Graetz Wealth LLC 13F 持仓 · 2026年Q2
Graetz Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 1.25 亿美元。前几大持仓：VOO（9.44%）、QQQ（7.03%）、VCIT（5.65%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $11.8M | 9.44% | 17,237 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $8.8M | 7.03% | 11,974 | 增持 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $7.1M | 5.65% | 85,765 | 增持 |
| 4 | BND | VANGUARD BD INDEX FDS | $5.7M | 4.54% | 77,561 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $5.3M | 4.20% | 73,944 | 减持 |
| 6 | BIV | VANGUARD BD INDEX FDS | $4.6M | 3.63% | 59,356 | 减持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $4.1M | 3.25% | 68,285 | 减持 |
| 8 | JNK | SPDR SERIES TRUST | $4.1M | 3.24% | 42,157 | 增持 |
| 9 | CWB | SPDR SERIES TRUST | $3.6M | 2.86% | 33,213 | 减持 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $3.2M | 2.59% | 13,699 | 增持 |
| 11 | XLI | SELECT SECTOR SPDR TR | $3.0M | 2.37% | 16,020 | 增持 |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | $2.9M | 2.30% | 61,558 | 增持 |
| 13 | XLF | SELECT SECTOR SPDR TR | $2.9M | 2.28% | 53,212 | 增持 |
| 14 | XLB | SELECT SECTOR SPDR TR | $2.8M | 2.22% | 54,699 | 新建仓 |
| 15 | IVV | ISHARES TR | $2.7M | 2.15% | 3,595 | 增持 |
| 16 | PFF | ISHARES TR | $2.7M | 2.14% | 87,802 | 增持 |
| 17 | XLRE | SELECT SECTOR SPDR TR | $2.6M | 2.06% | 58,519 | 新建仓 |
| 18 | VBK | VANGUARD INDEX FDS | $2.4M | 1.92% | 6,572 | 增持 |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | $2.4M | 1.89% | 42,930 | 增持 |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $2.1M | 1.71% | 44,233 | 减持 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.70% | 10,020 | 减持 |
| 22 | VGIT | VANGUARD SCOTTSDALE FDS | $1.8M | 1.46% | 30,993 | 减持 |
| 23 | VTI | VANGUARD INDEX FDS | $1.8M | 1.46% | 4,948 | 增持 |
| 24 | IBIT | ISHARES BITCOIN TRUST ETF | $1.8M | 1.41% | 53,114 | 增持 |
| 25 | VTV | VANGUARD INDEX FDS | $1.7M | 1.39% | 8,007 | 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