Core Wealth Advisors, LLC 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 35 只证券，申报市值合计 1.36 亿美元。前几大持仓：IVV（16.95%）、JCPB（15.34%）、DYNF（6.72%）。本季前 25 大持仓中：新建仓 4 只、增持 8 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.0M | 16.95% | 30,708 | 增持 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $20.8M | 15.34% | 443,398 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $9.1M | 6.72% | 134,112 | 减持 |
| 4 | IVW | ISHARES TR | $8.6M | 6.36% | 62,711 | 减持 |
| 5 | VTV | VANGUARD INDEX FDS | $7.9M | 5.85% | 36,429 | 减持 |
| 6 | IEMG | ISHARES INC | $5.7M | 4.18% | 68,445 | 减持 |
| 7 | MBB | ISHARES TR | $5.5M | 4.02% | 57,683 | 增持 |
| 8 | BAI | BLACKROCK ETF TRUST | $5.1M | 3.78% | 97,213 | 减持 |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $5.1M | 3.74% | 86,052 | 增持 |
| 10 | EFG | ISHARES TR | $5.0M | 3.72% | 40,528 | 减持 |
| 11 | TLH | ISHARES TR | $4.0M | 2.97% | 40,112 | 减持 |
| 12 | MTUM | ISHARES TR | $3.7M | 2.74% | 10,836 | 减持 |
| 13 | FFLC | FIDELITY COVINGTON TRUST | $3.6M | 2.65% | 61,021 | 增持 |
| 14 | IALT | BLACKROCK ETF TRUST | $3.4M | 2.53% | 122,635 | 新建仓 |
| 15 | GGOV | BLACKROCK ETF TRUST II | $3.1M | 2.27% | 61,312 | 新建仓 |
| 16 | THRO | BLACKROCK ETF TRUST | $2.9M | 2.11% | 66,483 | 减持 |
| 17 | CORO | BLACKROCK ETF TRUST | $2.9M | 2.10% | 78,010 | 新建仓 |
| 18 | IDEF | BLACKROCK ETF TRUST | $2.8M | 2.06% | 87,852 | 增持 |
| 19 | DFIV | DIMENSIONAL ETF TRUST | $2.3M | 1.67% | 41,968 | 新建仓 |
| 20 | MUB | ISHARES TR | $1.3M | 0.99% | 12,529 | 减持 |
| 21 | BAR | GRANITESHARES GOLD TR | $1.3M | 0.96% | 32,937 | 增持 |
| 22 | SCMB | SCHWAB STRATEGIC TR | $1.3M | 0.95% | 49,904 | 减持 |
| 23 | QUAL | ISHARES TR | $1.2M | 0.87% | 5,374 | 减持 |
| 24 | LMUB | ISHARES TR | $1.0M | 0.77% | 20,459 | 增持 |
| 25 | EFV | ISHARES TR | $889,588 | 0.66% | 11,621 | 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