Founders Grove Wealth Partners, LLC 13F 持仓 · 2026年Q2
Founders Grove Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 184 只证券，申报市值合计 5.01 亿美元。前几大持仓：VEA（7.50%）、BIL（5.14%）、VUG（4.59%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $37.5M | 7.50% | 527,002 | 减持 |
| 2 | BIL | SPDR SERIES TRUST | $25.8M | 5.14% | 281,079 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $23.0M | 4.59% | 266,833 | 增持 |
| 4 | VGT | VANGUARD WORLD FD | $21.5M | 4.29% | 179,907 | 增持 |
| 5 | LLY | ELI LILLY & CO | $18.4M | 3.68% | 15,366 | 减持 |
| 6 | VV | VANGUARD INDEX FDS | $16.5M | 3.30% | 48,108 | 增持 |
| 7 | IVW | ISHARES TR | $15.2M | 3.03% | 110,218 | 减持 |
| 8 | VUSB | VANGUARD BD INDEX FDS | $14.3M | 2.86% | 287,484 | 增持 |
| 9 | XLK | SELECT SECTOR SPDR TR | $13.4M | 2.67% | 70,184 | 减持 |
| 10 | BINC | BLACKROCK ETF TRUST II | $10.8M | 2.16% | 206,637 | 增持 |
| 11 | AAPL | APPLE INC | $10.8M | 2.15% | 37,192 | 增持 |
| 12 | VGIT | VANGUARD SCOTTSDALE FDS | $10.7M | 2.14% | 181,965 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $10.0M | 1.99% | 14,520 | 减持 |
| 14 | VTV | VANGUARD INDEX FDS | $9.7M | 1.94% | 44,520 | 增持 |
| 15 | AGG | ISHARES TR | $9.2M | 1.83% | 92,585 | 减持 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $9.1M | 1.81% | 152,127 | 减持 |
| 17 | VIS | VANGUARD WORLD FD | $8.3M | 1.67% | 23,146 | 减持 |
| 18 | VFH | VANGUARD WORLD FD | $8.2M | 1.64% | 62,306 | 增持 |
| 19 | VCR | VANGUARD WORLD FD | $8.1M | 1.61% | 20,368 | 减持 |
| 20 | VHT | VANGUARD WORLD FD | $8.0M | 1.59% | 26,713 | 减持 |
| 21 | VYM | VANGUARD WHITEHALL FDS | $7.5M | 1.50% | 47,471 | 减持 |
| 22 | IJH | ISHARES TR | $6.8M | 1.35% | 87,956 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $6.4M | 1.28% | 17,171 | 增持 |
| 24 | VO | VANGUARD INDEX FDS | $6.3M | 1.25% | 77,811 | 增持 |
| 25 | IVE | ISHARES TR | $6.0M | 1.19% | 26,285 | 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