Enzi Wealth 13F 持仓 · 2026年Q2
Enzi Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 3.16 亿美元。前几大持仓：AVMV（18.26%）、IVV（13.61%）、AVUV（12.78%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVMV | AMERICAN CENTY ETF TR | $57.7M | 18.26% | 715,903 | 增持 |
| 2 | IVV | ISHARES TR | $43.0M | 13.61% | 56,898 | 增持 |
| 3 | AVUV | AMERICAN CENTY ETF TR | $40.4M | 12.78% | 325,220 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $22.3M | 7.06% | 30,953 | 增持 |
| 5 | HEDG | SERIES PORTFOLIOS TR | $17.6M | 5.58% | 585,334 | 增持 |
| 6 | FRDM | EA SERIES TRUST | $17.0M | 5.38% | 249,495 | 减持 |
| 7 | IQLT | ISHARES TR | $15.5M | 4.90% | 313,267 | 减持 |
| 8 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $13.1M | 4.15% | 177,127 | 减持 |
| 9 | XOM | EXXON MOBIL CORP | $10.7M | 3.38% | 73,480 | 减持 |
| 10 | IJR | ISHARES TR | $7.4M | 2.35% | 51,007 | 减持 |
| 11 | BOXX | EA SERIES TRUST | $5.8M | 1.84% | 49,447 | 增持 |
| 12 | AAPL | APPLE INC | $4.3M | 1.37% | 13,756 | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $4.2M | 1.35% | 20,058 | 增持 |
| 14 | CDNS | CADENCE DESIGN SYSTEM INC | $3.7M | 1.18% | 9,925 | 减持 |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $3.4M | 1.09% | 42,569 | 减持 |
| 16 | PALC | PACER FDS TR | $3.4M | 1.08% | 59,420 | 减持 |
| 17 | USMV | ISHARES TR | $3.0M | 0.96% | 31,160 | 减持 |
| 18 | DBEF | DBX ETF TR | $3.0M | 0.94% | 54,252 | 减持 |
| 19 | VOO | VANGUARD INDEX FDS | $2.5M | 0.80% | 3,632 | 增持 |
| 20 | XMHQ | INVESCO EXCHANGE TRADED FD T | $2.5M | 0.80% | 22,335 | 减持 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $2.2M | 0.69% | 3,947 | 减持 |
| 22 | IJH | ISHARES TR | $2.1M | 0.66% | 27,574 | 减持 |
| 23 | JQUA | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.63% | 27,400 | 减持 |
| 24 | AMZN | AMAZON COM INC | $1.9M | 0.61% | 7,734 | 增持 |
| 25 | DFEM | DIMENSIONAL ETF TRUST | $1.7M | 0.55% | 44,059 | 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