FWG Investments, LLC. 13F 持仓 · 2026年Q2
FWG Investments 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 116 只证券,申报市值合计 1.89 亿美元。前几大持仓:VOO(9.98%)、VUG(8.84%)、SCEC(3.47%)。本季前 25 大持仓中:新建仓 4 只、增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $18.9M | 9.98% | 27,472 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $16.7M | 8.84% | 194,010 | 增持 |
| 3 | SCEC | CAPITOL SER TR | $6.5M | 3.47% | 261,629 | 增持 |
| 4 | SIXD | AIM ETF PRODUCTS TRUST | $6.4M | 3.38% | 207,396 | 新建仓 |
| 5 | SPYM | SPDR SERIES TRUST | $6.2M | 3.29% | 70,678 | 增持 |
| 6 | MAYT | AIM ETF PRODUCTS TRUST | $5.6M | 2.97% | 144,178 | 新建仓 |
| 7 | ONEZ | ELEVATION SERIES TRUST | $5.2M | 2.73% | 187,004 | 增持 |
| 8 | IWY | ISHARES TR | $4.9M | 2.58% | 16,809 | 减持 |
| 9 | IEMG | ISHARES INC | $4.7M | 2.47% | 56,294 | 减持 |
| 10 | DECT | AIM ETF PRODUCTS TRUST | $4.4M | 2.32% | 111,567 | 增持 |
| 11 | JUNT | AIM ETF PRODUCTS TRUST | $3.6M | 1.93% | 96,468 | 新建仓 |
| 12 | IWX | ISHARES TR | $3.1M | 1.66% | 29,840 | 增持 |
| 13 | FEBT | AIM ETF PRODUCTS TRUST | $3.0M | 1.58% | 72,521 | 新建仓 |
| 14 | FJUN | FIRST TR EXCHNG TRADED FD VI | $3.0M | 1.57% | 49,426 | 增持 |
| 15 | DYNF | BLACKROCK ETF TRUST | $2.8M | 1.46% | 40,440 | 增持 |
| 16 | FOCT | FIRST TR EXCHNG TRADED FD VI | $2.6M | 1.37% | 49,510 | 减持 |
| 17 | CORO | BLACKROCK ETF TRUST | $2.6M | 1.35% | 69,831 | 增持 |
| 18 | QJUN | FIRST TR EXCHNG TRADED FD VI | $2.6M | 1.35% | 75,801 | 减持 |
| 19 | FMAY | FIRST TR EXCHNG TRADED FD VI | $2.5M | 1.32% | 44,316 | 增持 |
| 20 | QDEC | FIRST TR EXCHNG TRADED FD VI | $2.5M | 1.32% | 70,119 | 减持 |
| 21 | IVW | ISHARES TR | $2.4M | 1.28% | 17,534 | 增持 |
| 22 | IDEV | ISHARES TR | $2.3M | 1.23% | 26,154 | 减持 |
| 23 | AGEM | ABRDN FDS | $2.2M | 1.15% | 44,189 | 减持 |
| 24 | BILZ | PIMCO ETF TR | $2.1M | 1.14% | 21,256 | 增持 |
| 25 | AAPL | APPLE INC | $2.1M | 1.10% | 7,209 | 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