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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
1VOOVANGUARD INDEX FDS$18.9M9.98%27,472减持
2VUGVANGUARD INDEX FDS$16.7M8.84%194,010增持
3SCECCAPITOL SER TR$6.5M3.47%261,629增持
4SIXDAIM ETF PRODUCTS TRUST$6.4M3.38%207,396新建仓
5SPYMSPDR SERIES TRUST$6.2M3.29%70,678增持
6MAYTAIM ETF PRODUCTS TRUST$5.6M2.97%144,178新建仓
7ONEZELEVATION SERIES TRUST$5.2M2.73%187,004增持
8IWYISHARES TR$4.9M2.58%16,809减持
9IEMGISHARES INC$4.7M2.47%56,294减持
10DECTAIM ETF PRODUCTS TRUST$4.4M2.32%111,567增持
11JUNTAIM ETF PRODUCTS TRUST$3.6M1.93%96,468新建仓
12IWXISHARES TR$3.1M1.66%29,840增持
13FEBTAIM ETF PRODUCTS TRUST$3.0M1.58%72,521新建仓
14FJUNFIRST TR EXCHNG TRADED FD VI$3.0M1.57%49,426增持
15DYNFBLACKROCK ETF TRUST$2.8M1.46%40,440增持
16FOCTFIRST TR EXCHNG TRADED FD VI$2.6M1.37%49,510减持
17COROBLACKROCK ETF TRUST$2.6M1.35%69,831增持
18QJUNFIRST TR EXCHNG TRADED FD VI$2.6M1.35%75,801减持
19FMAYFIRST TR EXCHNG TRADED FD VI$2.5M1.32%44,316增持
20QDECFIRST TR EXCHNG TRADED FD VI$2.5M1.32%70,119减持
21IVWISHARES TR$2.4M1.28%17,534增持
22IDEVISHARES TR$2.3M1.23%26,154减持
23AGEMABRDN FDS$2.2M1.15%44,189减持
24BILZPIMCO ETF TR$2.1M1.14%21,256增持
25AAPLAPPLE INC$2.1M1.10%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