Gray Private Wealth, LLC 13F 持仓 · 2026年Q2
Gray Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 2.31 亿美元。前几大持仓：IVV（45.11%）、IWB（14.75%）、EFA（6.22%）。本季前 25 大持仓中：增持 12 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $104.4M | 45.11% | 139,376 | 增持 |
| 2 | IWB | ISHARES TR | $34.1M | 14.75% | 83,372 | 减持 |
| 3 | EFA | ISHARES TR | $14.4M | 6.22% | 138,509 | 增持 |
| 4 | IWM | ISHARES TR | $13.3M | 5.75% | 44,256 | 增持 |
| 5 | VNQ | VANGUARD INDEX FDS | $9.5M | 4.11% | 98,520 | 增持 |
| 6 | DGRW | WISDOMTREE TR | $8.5M | 3.67% | 88,769 | 增持 |
| 7 | HDV | ISHARES TR | $7.6M | 3.30% | 278,649 | 增持 |
| 8 | IVW | ISHARES TR | $4.3M | 1.84% | 31,014 | 减持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 1.83% | 59,292 | 增持 |
| 10 | IVE | ISHARES TR | $3.7M | 1.60% | 16,285 | 减持 |
| 11 | AAPL | APPLE INC | $3.3M | 1.45% | 11,560 | 减持 |
| 12 | VB | VANGUARD INDEX FDS | $2.0M | 0.86% | 6,535 | 增持 |
| 13 | IYR | ISHARES TR | $1.7M | 0.75% | 16,898 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $1.6M | 0.70% | 4,323 | 增持 |
| 15 | AMZN | AMAZON | $898,780 | 0.39% | 3,771 | 持平 |
| 16 | NVDA | NVIDIA CORPORATION | $870,764 | 0.38% | 4,352 | 增持 |
| 17 | IWF | ISHARES TR | $856,276 | 0.37% | 6,896 | 增持 |
| 18 | XLK | SELECT SECTOR SPDR TR | $852,078 | 0.37% | 4,472 | 持平 |
| 19 | MRK | MERCK & CO INC | $796,572 | 0.34% | 6,199 | 减持 |
| 20 | ORCL | ORACLE CORP | $737,055 | 0.32% | 5,029 | 减持 |
| 21 | GOOGL | ALPHABET INC | $699,880 | 0.30% | 1,958 | 持平 |
| 22 | MUB | ISHARES TR | $689,091 | 0.30% | 6,403 | 持平 |
| 23 | IEFA | ISHARES TR | $625,579 | 0.27% | 6,477 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $594,463 | 0.26% | 1,188 | 持平 |
| 25 | MCD | MCDONALDS CORP | $592,998 | 0.26% | 2,194 | 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