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Choice Wealth Advisors, LLC 13F 持仓 · 2026年Q2

Choice Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 35 只证券,申报市值合计 2.85 亿美元。前几大持仓:SPYV(11.62%)、DGRW(11.11%)、SPYG(9.64%)。本季前 25 大持仓中:新建仓 1 只、增持 14 只、减持 7 只。

排名代码公司市值占组合股数变动
1SPYVSPDR SERIES TRUST$33.1M11.62%544,554增持
2DGRWWISDOMTREE TR$31.6M11.11%330,979增持
3SPYGSPDR SERIES TRUST$27.5M9.64%230,868减持
4JIREJ P MORGAN EXCHANGE TRADED F$25.2M8.85%305,647增持
5JBNDJ P MORGAN EXCHANGE TRADED F$18.2M6.40%341,073增持
6JMTGJ P MORGAN EXCHANGE TRADED F$17.1M6.00%337,241增持
7DDWMWISDOMTREE TR$16.5M5.78%356,619增持
8JHMMJOHN HANCOCK EXCHANGE TRADED$15.1M5.29%201,271增持
9AVEMAMERICAN CENTY ETF TR$12.9M4.52%133,375减持
10JPSTJ P MORGAN EXCHANGE TRADED F$11.9M4.17%235,220增持
11HGERHARBOR ETF TRUST$11.7M4.11%398,929新建仓
12FXLFIRST TR EXCHANGE-TRADED FD$11.1M3.91%51,232减持
13AVSCAMERICAN CENTY ETF TR$10.0M3.50%136,099增持
14AAPLAPPLE INC$9.6M3.35%33,025增持
15AMZNAMAZON COM INC$8.4M2.95%35,266增持
16NVDANVIDIA CORPORATION$4.3M1.50%21,302增持
17RSPNINVESCO EXCHANGE TRADED FD T$2.6M0.91%40,303减持
18FXOFIRST TR EXCHANGE-TRADED FD$2.5M0.89%40,451增持
19EELVINVESCO EXCH TRADED FD TR II$2.5M0.87%89,674减持
20JMEEJ P MORGAN EXCHANGE TRADED F$2.5M0.87%31,697减持
21IHDGWISDOMTREE TR$2.2M0.78%42,460减持
22TSLATESLA INC$1.5M0.54%3,650持平
23STTSTATE STR CORP$1.1M0.40%6,750持平
24QQQINVESCO QQQ TR$840,9690.30%1,142增持
25TERTERADYNE INC$866,3130.30%1,790持平

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