Genesis Private Wealth, LLC 13F 持仓 · 2026年Q2
Genesis Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 192 只证券，申报市值合计 3.56 亿美元。前几大持仓：IVV（5.12%）、IWF（4.46%）、IWD（4.30%）。本季前 25 大持仓中：增持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $18.2M | 5.12% | 24,321 | 增持 |
| 2 | IWF | ISHARES TR | $15.9M | 4.46% | 127,737 | 增持 |
| 3 | IWD | ISHARES TR | $15.3M | 4.30% | 63,143 | 增持 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $15.0M | 4.21% | 328,860 | 增持 |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $11.5M | 3.23% | 243,198 | 增持 |
| 6 | GLD | SPDR GOLD TR | $10.5M | 2.96% | 28,607 | 增持 |
| 7 | PTRB | PGIM ETF TR | $9.6M | 2.70% | 231,788 | 增持 |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $9.6M | 2.69% | 118,051 | 增持 |
| 9 | VTEB | VANGUARD MUN BD FDS | $8.6M | 2.41% | 169,793 | 增持 |
| 10 | SCHF | SCHWAB STRATEGIC TR | $8.5M | 2.40% | 308,046 | 增持 |
| 11 | JMBS | JANUS DETROIT STR TR | $8.0M | 2.24% | 177,437 | 增持 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $7.8M | 2.20% | 33,146 | 增持 |
| 13 | IEFA | ISHARES TR | $7.5M | 2.12% | 78,081 | 增持 |
| 14 | BIV | VANGUARD BD INDEX FDS | $7.5M | 2.11% | 97,679 | 增持 |
| 15 | VOT | VANGUARD INDEX FDS | $7.0M | 1.96% | 22,714 | 增持 |
| 16 | LMBS | FIRST TR EXCHANGE-TRADED FD | $6.8M | 1.90% | 135,807 | 增持 |
| 17 | MUNI | PIMCO ETF TR | $6.7M | 1.87% | 126,467 | 增持 |
| 18 | VOE | VANGUARD INDEX FDS | $6.4M | 1.80% | 32,328 | 增持 |
| 19 | VXUS | VANGUARD STAR FDS | $6.4M | 1.80% | 75,071 | 增持 |
| 20 | IEMG | ISHARES INC | $6.2M | 1.74% | 74,798 | 增持 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $6.0M | 1.68% | 28,110 | 增持 |
| 22 | FDL | FIRST TR EXCHANGE-TRADED FD | $5.9M | 1.67% | 121,926 | 增持 |
| 23 | VO | VANGUARD INDEX FDS | $5.8M | 1.62% | 71,391 | 增持 |
| 24 | AIRR | FIRST TR EXCHANGE TRADED FD | $5.4M | 1.52% | 40,635 | 增持 |
| 25 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.2M | 1.45% | 104,685 | 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