FMA Wealth Management, LLC 13F 持仓 · 2026年Q2

Name: FMA Wealth Management 13F 持仓 2026年Q2：42 只证券、1.6 亿美元
Creator: ko.io

FMA Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 1.56 亿美元。前几大持仓：VEA（11.56%）、JCPB（9.28%）、JPIE（8.03%）。本季前 25 大持仓中：增持 1 只、减持 23 只。

排名	代码	公司	市值	占组合	股数	变动
1	VEA	VANGUARD TAX-MANAGED FDS	$18.1M	11.56%	253,441	减持
2	JCPB	J P MORGAN EXCHANGE TRADED F	$14.5M	9.28%	308,677	减持
3	JPIE	J P MORGAN EXCHANGE TRADED F	$12.5M	8.03%	272,348	减持
4	JPLD	J P MORGAN EXCHANGE TRADED F	$12.2M	7.80%	233,539	减持
5	IWF	ISHARES TR	$11.7M	7.48%	94,136	增持
6	IWD	ISHARES TR	$11.5M	7.35%	47,348	减持
7	DBMF	LITMAN GREGORY FDS TR	$7.4M	4.71%	240,522	减持
8	FENI	FIDELITY COVINGTON TRUST	$7.2M	4.63%	180,299	减持
9	SMLF	ISHARES TR	$6.6M	4.23%	74,125	减持
10	JHMM	JOHN HANCOCK EXCHANGE TRADED	$6.1M	3.91%	81,410	减持
11	VWO	VANGUARD INTL EQUITY INDEX F	$5.2M	3.31%	86,554	减持
12	ONEY	SPDR SERIES TRUST	$4.9M	3.11%	37,915	减持
13	OSEA	HARBOR ETF TRUST	$4.5M	2.86%	146,365	减持
14	FESM	FIDELITY COVINGTON TRUST	$4.2M	2.68%	86,794	减持
15	VIG	VANGUARD SPECIALIZED FUNDS	$4.1M	2.60%	17,162	减持
16	FMDE	FIDELITY COVINGTON TRUST	$3.5M	2.27%	87,461	减持
17	JMUB	J P MORGAN EXCHANGE TRADED F	$3.4M	2.20%	67,919	减持
18	JEPI	J P MORGAN EXCHANGE TRADED F	$2.8M	1.77%	48,880	减持
19	SCHD	SCHWAB STRATEGIC TR	$2.6M	1.69%	83,160	减持
20	SPTM	SPDR SERIES TRUST	$1.7M	1.10%	18,990	减持
21	TACK	CAPITOL SER TR	$1.6M	1.04%	51,196	减持
22	CTA	SIMPLIFY EXCHANGE TRADED FUN	$1.5M	0.94%	56,469	减持
23	TCAF	T ROWE PRICE EXCHANGE-TRADED	$1.2M	0.79%	29,997	减持
24	AAPL	APPLE INC	$1.2M	0.77%	4,132	减持
25	NEE	NEXTERA ENERGY INC	$653,360	0.42%	7,444	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