Foundation Wealth Management, LLC 13F 持仓 · 2026年Q2
Foundation Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 51 只证券，申报市值合计 1.69 亿美元。前几大持仓：IVW（27.41%）、IVE（24.76%）、IJJ（4.97%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $46.3M | 27.41% | 336,974 | 减持 |
| 2 | IVE | ISHARES TR | $41.9M | 24.76% | 184,393 | 增持 |
| 3 | IJJ | ISHARES TR | $8.4M | 4.97% | 56,830 | 增持 |
| 4 | IWN | ISHARES TR | $7.8M | 4.63% | 35,378 | 减持 |
| 5 | IWO | ISHARES TR | $7.0M | 4.11% | 17,660 | 减持 |
| 6 | EEM | ISHARES TR | $3.9M | 2.28% | 56,362 | 减持 |
| 7 | SCZ | ISHARES TR | $3.8M | 2.24% | 46,093 | 增持 |
| 8 | AAPL | APPLE INC | $3.8M | 2.23% | 13,048 | 减持 |
| 9 | EFV | ISHARES TR | $3.7M | 2.21% | 48,810 | 减持 |
| 10 | IBDR | ISHARES TR | $3.7M | 2.17% | 0 | 减持 |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | $3.6M | 2.14% | 108,535 | 增持 |
| 12 | IBDS | ISHARES TR | $3.4M | 2.02% | 0 | 增持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.82% | 6,138 | 减持 |
| 14 | IJK | ISHARES TR | $2.9M | 1.73% | 24,932 | 增持 |
| 15 | EFG | ISHARES TR | $2.7M | 1.60% | 21,738 | 减持 |
| 16 | GOOGL | ALPHABET INC | $2.1M | 1.25% | 5,919 | 增持 |
| 17 | IBDT | ISHARES TR | $2.0M | 1.17% | 78,232 | 增持 |
| 18 | IYR | ISHARES TR | $1.6M | 0.92% | 15,201 | 减持 |
| 19 | IYE | ISHARES TR | $1.4M | 0.85% | 25,534 | 减持 |
| 20 | MU | MICRON TECHNOLOGY INC | $1.2M | 0.68% | 1,000 | 新建仓 |
| 21 | REET | ISHARES TR | $1.1M | 0.68% | 41,619 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $1.0M | 0.61% | 2,770 | 减持 |
| 23 | BTC | GRAYSCALE BITCOIN MINI TR ET | $1.0M | 0.60% | 38,858 | 增持 |
| 24 | GOOG | ALPHABET INC | $989,951 | 0.59% | 2,801 | 增持 |
| 25 | IBDV | ISHARES TR | $879,452 | 0.52% | 40,341 | 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