Circle Wealth Management, LLC 13F 持仓 · 2026年Q2
Circle Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 256 只证券，申报市值合计 79.59 亿美元。前几大持仓：AAPL（42.18%）、IVV（10.27%）、IWF（8.51%）。本季前 25 大持仓中：增持 9 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $3.36B | 42.18% | 11.8M | 减持 |
| 2 | IVV | ISHARES TR | $817.8M | 10.27% | 1.1M | 增持 |
| 3 | IWF | ISHARES TR | $677.2M | 8.51% | 5.5M | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $617.1M | 7.75% | 826,346 | 减持 |
| 5 | IJH | ISHARES TR | $353.7M | 4.44% | 4.6M | 增持 |
| 6 | IJR | ISHARES TR | $339.5M | 4.27% | 2.3M | 增持 |
| 7 | VOO | VANGUARD INDEX FDS | $190.8M | 2.40% | 277,855 | 增持 |
| 8 | IWD | ISHARES TR | $163.1M | 2.05% | 672,670 | 持平 |
| 9 | LLY | ELI LILLY & CO | $103.3M | 1.30% | 86,137 | 减持 |
| 10 | VTI | VANGUARD INDEX FDS | $96.4M | 1.21% | 260,552 | 增持 |
| 11 | SCHB | SCHWAB STRATEGIC TR | $76.3M | 0.96% | 2.6M | 减持 |
| 12 | AMZN | AMAZON COM INC | $65.6M | 0.82% | 275,218 | 减持 |
| 13 | IAU | ISHARES GOLD TR | $61.8M | 0.78% | 819,093 | 持平 |
| 14 | GIND | GOLDMAN SACHS ETF TR | $47.6M | 0.60% | 2.0M | 增持 |
| 15 | VGT | VANGUARD WORLD FD | $41.1M | 0.52% | 343,949 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $40.5M | 0.51% | 108,470 | 减持 |
| 17 | QQQ | INVESCO QQQ TR | $38.9M | 0.49% | 52,792 | 减持 |
| 18 | VB | VANGUARD INDEX FDS | $35.6M | 0.45% | 117,586 | 持平 |
| 19 | GOOGL | ALPHABET INC | $34.4M | 0.43% | 96,343 | 减持 |
| 20 | ACWI | ISHARES TR | $31.4M | 0.39% | 199,733 | 增持 |
| 21 | SBUX | STARBUCKS CORP | $30.4M | 0.38% | 297,775 | 持平 |
| 22 | GOOG | ALPHABET INC | $27.4M | 0.34% | 77,468 | 减持 |
| 23 | IYG | ISHARES TR | $26.7M | 0.33% | 294,600 | 持平 |
| 24 | XLK | SELECT SECTOR SPDR TR | $26.2M | 0.33% | 137,638 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO | $23.7M | 0.30% | 72,338 | 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