Code Waechter LLC 13F 持仓 · 2026年Q2
Code Waechter 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 1.93 亿美元。前几大持仓：SCHG（10.70%）、CGDV（8.78%）、VB（7.05%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $20.7M | 10.70% | 611,454 | 增持 |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $17.0M | 8.78% | 344,545 | 增持 |
| 3 | VB | VANGUARD INDEX FDS | $13.6M | 7.05% | 44,952 | 增持 |
| 4 | SGOV | ISHARES TR | $11.4M | 5.89% | 113,092 | 减持 |
| 5 | VIOG | VANGUARD ADMIRAL FDS INC | $8.8M | 4.54% | 57,143 | 增持 |
| 6 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $6.3M | 3.26% | 168,168 | 增持 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $5.6M | 2.89% | 44,804 | 新建仓 |
| 8 | SCHX | SCHWAB STRATEGIC TR | $5.3M | 2.72% | 178,796 | 增持 |
| 9 | BALT | INNOVATOR ETFS TRUST | $5.2M | 2.71% | 152,786 | 增持 |
| 10 | SCHM | SCHWAB STRATEGIC TR | $5.0M | 2.59% | 135,742 | 减持 |
| 11 | SCHR | SCHWAB STRATEGIC TR | $4.0M | 2.08% | 162,866 | 减持 |
| 12 | DRSK | ETF SER SOLUTIONS | $4.0M | 2.05% | 137,928 | 增持 |
| 13 | QDPL | PACER FDS TR | $3.9M | 2.02% | 86,848 | 增持 |
| 14 | VIOV | VANGUARD ADMIRAL FDS INC | $3.5M | 1.81% | 29,864 | 减持 |
| 15 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.1M | 1.60% | 73,170 | 增持 |
| 16 | SCHA | SCHWAB STRATEGIC TR | $2.8M | 1.45% | 77,822 | 减持 |
| 17 | AAPL | APPLE INC | $2.6M | 1.32% | 8,850 | 增持 |
| 18 | QQQ | INVESCO QQQ TR | $2.1M | 1.06% | 2,785 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $2.0M | 1.03% | 5,343 | 增持 |
| 20 | IVV | ISHARES TR | $2.0M | 1.01% | 2,609 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $1.9M | 0.98% | 9,479 | 减持 |
| 22 | DEFR | ETF SER SOLUTIONS | $1.8M | 0.93% | 67,072 | 新建仓 |
| 23 | IWF | ISHARES TR | $1.5M | 0.78% | 12,160 | 增持 |
| 24 | AVGO | BROADCOM INC | $1.5M | 0.76% | 3,910 | 增持 |
| 25 | SCHF | SCHWAB STRATEGIC TR | $1.5M | 0.75% | 52,347 | 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