Cpwa, LLC 13F 持仓 · 2026年Q2
Cpwa 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 94 只证券，申报市值合计 8,609.58 万美元。前几大持仓：SCHG（10.32%）、DGRW（7.27%）、AAPL（5.00%）。本季前 25 大持仓中：增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $8.9M | 10.32% | 262,462 | 增持 |
| 2 | DGRW | WISDOMTREE TR | $6.3M | 7.27% | 65,443 | 增持 |
| 3 | AAPL | APPLE INC | $4.3M | 5.00% | 14,884 | 持平 |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | $4.1M | 4.81% | 68,731 | 增持 |
| 5 | SCHD | SCHWAB STRATEGIC TR | $4.1M | 4.81% | 130,555 | 增持 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $2.8M | 3.24% | 2,984 | 增持 |
| 7 | AMZN | AMAZON COM INC | $2.6M | 2.99% | 10,784 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $2.2M | 2.60% | 6,011 | 减持 |
| 9 | GOOGL | ALPHABET INC | $2.1M | 2.47% | 5,958 | 增持 |
| 10 | IYW | ISHARES TR | $2.1M | 2.40% | 8,198 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $2.0M | 2.28% | 9,810 | 增持 |
| 12 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.9M | 2.22% | 31,156 | 增持 |
| 13 | AMAT | APPLIED MATLS INC | $1.6M | 1.90% | 2,259 | 持平 |
| 14 | AGG | ISHARES TR | $1.6M | 1.88% | 16,329 | 增持 |
| 15 | CAT | CATERPILLAR INC | $1.4M | 1.68% | 1,356 | 增持 |
| 16 | JPM | JPMORGAN CHASE & CO | $1.4M | 1.63% | 4,295 | 增持 |
| 17 | SMH | VANECK ETF TRUST | $1.3M | 1.47% | 1,926 | 增持 |
| 18 | BDYN | BLACKROCK ETF TRUST | $1.2M | 1.43% | 44,399 | 增持 |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.2M | 1.35% | 20,642 | 增持 |
| 20 | VBR | VANGUARD INDEX FDS | $1.1M | 1.24% | 4,387 | 减持 |
| 21 | PG | PROCTER & GAMBLE CO | $1.0M | 1.17% | 6,857 | 增持 |
| 22 | XSMO | INVESCO EXCHANGE TRADED FD T | $1.0M | 1.17% | 10,732 | 减持 |
| 23 | IMCG | ISHARES TR | $914,848 | 1.06% | 9,307 | 增持 |
| 24 | XAR | SPDR SERIES TRUST | $897,441 | 1.04% | 3,162 | 减持 |
| 25 | COWZ | PACER FDS TR | $859,965 | 1.00% | 13,826 | 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