Ducere Wealth Management LLC 13F 持仓 · 2026年Q2
Ducere Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 135 只证券，申报市值合计 3.33 亿美元。前几大持仓：IVV（8.23%）、GOOG（6.07%）、BINC（5.45%）。本季前 25 大持仓中：新建仓 4 只、增持 15 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $27.4M | 8.23% | 36,527 | 增持 |
| 2 | GOOG | ALPHABET INC | $20.2M | 6.07% | 57,117 | 增持 |
| 3 | BINC | BLACKROCK ETF TRUST II | $18.1M | 5.45% | 346,593 | 增持 |
| 4 | FLXR | TCW ETF TRUST | $15.4M | 4.63% | 392,935 | 增持 |
| 5 | BE | BLOOM ENERGY CORP | $14.1M | 4.23% | 46,499 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $10.9M | 3.27% | 29,159 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $10.1M | 3.04% | 50,563 | 增持 |
| 8 | AMZN | AMAZON COM INC | $9.5M | 2.86% | 39,848 | 增持 |
| 9 | AAPL | APPLE INC | $8.4M | 2.52% | 28,966 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.1M | 2.45% | 16,260 | 增持 |
| 11 | AVLV | AMERICAN CENTY ETF TR | $7.8M | 2.36% | 85,923 | 新建仓 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $7.3M | 2.19% | 9,731 | 减持 |
| 13 | APH | AMPHENOL CORP | $7.1M | 2.12% | 40,022 | 增持 |
| 14 | PRFZ | INVESCO EXCHANGE TRADED FD T | $7.0M | 2.11% | 126,030 | 减持 |
| 15 | GSSC | GOLDMAN SACHS ETF TR | $7.0M | 2.09% | 76,174 | 新建仓 |
| 16 | DYNF | BLACKROCK ETF TRUST | $6.0M | 1.81% | 88,574 | 增持 |
| 17 | AVIV | AMERICAN CENTY ETF TR | $5.9M | 1.77% | 76,064 | 新建仓 |
| 18 | GCAL | GOLDMAN SACHS ETF TR | $5.7M | 1.70% | 110,701 | 减持 |
| 19 | AMAT | APPLIED MATLS INC | $5.1M | 1.55% | 7,119 | 减持 |
| 20 | ANGL | VANECK ETF TRUST | $4.9M | 1.49% | 169,009 | 增持 |
| 21 | TCHP | T ROWE PRICE EXCHANGE-TRADED | $4.6M | 1.39% | 92,119 | 增持 |
| 22 | CMF | ISHARES TR | $4.6M | 1.37% | 79,139 | 减持 |
| 23 | IWF | ISHARES TR | $3.9M | 1.19% | 31,783 | 增持 |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | $3.6M | 1.08% | 11,871 | 新建仓 |
| 25 | UBER | UBER TECHNOLOGIES INC | $3.6M | 1.07% | 49,366 | 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