Focused Wealth Management, Inc 13F 持仓 · 2026年Q2
Focused Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 228 只证券，申报市值合计 11.50 亿美元。前几大持仓：SPYG（15.85%）、VTV（13.64%）、QQQ（12.06%）。本季前 25 大持仓中：新建仓 1 只、增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $182.2M | 15.85% | 1.5M | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $156.8M | 13.64% | 719,710 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $138.7M | 12.06% | 188,384 | 增持 |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $53.7M | 4.67% | 649,173 | 增持 |
| 5 | AAPL | APPLE INC | $35.8M | 3.11% | 123,702 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $35.2M | 3.06% | 590,250 | 增持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $34.2M | 2.97% | 216,445 | 增持 |
| 8 | VIGI | VANGUARD WHITEHALL FDS | $21.8M | 1.90% | 233,837 | 增持 |
| 9 | GOOGL | ALPHABET INC | $18.5M | 1.61% | 51,658 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $18.4M | 1.60% | 92,033 | 增持 |
| 11 | VB | VANGUARD INDEX FDS | $18.1M | 1.58% | 59,868 | 增持 |
| 12 | XLF | SELECT SECTOR SPDR TR | $17.0M | 1.48% | 317,863 | 增持 |
| 13 | BND | VANGUARD BD INDEX FDS | $16.2M | 1.41% | 221,292 | 增持 |
| 14 | JMBS | JANUS DETROIT STR TR | $15.6M | 1.36% | 347,476 | 增持 |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $15.3M | 1.33% | 72,073 | 增持 |
| 16 | SGOV | ISHARES TR | $15.2M | 1.32% | 151,154 | 减持 |
| 17 | MGK | VANGUARD WORLD FD | $15.0M | 1.30% | 170,372 | 增持 |
| 18 | HIMU | BLACKROCK ETF TRUST II | $14.6M | 1.27% | 293,487 | 新建仓 |
| 19 | EMXC | ISHARES INC | $14.1M | 1.23% | 137,931 | 增持 |
| 20 | VGT | VANGUARD WORLD FD | $14.2M | 1.23% | 118,825 | 增持 |
| 21 | IGV | ISHARES TR | $14.0M | 1.21% | 154,098 | 增持 |
| 22 | AMZN | AMAZON COM INC | $13.4M | 1.16% | 56,069 | 减持 |
| 23 | TSLA | TESLA INC | $12.1M | 1.05% | 28,834 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $8.5M | 0.74% | 22,779 | 增持 |
| 25 | C | CITIGROUP INC | $8.1M | 0.71% | 58,139 | 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