Core Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
Core Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 126 只证券，申报市值合计 4.97 亿美元。前几大持仓：IVV（29.14%）、VOO（5.69%）、CGDV（5.68%）。本季前 25 大持仓中：增持 23 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $145.0M | 29.14% | 193,554 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $28.3M | 5.69% | 41,195 | 增持 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.2M | 5.68% | 573,014 | 增持 |
| 4 | SPYM | SPDR SERIES TRUST | $25.1M | 5.04% | 285,284 | 增持 |
| 5 | XLG | INVESCO EXCHANGE TRADED FD T | $24.6M | 4.95% | 402,306 | 增持 |
| 6 | FENI | FIDELITY COVINGTON TRUST | $21.6M | 4.35% | 539,045 | 增持 |
| 7 | IJH | ISHARES TR | $21.3M | 4.29% | 276,572 | 增持 |
| 8 | IEFA | ISHARES TR | $20.7M | 4.16% | 214,314 | 增持 |
| 9 | VO | VANGUARD INDEX FDS | $17.6M | 3.53% | 218,118 | 增持 |
| 10 | SPHQ | INVESCO EXCHANGE TRADED FD T | $15.8M | 3.17% | 174,879 | 增持 |
| 11 | AVDE | AMERICAN CENTY ETF TR | $10.8M | 2.17% | 121,023 | 增持 |
| 12 | QINT | AMERICAN CENTY ETF TR | $10.8M | 2.17% | 155,779 | 增持 |
| 13 | BUFR | FIRST TR EXCHNG TRADED FD VI | $6.5M | 1.32% | 179,303 | 增持 |
| 14 | AAPL | APPLE INC | $6.2M | 1.25% | 21,412 | 增持 |
| 15 | PSFF | PACER FDS TR | $6.1M | 1.22% | 176,508 | 增持 |
| 16 | SPBU | AIM ETF PRODUCTS TRUST | $6.0M | 1.20% | 197,846 | 增持 |
| 17 | BUFF | INNOVATOR ETFS TRUST | $5.8M | 1.16% | 110,011 | 增持 |
| 18 | CAT | CATERPILLAR INC | $5.5M | 1.10% | 5,133 | 减持 |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $3.2M | 0.64% | 11,394 | 增持 |
| 20 | SCHD | SCHWAB STRATEGIC TR | $2.8M | 0.57% | 88,710 | 增持 |
| 21 | IJR | ISHARES TR | $2.7M | 0.54% | 17,970 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.6M | 0.52% | 12,957 | 增持 |
| 23 | AMZN | AMAZON COM INC | $2.5M | 0.51% | 10,653 | 增持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 0.50% | 3,315 | 增持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $2.2M | 0.45% | 9,457 | 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