Edge Wealth Management LLC 13F 持仓 · 2026年Q2
Edge Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 5.94 亿美元。前几大持仓：GOOGL（9.51%）、MTBA（9.01%）、AAPL（8.06%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $56.5M | 9.51% | 158,000 | 减持 |
| 2 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $53.5M | 9.01% | 1.1M | 增持 |
| 3 | AAPL | APPLE INC | $47.8M | 8.06% | 165,348 | 减持 |
| 4 | IWM | ISHARES TR | $34.3M | 5.78% | 114,212 | 增持 |
| 5 | DBMF | LITMAN GREGORY FDS TR | $32.6M | 5.49% | 1.1M | 增持 |
| 6 | SHY | ISHARES TR | $32.3M | 5.44% | 393,457 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $29.2M | 4.92% | 78,332 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $27.9M | 4.70% | 85,227 | 减持 |
| 9 | WMT | WALMART INC | $23.6M | 3.97% | 208,255 | 减持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $20.1M | 3.38% | 40,143 | 增持 |
| 11 | JNJ | JOHNSON & JOHNSON | $19.6M | 3.30% | 77,066 | 增持 |
| 12 | GD | GENERAL DYNAMICS CORP | $17.7M | 2.99% | 50,085 | 增持 |
| 13 | XBI | SPDR SERIES TRUST | $17.6M | 2.96% | 111,283 | 增持 |
| 14 | WM | WASTE MGMT INC DEL | $16.8M | 2.83% | 75,437 | 增持 |
| 15 | MRK | MERCK & CO INC | $15.9M | 2.67% | 123,674 | 增持 |
| 16 | BLK | BLACKROCK INC | $15.2M | 2.57% | 15,857 | 增持 |
| 17 | PSA | PUBLIC STORAGE | $14.1M | 2.37% | 44,196 | 增持 |
| 18 | SLB | SLB LIMITED | $12.1M | 2.05% | 261,324 | 增持 |
| 19 | HD | HOME DEPOT INC | $9.8M | 1.65% | 27,779 | 增持 |
| 20 | PEG | PUBLIC SVC ENTERPRISE GROUP | $9.7M | 1.64% | 120,107 | 增持 |
| 21 | AMT | AMERICAN TOWER CORP | $9.7M | 1.63% | 59,087 | 增持 |
| 22 | PG | PROCTER & GAMBLE CO | $8.6M | 1.45% | 58,922 | 增持 |
| 23 | DIS | DISNEY WALT CO | $6.7M | 1.12% | 69,110 | 减持 |
| 24 | MCD | MCDONALDS CORP | $6.6M | 1.11% | 24,312 | 增持 |
| 25 | HON | HONEYWELL INTL INC | $6.2M | 1.05% | 27,700 | 新建仓 |
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