Contango Wealth Management LLC 13F 持仓 · 2026年Q1
Contango Wealth Management 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 8,558.66 万美元。前几大持仓：IVV（13.64%）、JCPB（12.20%）、DYNF（9.40%）。本季前 25 大持仓中：新建仓 9 只、增持 7 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $11.7M | 13.64% | 17,866 | 减持 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $10.4M | 12.20% | 221,710 | 减持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $8.0M | 9.40% | 138,240 | 减持 |
| 4 | TWLO | TWILIO INC | $5.0M | 5.81% | 39,500 | 持平 |
| 5 | BRTR | BLACKROCK ETF TRUST II | $4.7M | 5.46% | 93,158 | 增持 |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | $4.1M | 4.74% | 66,214 | 减持 |
| 7 | VOTE | TCW ETF TRUST | $3.8M | 4.47% | 50,174 | 减持 |
| 8 | IVLU | ISHARES TR | $2.8M | 3.24% | 69,854 | 减持 |
| 9 | JPEF | J P MORGAN EXCHANGE TRADED F | $2.8M | 3.24% | 38,563 | 新建仓 |
| 10 | OEF | ISHARES TR | $2.0M | 2.34% | 6,303 | 新建仓 |
| 11 | THRO | BLACKROCK ETF TRUST | $1.9M | 2.27% | 53,655 | 新建仓 |
| 12 | BAI | BLACKROCK ETF TRUST | $1.8M | 2.15% | 55,957 | 增持 |
| 13 | TLH | ISHARES TR | $1.8M | 2.09% | 17,772 | 新建仓 |
| 14 | ESGU | ISHARES TR | $1.7M | 1.97% | 11,912 | 增持 |
| 15 | IAU | ISHARES GOLD TR | $1.7M | 1.94% | 18,787 | 增持 |
| 16 | IEMG | ISHARES INC | $1.5M | 1.76% | 21,600 | 增持 |
| 17 | JMOM | J P MORGAN EXCHANGE TRADED F | $1.4M | 1.58% | 19,967 | 新建仓 |
| 18 | JPIB | J P MORGAN EXCHANGE TRADED F | $1.3M | 1.53% | 27,409 | 减持 |
| 19 | AAPL | APPLE INC | $1.1M | 1.28% | 4,327 | 减持 |
| 20 | BINC | BLACKROCK ETF TRUST II | $1.1M | 1.26% | 20,807 | 新建仓 |
| 21 | EAGG | ISHARES TR | $881,815 | 1.03% | 18,545 | 新建仓 |
| 22 | SUSC | ISHARES TR | $845,266 | 0.99% | 36,532 | 增持 |
| 23 | SHLD | GLOBAL X FDS | $823,232 | 0.96% | 11,621 | 新建仓 |
| 24 | EPI | WISDOMTREE TR | $773,270 | 0.90% | 18,953 | 增持 |
| 25 | INMU | BLACKROCK ETF TRUST II | $770,237 | 0.90% | 32,214 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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