Elk River Wealth Management, LLC 13F 持仓 · 2026年Q2
Elk River Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 6.28 亿美元。前几大持仓：SDY（8.99%）、IJR（6.91%）、RSP（5.92%）。本季前 25 大持仓中：减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SDY | SPDR SERIES TRUST | $56.5M | 8.99% | 371,018 | 减持 |
| 2 | IJR | ISHARES TR | $43.4M | 6.91% | 292,377 | 减持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $37.2M | 5.92% | 174,613 | 减持 |
| 4 | IVV | ISHARES TR | $32.8M | 5.22% | 43,782 | 减持 |
| 5 | GOOGL | ALPHABET INC | $29.7M | 4.73% | 83,070 | 减持 |
| 6 | VLUE | ISHARES TR | $29.0M | 4.62% | 145,290 | 减持 |
| 7 | AVGO | BROADCOM INC | $28.4M | 4.52% | 75,125 | 减持 |
| 8 | AAPL | APPLE INC | $28.2M | 4.49% | 97,338 | 减持 |
| 9 | JIRE | J P MORGAN EXCHANGE TRADED F | $26.6M | 4.24% | 322,334 | 减持 |
| 10 | AMZN | AMAZON COM INC | $18.6M | 2.97% | 78,201 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $17.6M | 2.80% | 47,087 | 减持 |
| 12 | APH | AMPHENOL CORP | $16.8M | 2.67% | 95,001 | 减持 |
| 13 | PANW | PALO ALTO NETWORKS INC | $15.7M | 2.50% | 46,039 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $13.3M | 2.12% | 40,712 | 减持 |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $13.0M | 2.08% | 13,937 | 减持 |
| 16 | MA | MASTERCARD INCORPORATED | $11.2M | 1.79% | 21,858 | 减持 |
| 17 | GEV | GE VERNOVA INC | $10.9M | 1.74% | 9,282 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $9.5M | 1.52% | 47,713 | 减持 |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | $8.8M | 1.40% | 95,493 | 减持 |
| 20 | LLY | ELI LILLY & CO | $8.7M | 1.39% | 7,290 | 减持 |
| 21 | MS | MORGAN STANLEY | $8.6M | 1.38% | 41,332 | 减持 |
| 22 | XOM | EXXON MOBIL CORP | $8.2M | 1.31% | 60,011 | 减持 |
| 23 | TXN | TEXAS INSTRS INC | $8.1M | 1.30% | 27,339 | 减持 |
| 24 | PHM | PULTE GROUP INC | $7.3M | 1.17% | 53,417 | 减持 |
| 25 | UBND | VICTORY PORTFOLIOS II | $7.1M | 1.14% | 329,014 | 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