FORM Wealth Advisors, LLC 13F 持仓 · 2026年Q2
FORM Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 9.09 亿美元。前几大持仓：IVV（27.18%）、DYNF（16.06%）、IEFA（11.96%）。本季前 25 大持仓中：增持 8 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $247.2M | 27.18% | 330,048 | 增持 |
| 2 | DYNF | BLACKROCK ETF TRUST | $146.0M | 16.06% | 2.1M | 减持 |
| 3 | IEFA | ISHARES TR | $108.7M | 11.96% | 1.1M | 减持 |
| 4 | AGG | ISHARES TR | $82.6M | 9.09% | 834,770 | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $66.1M | 7.27% | 89,721 | 增持 |
| 6 | IEMG | ISHARES INC | $50.0M | 5.50% | 603,991 | 减持 |
| 7 | DGRO | ISHARES TR | $38.4M | 4.23% | 507,127 | 减持 |
| 8 | IJH | ISHARES TR | $36.7M | 4.04% | 475,865 | 减持 |
| 9 | IJR | ISHARES TR | $30.0M | 3.30% | 202,481 | 减持 |
| 10 | IEF | ISHARES TR | $23.6M | 2.60% | 249,869 | 增持 |
| 11 | TLT | ISHARES TR | $15.5M | 1.71% | 179,900 | 减持 |
| 12 | USHY | ISHARES TR | $12.3M | 1.35% | 332,238 | 增持 |
| 13 | BKLN | INVESCO EXCH TRADED FD TR II | $10.9M | 1.20% | 533,675 | 增持 |
| 14 | EMXC | ISHARES INC | $4.1M | 0.45% | 40,309 | 减持 |
| 15 | IVE | ISHARES TR | $3.4M | 0.37% | 14,848 | 减持 |
| 16 | IVW | ISHARES TR | $3.4M | 0.37% | 24,780 | 减持 |
| 17 | TFLO | ISHARES TR | $3.1M | 0.34% | 60,645 | 减持 |
| 18 | ABBV | ABBVIE INC | $2.4M | 0.26% | 9,572 | 增持 |
| 19 | GE | GE AEROSPACE | $2.2M | 0.24% | 5,832 | 增持 |
| 20 | GEV | GE VERNOVA INC | $2.0M | 0.22% | 1,679 | 持平 |
| 21 | AAPL | APPLE INC | $1.6M | 0.18% | 5,651 | 减持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.14% | 2,562 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.13% | 3,705 | 减持 |
| 24 | XOM | EXXON MOBIL CORP | $965,082 | 0.11% | 7,059 | 减持 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $838,568 | 0.09% | 2,982 | 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