Chicago Wealth Management, Inc. 13F 持仓 · 2026年Q2
Chicago Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 63 只证券，申报市值合计 2.82 亿美元。前几大持仓：SOXX（8.00%）、XLI（5.80%）、IDV（4.89%）。本季前 25 大持仓中：新建仓 7 只、增持 17 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SOXX | ISHARES TR | $22.5M | 8.00% | 35,178 | 减持 |
| 2 | XLI | SELECT SECTOR SPDR TR | $16.4M | 5.80% | 88,271 | 增持 |
| 3 | IDV | ISHARES TR | $13.8M | 4.89% | 332,842 | 增持 |
| 4 | LIT | GLOBAL X FDS | $13.5M | 4.80% | 172,824 | 增持 |
| 5 | REMX | VANECK ETF TRUST | $13.4M | 4.74% | 150,936 | 增持 |
| 6 | VPL | VANGUARD INTL EQUITY INDEX F | $13.3M | 4.70% | 114,546 | 增持 |
| 7 | CLIP | GLOBAL X FDS | $13.0M | 4.62% | 129,887 | 新建仓 |
| 8 | QQQ | INVESCO QQQ TR | $12.8M | 4.54% | 17,361 | 增持 |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | $12.7M | 4.52% | 143,857 | 增持 |
| 10 | XBI | SPDR SERIES TRUST | $12.5M | 4.42% | 78,688 | 新建仓 |
| 11 | XME | SPDR SERIES TRUST | $11.9M | 4.22% | 111,146 | 增持 |
| 12 | PAVE | GLOBAL X FDS | $11.8M | 4.20% | 200,760 | 增持 |
| 13 | SGOV | ISHARES TR | $10.9M | 3.87% | 108,427 | 新建仓 |
| 14 | EMXC | ISHARES INC | $10.6M | 3.76% | 103,633 | 增持 |
| 15 | IEMG | ISHARES INC | $8.5M | 3.02% | 102,719 | 增持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $7.7M | 2.72% | 10,284 | 增持 |
| 17 | SPHB | INVESCO EXCH TRADED FD TR II | $7.3M | 2.58% | 46,706 | 新建仓 |
| 18 | IGV | ISHARES TR | $7.0M | 2.47% | 76,747 | 新建仓 |
| 19 | IGE | ISHARES TR | $6.2M | 2.19% | 109,862 | 新建仓 |
| 20 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $5.7M | 2.02% | 210,441 | 增持 |
| 21 | RSPT | INVESCO EXCHANGE TRADED FD T | $5.3M | 1.88% | 82,101 | 增持 |
| 22 | COMT | ISHARES U S ETF TR | $4.7M | 1.65% | 153,213 | 增持 |
| 23 | EEM | ISHARES TR | $4.6M | 1.64% | 67,569 | 增持 |
| 24 | XLE | SELECT SECTOR SPDR TR | $4.4M | 1.57% | 83,157 | 新建仓 |
| 25 | AAPL | APPLE INC | $4.0M | 1.41% | 13,690 | 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