | 244,326 | 减持 |
| 11 | GOOG | ALPHABET INC | $9.1M | 2.12% | 25,866 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $8.5M | 1.97% | 42,450 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $8.4M | 1.96% | 22,598 | 增持 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $8.0M | 1.86% | 13,796 | 增持 |
| 15 | GOOGL | ALPHABET INC | $6.2M | 1.44% | 17,418 | 增持 |
| 16 | QFLR | INNOVATOR ETFS TRUST | $5.9M | 1.38% | 162,537 | 减持 |
| 17 | IAU | ISHARES GOLD TR | $5.7M | 1.32% | 75,115 | 减持 |
| 18 | TSLA | TESLA INC | $5.6M | 1.30% | 13,305 | 增持 |
| 19 | AMZN | AMAZON COM INC | $3.9M | 0.90% | 16,301 | 增持 |
| 20 | PG | PROCTER & GAMBLE CO | $3.8M | 0.88% | 25,738 | 减持 |
| 21 | JMST | J P MORGAN EXCHANGE TRADED F | $3.3M | 0.78% | 65,597 | 增持 |
| 22 | WMT | WALMART INC | $3.3M | 0.78% | 29,548 | 减持 |
| 23 | IVW | ISHARES TR | $3.1M | 0.72% | 22,494 | 持平 |
| 24 | VTI | VANGUARD INDEX FDS | $3.0M | 0.70% | 8,129 | 增持 |
| 25 | META | META PLATFORMS INC | $2.9M | 0.68% | 5,172 | 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