Future Financial Wealth Managment LLC 13F 持仓 · 2026年Q2
Future Financial Wealth Managment 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 132 只证券，申报市值合计 1.60 亿美元。前几大持仓：QQQM（11.06%）、VOO（10.80%）、JAAA（4.45%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $17.7M | 11.06% | 62,283 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $17.3M | 10.80% | 25,525 | 减持 |
| 3 | JAAA | JANUS DETROIT STR TR | $7.1M | 4.45% | 140,923 | 减持 |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $6.8M | 4.24% | 139,543 | 减持 |
| 5 | IWY | ISHARES TR | $6.2M | 3.89% | 22,502 | 减持 |
| 6 | TSPA | T ROWE PRICE EXCHANGE-TRADED | $5.4M | 3.36% | 115,478 | 减持 |
| 7 | PFFA | ETFIS SER TR I | $3.8M | 2.39% | 187,587 | 减持 |
| 8 | PG | PROCTER & GAMBLE CO | $3.7M | 2.28% | 24,888 | 减持 |
| 9 | GOOG | ALPHABET INC | $3.6M | 2.25% | 11,316 | 减持 |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $3.5M | 2.19% | 23,410 | 减持 |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.4M | 2.14% | 74,866 | 增持 |
| 12 | SMH | VANECK ETF TRUST | $3.3M | 2.07% | 5,737 | 减持 |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $3.1M | 1.94% | 69,247 | 增持 |
| 14 | SHYG | ISHARES TR | $3.1M | 1.91% | 72,749 | 减持 |
| 15 | XLV | SELECT SECTOR SPDR TR | $3.0M | 1.89% | 18,833 | 增持 |
| 16 | AAPL | APPLE INC | $2.8M | 1.72% | 8,557 | 减持 |
| 17 | HEFA | ISHARES TR | $2.7M | 1.70% | 59,085 | 减持 |
| 18 | IDEQ | LAZARD ACTIVE ETF TR | $2.6M | 1.59% | 74,370 | 减持 |
| 19 | CI | THE CIGNA GROUP | $2.5M | 1.58% | 8,833 | 新建仓 |
| 20 | ITA | ISHARES TR | $2.5M | 1.57% | 10,542 | 增持 |
| 21 | IGV | ISHARES TR | $2.5M | 1.55% | 28,553 | 增持 |
| 22 | LLY | ELI LILLY & CO | $2.1M | 1.30% | 1,758 | 增持 |
| 23 | AMZN | AMAZON COM INC | $1.7M | 1.05% | 7,206 | 增持 |
| 24 | ABBV | ABBVIE INC | $1.5M | 0.93% | 5,837 | 减持 |
| 25 | BIZD | VANECK ETF TRUST | $1.3M | 0.84% | 109,209 | 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