Collaborative Wealth Managment Inc. 13F 持仓 · 2026年Q2

Collaborative Wealth Managment 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 167 只证券，申报市值合计 2.38 亿美元。前几大持仓：BUFF（8.82%）、STIP（6.33%）、UCON（6.31%）。本季前 25 大持仓中：增持 13 只、减持 11 只。

排名	代码	公司	市值	占组合	股数	变动
1	BUFF	INNOVATOR ETFS TRUST	$21.0M	8.82%	399,153	增持
2	STIP	ISHARES TR	$15.1M	6.33%	147,846	增持
3	UCON	FIRST TR EXCHNG TRADED FD VI	$15.0M	6.31%	604,554	增持
4	SPDW	SPDR INDEX SHS FDS	$13.7M	5.77%	272,830	减持
5	AVUV	AMERICAN CENTY ETF TR	$11.4M	4.78%	91,438	减持
6	SPMD	SPDR SERIES TRUST	$11.1M	4.66%	164,588	减持
7	AVEM	AMERICAN CENTY ETF TR	$9.1M	3.83%	94,555	减持
8	SPYG	SPDR SERIES TRUST	$8.5M	3.58%	71,772	增持
9	SPYV	SPDR SERIES TRUST	$7.4M	3.08%	120,975	增持
10	QQQM	INVESCO EXCH TRADED FD TR II	$6.9M	2.90%	22,831	减持
11	AAPL	APPLE INC	$6.1M	2.54%	20,924	减持
12	JQUA	J P MORGAN EXCHANGE TRADED F	$5.3M	2.24%	73,844	减持
13	ONEY	SPDR SERIES TRUST	$5.2M	2.16%	40,204	增持
14	SPTM	SPDR SERIES TRUST	$5.1M	2.12%	55,776	减持
15	MLPX	GLOBAL X FDS	$3.8M	1.60%	51,863	增持
16	GLDM	WORLD GOLD TR	$3.7M	1.55%	46,477	增持
17	JEPI	J P MORGAN EXCHANGE TRADED F	$3.2M	1.35%	57,026	增持
18	MCD	MCDONALDS CORP	$2.9M	1.23%	10,876	持平
19	FDL	FIRST TR EXCHANGE-TRADED FD	$2.8M	1.17%	57,203	增持
20	VTI	VANGUARD INDEX FDS	$2.3M	0.96%	6,181	减持
21	DNL	WISDOMTREE TR	$2.3M	0.95%	49,192	减持
22	PZA	INVESCO EXCH TRADED FD TR II	$2.3M	0.95%	96,093	增持
23	DEM	WISDOMTREE TR	$2.2M	0.91%	40,420	增持
24	HYMB	SPDR SERIES TRUST	$2.1M	0.89%	83,262	减持
25	SPTI	SPDR SERIES TRUST	$1.8M	0.76%	64,224	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