Delta Wealth Advisors LLC 13F 持仓 · 2026年Q3
Delta Wealth Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 1.46 亿美元。前几大持仓：IBTI（12.45%）、SPDW（9.00%）、VOO（8.59%）。本季前 25 大持仓中：增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IBTI | ISHARES TR | $18.1M | 12.45% | 827,443 | 增持 |
| 2 | SPDW | SPDR INDEX SHS FDS | $13.1M | 9.00% | 260,918 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $12.5M | 8.59% | 17,853 | 减持 |
| 4 | IBTH | ISHARES TR | $8.5M | 5.87% | 382,901 | 增持 |
| 5 | SPEM | SPDR INDEX SHS FDS | $8.1M | 5.56% | 156,274 | 增持 |
| 6 | HEFA | ISHARES TR | $7.7M | 5.28% | 165,636 | 增持 |
| 7 | IBHF | ISHARES TR | $6.7M | 4.63% | 299,397 | 减持 |
| 8 | IBDR | ISHARES TR | $5.8M | 3.98% | 238,821 | 增持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $5.8M | 3.96% | 27,705 | 增持 |
| 10 | IJH | ISHARES TR | $5.5M | 3.78% | 76,495 | 减持 |
| 11 | IBHI | ISHARES TR | $5.3M | 3.67% | 233,879 | 增持 |
| 12 | VOOV | VANGUARD ADMIRAL FDS INC | $5.1M | 3.50% | 23,106 | 增持 |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $4.7M | 3.20% | 30,755 | 减持 |
| 14 | IJR | ISHARES TR | $3.8M | 2.63% | 28,190 | 减持 |
| 15 | USMV | ISHARES TR | $3.7M | 2.57% | 38,441 | 减持 |
| 16 | EQTY | VALUED ADVISERS TR | $3.3M | 2.28% | 114,255 | 持平 |
| 17 | IVV | ISHARES TR | $3.2M | 2.17% | 4,119 | 减持 |
| 18 | IBTG | ISHARES TR | $2.9M | 2.02% | 128,690 | 减持 |
| 19 | QUAL | ISHARES TR | $2.4M | 1.66% | 10,854 | 减持 |
| 20 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.2M | 1.53% | 26,407 | 增持 |
| 21 | AAPL | APPLE INC | $1.7M | 1.17% | 5,129 | 持平 |
| 22 | SPMD | SPDR SERIES TRUST | $1.6M | 1.11% | 25,553 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.79% | 3,477 | 持平 |
| 24 | SPYM | SPDR SERIES TRUST | $1.1M | 0.76% | 12,291 | 增持 |
| 25 | LLY | ELI LILLY & CO | $1.1M | 0.74% | 935 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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