Forza Wealth Management, LLC 13F 持仓 · 2026年Q2
Forza Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 194 只证券，申报市值合计 3.26 亿美元。前几大持仓：BSV（5.40%）、IAU（5.02%）、DFAI（3.98%）。本季前 25 大持仓中：增持 10 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | $17.6M | 5.40% | 226,104 | 增持 |
| 2 | IAU | ISHARES GOLD TR | $16.4M | 5.02% | 216,851 | 增持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $13.0M | 3.98% | 314,766 | 增持 |
| 4 | EQWL | INVESCO EXCHANGE TRADED FD T | $10.9M | 3.34% | 84,287 | 增持 |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $8.8M | 2.69% | 106,322 | 增持 |
| 6 | DFNM | DIMENSIONAL ETF TRUST | $8.4M | 2.58% | 174,200 | 增持 |
| 7 | CSCO | CISCO SYS INC | $7.5M | 2.31% | 64,217 | 减持 |
| 8 | VOE | VANGUARD INDEX FDS | $6.6M | 2.01% | 33,172 | 增持 |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $6.5M | 2.00% | 82,570 | 增持 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $6.3M | 1.94% | 125,293 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $6.0M | 1.83% | 18,235 | 持平 |
| 12 | MUB | ISHARES TR | $5.5M | 1.67% | 50,700 | 持平 |
| 13 | JMST | J P MORGAN EXCHANGE TRADED F | $5.4M | 1.66% | 106,400 | 减持 |
| 14 | BIL | SPDR SERIES TRUST | $5.2M | 1.58% | 56,233 | 减持 |
| 15 | IJH | ISHARES TR | $5.1M | 1.57% | 66,452 | 持平 |
| 16 | GOOGL | ALPHABET INC | $5.1M | 1.55% | 14,144 | 减持 |
| 17 | VTI | VANGUARD INDEX FDS | $4.9M | 1.49% | 13,161 | 增持 |
| 18 | IVV | ISHARES TR | $4.7M | 1.43% | 6,224 | 减持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 1.40% | 6,121 | 持平 |
| 20 | VYM | VANGUARD WHITEHALL FDS | $4.5M | 1.39% | 28,747 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $4.5M | 1.38% | 12,100 | 减持 |
| 22 | VBR | VANGUARD INDEX FDS | $3.9M | 1.19% | 15,924 | 持平 |
| 23 | AAPL | APPLE INC | $3.8M | 1.17% | 13,156 | 减持 |
| 24 | CAH | CARDINAL HEALTH INC | $3.8M | 1.15% | 15,845 | 减持 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $3.7M | 1.14% | 13,211 | 减持 |
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