Fingerlakes Wealth Management, Inc. 13F 持仓 · 2026年Q2
Fingerlakes Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 1.86 亿美元。前几大持仓：MGK（6.89%）、QQQ（5.43%）、MGV（5.36%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | $12.8M | 6.89% | 145,553 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $10.1M | 5.43% | 13,694 | 减持 |
| 3 | MGV | VANGUARD WORLD FD | $10.0M | 5.36% | 60,926 | 增持 |
| 4 | SCHG | SCHWAB STRATEGIC TR | $8.9M | 4.78% | 262,572 | 增持 |
| 5 | AAPL | APPLE INC | $8.9M | 4.77% | 30,658 | 减持 |
| 6 | XLK | SELECT SECTOR SPDR TR | $8.6M | 4.63% | 45,201 | 增持 |
| 7 | VGT | VANGUARD WORLD FD | $6.7M | 3.62% | 56,264 | 增持 |
| 8 | FTEC | FIDELITY COVINGTON TRUST | $5.6M | 3.00% | 19,535 | 增持 |
| 9 | VTI | VANGUARD INDEX FDS | $5.5M | 2.94% | 14,751 | 减持 |
| 10 | QWLD | SPDR INDEX SHS FDS | $5.1M | 2.74% | 33,473 | 增持 |
| 11 | BBUS | J P MORGAN EXCHANGE TRADED F | $4.5M | 2.42% | 33,379 | 增持 |
| 12 | QQMG | INVESCO EXCH TRADED FD TR II | $4.3M | 2.34% | 84,778 | 增持 |
| 13 | AMAT | APPLIED MATLS INC | $4.0M | 2.14% | 5,501 | 增持 |
| 14 | DIA | STATE STR SPDR DOW JONES IND | $3.5M | 1.90% | 6,760 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $3.3M | 1.79% | 8,909 | 增持 |
| 16 | ESGV | VANGUARD WORLD FD | $3.3M | 1.75% | 24,636 | 增持 |
| 17 | DSI | ISHARES TR | $3.2M | 1.73% | 22,588 | 增持 |
| 18 | SUSA | ISHARES TR | $3.1M | 1.67% | 20,132 | 增持 |
| 19 | VOT | VANGUARD INDEX FDS | $3.1M | 1.67% | 10,128 | 增持 |
| 20 | ESGU | ISHARES TR | $3.0M | 1.59% | 18,034 | 增持 |
| 21 | USSG | DBX ETF TR | $2.8M | 1.49% | 39,793 | 增持 |
| 22 | IWY | ISHARES TR | $2.8M | 1.48% | 9,468 | 增持 |
| 23 | VO | VANGUARD INDEX FDS | $2.7M | 1.44% | 33,298 | 增持 |
| 24 | DGRO | ISHARES TR | $2.6M | 1.39% | 34,075 | 增持 |
| 25 | IVV | ISHARES TR | $2.4M | 1.27% | 3,152 | 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