Fusion Family Wealth LLC 13F 持仓 · 2026年Q2
Fusion Family Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 15.05 亿美元。前几大持仓：VOO（17.83%）、RWL（14.15%）、VEA（9.25%）。本季前 25 大持仓中：增持 6 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $268.4M | 17.83% | 390,755 | 减持 |
| 2 | RWL | INVESCO EXCH TRADED FD TR II | $212.9M | 14.15% | 1.7M | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $139.3M | 9.25% | 2.0M | 减持 |
| 4 | VB | VANGUARD INDEX FDS | $136.6M | 9.08% | 440,832 | 减持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $119.2M | 7.92% | 2.0M | 减持 |
| 6 | IEMG | ISHARES INC | $90.6M | 6.02% | 1.1M | 减持 |
| 7 | RWJ | INVESCO EXCH TRADED FD TR II | $87.6M | 5.82% | 1.5M | 减持 |
| 8 | RWK | INVESCO EXCH TRADED FD TR II | $79.8M | 5.30% | 545,385 | 减持 |
| 9 | QQQ | INVESCO QQQ TR | $70.3M | 4.67% | 95,411 | 减持 |
| 10 | IEFA | ISHARES TR | $55.7M | 3.70% | 576,900 | 减持 |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $47.7M | 3.17% | 157,545 | 减持 |
| 12 | BSCS | INVESCO EXCH TRD SLF IDX FD | $46.6M | 3.10% | 2.3M | 增持 |
| 13 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $46.0M | 3.06% | 2.4M | 增持 |
| 14 | IVV | ISHARES TR | $26.6M | 1.77% | 35,533 | 减持 |
| 15 | IJR | ISHARES TR | $24.8M | 1.65% | 167,000 | 减持 |
| 16 | VV | VANGUARD INDEX FDS | $14.6M | 0.97% | 42,544 | 减持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $7.2M | 0.48% | 9,637 | 增持 |
| 18 | VSS | VANGUARD INTL EQUITY INDEX F | $5.6M | 0.37% | 36,104 | 减持 |
| 19 | VO | VANGUARD INDEX FDS | $3.4M | 0.22% | 41,871 | 增持 |
| 20 | EMXC | ISHARES INC | $3.0M | 0.20% | 29,607 | 持平 |
| 21 | EFA | ISHARES TR | $2.2M | 0.15% | 21,140 | 增持 |
| 22 | VUG | VANGUARD INDEX FDS | $2.0M | 0.13% | 23,064 | 增持 |
| 23 | IJH | ISHARES TR | $1.6M | 0.10% | 20,303 | 减持 |
| 24 | AAPL | APPLE INC | $1.3M | 0.09% | 4,626 | 持平 |
| 25 | BSCR | INVESCO EXCH TRD SLF IDX FD | $847,976 | 0.06% | 43,231 | 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