Global Wealth Management, LLC 13F 持仓 · 2026年Q2
Global Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 1.96 亿美元。前几大持仓：JMST（13.05%）、SCHB（11.95%）、VUSB（11.42%）。本季前 25 大持仓中：增持 17 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JMST | J P MORGAN EXCHANGE TRADED F | $25.6M | 13.05% | 502,395 | 减持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $23.5M | 11.95% | 810,599 | 减持 |
| 3 | VUSB | VANGUARD BD INDEX FDS | $22.4M | 11.42% | 450,535 | 增持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $19.9M | 10.15% | 628,850 | 增持 |
| 5 | IVV | ISHARES TR | $17.5M | 8.90% | 23,345 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $12.1M | 6.17% | 51,235 | 增持 |
| 7 | IJR | ISHARES TR | $10.9M | 5.53% | 73,269 | 减持 |
| 8 | VTI | VANGUARD INDEX FDS | $8.2M | 4.15% | 22,035 | 增持 |
| 9 | IJH | ISHARES TR | $7.2M | 3.68% | 93,836 | 减持 |
| 10 | VTIP | VANGUARD MALVERN FDS | $6.7M | 3.39% | 132,699 | 增持 |
| 11 | QQQ | INVESCO QQQ TR | $5.8M | 2.95% | 7,873 | 增持 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $5.7M | 2.92% | 26,947 | 增持 |
| 13 | SIVR | ABRDN SILVER ETF TRUST | $4.3M | 2.20% | 76,701 | 减持 |
| 14 | IAU | ISHARES GOLD TR | $4.1M | 2.09% | 54,283 | 增持 |
| 15 | VGT | VANGUARD WORLD FD | $3.5M | 1.80% | 29,508 | 增持 |
| 16 | VEU | VANGUARD INTL EQUITY INDEX F | $3.3M | 1.70% | 39,895 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $2.1M | 1.04% | 8,077 | 增持 |
| 18 | IWD | ISHARES TR | $1.7M | 0.86% | 6,964 | 持平 |
| 19 | AAPL | APPLE INC | $756,276 | 0.39% | 2,614 | 增持 |
| 20 | IWB | ISHARES TR | $764,012 | 0.39% | 1,866 | 增持 |
| 21 | AMZN | AMAZON COM INC | $724,554 | 0.37% | 3,040 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $723,659 | 0.37% | 1,940 | 增持 |
| 23 | GLD | SPDR GOLD TR | $624,036 | 0.32% | 1,694 | 持平 |
| 24 | VDE | VANGUARD WORLD FD | $621,604 | 0.32% | 4,140 | 增持 |
| 25 | XME | SPDR SERIES TRUST | $613,935 | 0.31% | 5,741 | 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