DecisionMap Wealth Management, LLC 13F 持仓 · 2026年Q2
DecisionMap Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 145 只证券,申报市值合计 1.79 亿美元。前几大持仓:IVV(9.04%)、SPYG(6.13%)、IEFA(4.16%)。本季前 25 大持仓中:增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $16.2M | 9.04% | 21,569 | 增持 |
| 2 | SPYG | SPDR SER TR | $10.9M | 6.13% | 92,024 | 增持 |
| 3 | IEFA | ISHARES TR | $7.4M | 4.16% | 76,882 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $5.6M | 3.11% | 27,759 | 增持 |
| 5 | IEMG | ISHARES INC | $5.5M | 3.06% | 65,957 | 增持 |
| 6 | SPYV | SPDR SER TR | $5.4M | 3.01% | 88,440 | 增持 |
| 7 | HEFA | ISHARES TR | $5.4M | 2.99% | 114,012 | 增持 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | $5.0M | 2.82% | 119,240 | 增持 |
| 9 | AAPL | APPLE INC | $4.7M | 2.64% | 16,287 | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $4.2M | 2.38% | 93,406 | 增持 |
| 11 | BINC | BLACKROCK ETF TRUST II | $4.2M | 2.33% | 79,589 | 增持 |
| 12 | VOO | VANGUARD INDEX FDS | $4.0M | 2.25% | 5,850 | 减持 |
| 13 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $3.3M | 1.87% | 65,390 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $3.0M | 1.69% | 8,105 | 增持 |
| 15 | KO | COCA COLA CO | $2.9M | 1.61% | 35,343 | 增持 |
| 16 | AGG | ISHARES TR | $2.7M | 1.52% | 27,485 | 增持 |
| 17 | MBB | ISHARES TR | $2.5M | 1.38% | 26,011 | 增持 |
| 18 | PWRD | TCW ETF TRUST | $2.4M | 1.35% | 19,584 | 增持 |
| 19 | GOOGL | ALPHABET INC | $2.3M | 1.30% | 6,510 | 减持 |
| 20 | VTI | VANGUARD INDEX FDS | $2.2M | 1.24% | 5,980 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.05% | 3,754 | 减持 |
| 22 | FESM | FIDELITY COVINGTON TRUST | $1.9M | 1.05% | 39,016 | 增持 |
| 23 | DGRO | ISHARES TR | $1.8M | 1.03% | 24,390 | 增持 |
| 24 | AMZN | AMAZON COM INC | $1.8M | 1.02% | 7,620 | 增持 |
| 25 | IJH | ISHARES TR | $1.7M | 0.95% | 22,058 | 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