Drive Wealth Management, LLC 13F 持仓 · 2026年Q2
Drive Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 459 只证券，申报市值合计 5.61 亿美元。前几大持仓：VEA（5.22%）、BBUS（4.87%）、IVV（4.85%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $29.3M | 5.22% | 411,307 | 减持 |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | $27.3M | 4.87% | 202,739 | 增持 |
| 3 | IVV | ISHARES TR | $27.2M | 4.85% | 36,359 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $20.7M | 3.69% | 103,439 | 增持 |
| 5 | AAPL | APPLE INC | $18.1M | 3.23% | 62,659 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $14.9M | 2.66% | 249,567 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $11.3M | 2.02% | 30,380 | 增持 |
| 8 | AMZN | AMAZON COM INC | $10.1M | 1.80% | 42,463 | 增持 |
| 9 | VO | VANGUARD INDEX FDS | $10.0M | 1.79% | 124,587 | 增持 |
| 10 | GOOGL | ALPHABET INC | $9.4M | 1.68% | 26,321 | 减持 |
| 11 | IJR | ISHARES TR | $9.5M | 1.68% | 63,722 | 增持 |
| 12 | CLOA | BLACKROCK ETF TRUST II | $9.4M | 1.67% | 180,919 | 增持 |
| 13 | JPLD | J P MORGAN EXCHANGE TRADED F | $8.0M | 1.43% | 153,466 | 增持 |
| 14 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $7.9M | 1.41% | 374,924 | 减持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.3M | 1.30% | 14,528 | 增持 |
| 16 | AVGO | BROADCOM INC | $6.5M | 1.17% | 17,335 | 增持 |
| 17 | EVTR | MORGAN STANLEY ETF TRUST | $6.4M | 1.13% | 124,763 | 增持 |
| 18 | MU | MICRON TECHNOLOGY INC | $6.3M | 1.13% | 5,471 | 增持 |
| 19 | GOOG | ALPHABET INC | $6.3M | 1.12% | 17,715 | 增持 |
| 20 | CGMS | CAPITAL GRP FIXED INCM ETF T | $6.0M | 1.07% | 218,950 | 增持 |
| 21 | CAT | CATERPILLAR INC | $5.9M | 1.06% | 5,579 | 增持 |
| 22 | TSLA | TESLA INC | $5.8M | 1.03% | 13,765 | 增持 |
| 23 | META | META PLATFORMS INC | $5.6M | 0.99% | 9,869 | 减持 |
| 24 | EFV | ISHARES TR | $5.3M | 0.95% | 69,271 | 增持 |
| 25 | GSIE | GOLDMAN SACHS ETF TR | $4.5M | 0.80% | 98,265 | 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