Flywheel Private Wealth LLC 13F 持仓 · 2026年Q2
Flywheel Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 2.03 亿美元。前几大持仓：VIG（11.99%）、PWR（11.00%）、IEFA（8.04%）。本季前 25 大持仓中：增持 15 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $24.3M | 11.99% | 102,806 | 增持 |
| 2 | PWR | QUANTA SVCS INC | $22.3M | 11.00% | 31,000 | 减持 |
| 3 | IEFA | ISHARES TR | $16.3M | 8.04% | 168,943 | 增持 |
| 4 | VBR | VANGUARD INDEX FDS | $15.7M | 7.72% | 64,484 | 增持 |
| 5 | IEMG | ISHARES INC | $15.0M | 7.40% | 181,298 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $7.1M | 3.51% | 100,101 | 增持 |
| 7 | QUAL | ISHARES TR | $6.6M | 3.25% | 30,071 | 增持 |
| 8 | VYM | VANGUARD WHITEHALL FDS | $6.5M | 3.21% | 41,220 | 减持 |
| 9 | IJH | ISHARES TR | $5.7M | 2.80% | 73,749 | 减持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $5.2M | 2.56% | 86,952 | 增持 |
| 11 | AVUV | AMERICAN CENTY ETF TR | $4.9M | 2.39% | 38,944 | 增持 |
| 12 | IVV | ISHARES TR | $4.8M | 2.35% | 6,376 | 增持 |
| 13 | VO | VANGUARD INDEX FDS | $3.5M | 1.73% | 43,558 | 增持 |
| 14 | VTI | VANGUARD INDEX FDS | $3.2M | 1.60% | 8,771 | 增持 |
| 15 | IWD | ISHARES TR | $3.2M | 1.57% | 13,119 | 减持 |
| 16 | IWF | ISHARES TR | $2.8M | 1.39% | 22,796 | 增持 |
| 17 | IAU | ISHARES GOLD TR | $2.4M | 1.19% | 32,013 | 减持 |
| 18 | AAPL | APPLE INC | $2.3M | 1.16% | 8,101 | 持平 |
| 19 | C | CITIGROUP INC | $2.3M | 1.11% | 16,100 | 持平 |
| 20 | ITOT | ISHARES TR | $2.2M | 1.09% | 13,524 | 增持 |
| 21 | VTV | VANGUARD INDEX FDS | $1.9M | 0.95% | 8,865 | 增持 |
| 22 | CSCO | CISCO SYS INC | $1.9M | 0.93% | 16,081 | 减持 |
| 23 | VXUS | VANGUARD STAR FDS | $1.8M | 0.90% | 21,305 | 增持 |
| 24 | XLK | SELECT SECTOR SPDR TR | $1.7M | 0.82% | 8,687 | 减持 |
| 25 | ZION | ZIONS BANCORPORATION NATL AS | $1.6M | 0.77% | 22,500 | 持平 |
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