GenWealth Group, Inc. 13F 持仓 · 2026年Q2
GenWealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 6.42 亿美元。前几大持仓：SCHV（9.12%）、VUG（7.83%）、IEF（7.51%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $58.5M | 9.12% | 1.7M | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $50.2M | 7.83% | 583,351 | 增持 |
| 3 | IEF | ISHARES TR | $48.2M | 7.51% | 509,980 | 增持 |
| 4 | IAU | ISHARES GOLD TR | $48.1M | 7.49% | 636,522 | 增持 |
| 5 | VOO | VANGUARD INDEX FDS | $44.0M | 6.85% | 64,037 | 增持 |
| 6 | QQQ | INVESCO QQQ TR | $31.6M | 4.92% | 42,875 | 增持 |
| 7 | IWP | ISHARES TR | $30.5M | 4.75% | 208,254 | 新建仓 |
| 8 | IJH | ISHARES TR | $29.9M | 4.66% | 388,111 | 新建仓 |
| 9 | IVV | ISHARES TR | $28.5M | 4.45% | 38,119 | 增持 |
| 10 | DIA | STATE STR SPDR DOW JONES IND | $28.1M | 4.38% | 53,785 | 新建仓 |
| 11 | ZROZ | PIMCO ETF TR | $26.1M | 4.06% | 406,774 | 增持 |
| 12 | VGLT | VANGUARD SCOTTSDALE FDS | $22.9M | 3.56% | 414,334 | 增持 |
| 13 | USDU | WISDOMTREE TR | $20.9M | 3.26% | 781,534 | 增持 |
| 14 | SPYM | SPDR SERIES TRUST | $14.9M | 2.33% | 170,111 | 减持 |
| 15 | SPYG | SPDR SERIES TRUST | $14.1M | 2.19% | 118,355 | 减持 |
| 16 | SPYV | SPDR SERIES TRUST | $13.1M | 2.04% | 215,686 | 减持 |
| 17 | QLD | PROSHARES TR | $13.1M | 2.03% | 134,981 | 减持 |
| 18 | SSO | PROSHARES TR | $11.4M | 1.77% | 168,776 | 减持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $11.0M | 1.71% | 14,669 | 减持 |
| 20 | DDM | PROSHARES TR | $10.8M | 1.68% | 164,774 | 减持 |
| 21 | OEF | ISHARES TR | $6.1M | 0.94% | 16,539 | 减持 |
| 22 | AAPL | APPLE INC | $5.7M | 0.89% | 19,656 | 减持 |
| 23 | IWF | ISHARES TR | $4.4M | 0.69% | 35,423 | 增持 |
| 24 | USXF | ISHARES TR | $4.2M | 0.66% | 61,136 | 减持 |
| 25 | RAFE | PIMCO EQUITY SER | $4.1M | 0.65% | 86,680 | 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