Denver PWM, LLC 13F 持仓 · 2026年Q2
Denver PWM 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 3.06 亿美元。前几大持仓：SCHG（8.62%）、SCHV（6.16%）、SCHM（6.15%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $26.4M | 8.62% | 736,549 | 减持 |
| 2 | SCHV | SCHWAB STRATEGIC TR | $18.8M | 6.16% | 532,138 | 增持 |
| 3 | SCHM | SCHWAB STRATEGIC TR | $18.8M | 6.15% | 512,689 | 增持 |
| 4 | IBTH | ISHARES TR | $18.4M | 6.00% | 820,926 | 增持 |
| 5 | HEFA | ISHARES TR | $16.5M | 5.40% | 345,322 | 增持 |
| 6 | IBTI | ISHARES TR | $16.2M | 5.31% | 734,257 | 增持 |
| 7 | IBTG | ISHARES TR | $15.8M | 5.18% | 692,276 | 增持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $14.8M | 4.85% | 520,247 | 增持 |
| 9 | IBTJ | ISHARES TR | $14.8M | 4.84% | 685,352 | 增持 |
| 10 | TOTL | SSGA ACTIVE ETF TR | $13.5M | 4.42% | 348,315 | 增持 |
| 11 | IBTK | ISHARES TR | $13.3M | 4.35% | 684,939 | 减持 |
| 12 | SMLF | ISHARES TR | $9.7M | 3.17% | 106,982 | 增持 |
| 13 | JAAA | JANUS DETROIT STR TR | $9.6M | 3.13% | 188,939 | 增持 |
| 14 | IJK | ISHARES TR | $7.7M | 2.52% | 64,609 | 减持 |
| 15 | VOO | VANGUARD INDEX FDS | $5.4M | 1.76% | 7,543 | 减持 |
| 16 | SCHX | SCHWAB STRATEGIC TR | $5.2M | 1.69% | 168,888 | 减持 |
| 17 | BOND | PIMCO ETF TR | $4.9M | 1.60% | 54,023 | 减持 |
| 18 | JAVA | J P MORGAN EXCHANGE TRADED F | $4.2M | 1.38% | 50,176 | 减持 |
| 19 | EMXC | ISHARES INC | $4.0M | 1.30% | 40,805 | 减持 |
| 20 | BUFR | FIRST TR EXCHNG TRADED FD VI | $3.7M | 1.22% | 99,896 | 新建仓 |
| 21 | AAPL | APPLE INC | $3.6M | 1.17% | 11,696 | 减持 |
| 22 | CAT | CATERPILLAR INC | $3.1M | 1.00% | 3,584 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $2.8M | 0.91% | 5,618 | 减持 |
| 24 | IVV | ISHARES TR | $2.7M | 0.87% | 3,412 | 增持 |
| 25 | IPAC | ISHARES TR | $2.6M | 0.85% | 29,978 | 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