Clientfirst Wealth Management, LLC 13F 持仓 · 2026年Q2
Clientfirst Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 1.22 亿美元。前几大持仓：DDS（46.95%）、IWF（11.46%）、SPY（4.88%）。本季前 25 大持仓中：增持 4 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DDS | DILLARDS INC | $57.2M | 46.95% | 108,160 | 增持 |
| 2 | IWF | ISHARES TR | $13.9M | 11.46% | 112,336 | 增持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $5.9M | 4.88% | 7,950 | 持平 |
| 4 | VOO | VANGUARD INDEX FDS | $4.7M | 3.89% | 6,902 | 减持 |
| 5 | AAPL | APPLE INC | $4.3M | 3.57% | 15,002 | 持平 |
| 6 | IWD | ISHARES TR | $3.5M | 2.88% | 14,479 | 持平 |
| 7 | IWM | ISHARES TR | $3.5M | 2.86% | 11,603 | 持平 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $2.8M | 2.28% | 38,974 | 持平 |
| 9 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.6M | 2.16% | 3,741 | 持平 |
| 10 | VOOV | VANGUARD ADMIRAL FDS INC | $2.2M | 1.80% | 10,005 | 持平 |
| 11 | IVV | ISHARES TR | $1.8M | 1.47% | 2,391 | 持平 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $1.1M | 0.89% | 5,096 | 持平 |
| 13 | ARKG | ARK ETF TR | $994,803 | 0.82% | 23,652 | 增持 |
| 14 | SHY | ISHARES TR | $959,784 | 0.79% | 11,689 | 持平 |
| 15 | CAT | CATERPILLAR INC | $925,398 | 0.76% | 869 | 持平 |
| 16 | IVE | ISHARES TR | $923,226 | 0.76% | 4,066 | 持平 |
| 17 | IBIT | ISHARES BITCOIN TRUST ETF | $746,262 | 0.61% | 22,417 | 增持 |
| 18 | TSLA | TESLA INC | $719,226 | 0.59% | 1,710 | 持平 |
| 19 | RWR | SPDR SERIES TRUST | $706,288 | 0.58% | 6,252 | 持平 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $682,257 | 0.56% | 11,430 | 持平 |
| 21 | PFF | ISHARES TR | $608,093 | 0.50% | 19,944 | 持平 |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | $534,349 | 0.44% | 4,580 | 持平 |
| 23 | GDX | VANECK ETF TRUST | $528,150 | 0.43% | 7,000 | 持平 |
| 24 | EFA | ISHARES TR | $512,128 | 0.42% | 4,930 | 持平 |
| 25 | IJK | ISHARES TR | $508,070 | 0.42% | 4,324 | 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