Cooksen Wealth, LLC 13F 持仓 · 2026年Q2

Name: Cooksen Wealth 13F 持仓 2026年Q2：45 只证券、1.6 亿美元
Creator: ko.io

Cooksen Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 1.59 亿美元。前几大持仓：IWF（16.16%）、XLK（13.89%）、VTV（9.72%）。本季前 25 大持仓中：增持 17 只、减持 6 只。

排名	代码	公司	市值	占组合	股数	变动
1	IWF	ISHARES RUSSELL 1000 GROWTH ETF	$25.6M	16.16%	206,474	增持
2	XLK	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	$22.0M	13.89%	115,698	减持
3	VTV	VANGUARD VALUE ETF	$15.4M	9.72%	70,749	增持
4	XLF	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	$6.8M	4.26%	126,031	增持
5	XLY	STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF	$6.1M	3.86%	52,242	增持
6	XLV	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	$6.0M	3.78%	37,791	增持
7	VWO	VANGUARD FTSE EMERGING MARKETS ETF	$5.5M	3.44%	91,387	增持
8	XLI	STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	$5.4M	3.40%	29,089	增持
9	VGK	VANGUARD FTSE EUROPE ETF	$5.4M	3.39%	60,793	增持
10	XLC	STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF	$4.9M	3.08%	45,674	增持
11	SPY	STATE STREET SPDR S&P 500 ETF	$4.7M	2.94%	6,255	增持
12	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$4.4M	2.77%	87,309	增持
13	VPL	VANGUARD FTSE PACIFIC ETF	$4.2M	2.67%	36,592	增持
14	PWV	INVESCO LARGE CAP VALUE ETF	$3.9M	2.46%	51,511	持平
15	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	$2.9M	1.83%	29,372	增持
16	TRGP	TARGA RES CORP COM	$2.9M	1.80%	10,640	持平
17	XLP	STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF	$2.8M	1.75%	33,463	增持
18	VOT	VANGUARD MID-CAP GROWTH ETF	$2.6M	1.66%	8,578	减持
19	VOE	VANGUARD MID-CAP VALUE ETF	$2.6M	1.65%	13,289	减持
20	DBEU	XTRACKERS MSCI EUROPE HEDGED EQUITY ETF	$2.4M	1.52%	44,811	减持
21	XLE	STATE STREET ENERGY SELECT SECTOR SPDR ETF	$2.1M	1.33%	39,791	减持
22	SDY	STATE STREET SPDR S&P DIVIDEND ETF	$1.9M	1.22%	12,760	增持
23	IGSB	ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	$1.9M	1.20%	36,443	增持
24	MUB	ISHARES NATIONAL MUNI BOND ETF	$1.5M	0.97%	14,331	增持
25	VBK	VANGUARD SMALL-CAP GROWTH ETF	$1.4M	0.90%	3,898	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