Green Ridge Wealth Planning LLC 13F 持仓 · 2026年Q3
Green Ridge Wealth Planning 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 2.49 亿美元。前几大持仓：QQQ（11.68%）、VEA（8.09%）、SPMO（7.22%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $29.1M | 11.68% | 39,349 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $20.2M | 8.09% | 285,552 | 增持 |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | $18.0M | 7.22% | 118,636 | 增持 |
| 4 | IOO | ISHARES TR | $15.8M | 6.33% | 109,469 | 增持 |
| 5 | XLG | INVESCO EXCHANGE TRADED FD T | $14.0M | 5.63% | 220,635 | 减持 |
| 6 | PVAL | PUTNAM ETF TRUST | $13.6M | 5.47% | 259,011 | 增持 |
| 7 | IDEV | ISHARES TR | $13.0M | 5.21% | 145,148 | 增持 |
| 8 | AAPL | APPLE INC | $10.1M | 4.04% | 30,252 | 减持 |
| 9 | QUAL | ISHARES TR | $7.8M | 3.13% | 35,130 | 减持 |
| 10 | SOXX | ISHARES TR | $6.6M | 2.66% | 11,644 | 增持 |
| 11 | GOOGL | ALPHABET INC | $6.3M | 2.55% | 18,450 | 减持 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $6.1M | 2.45% | 9,970 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $5.7M | 2.27% | 11,038 | 减持 |
| 14 | AMZN | AMAZON COM INC | $5.6M | 2.24% | 22,417 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $5.3M | 2.13% | 23,296 | 减持 |
| 16 | ACYN | FIRST TR EXCHANGE-TRADED FD | $5.1M | 2.04% | 244,087 | 增持 |
| 17 | AIQ | GLOBAL X FDS | $5.0M | 2.00% | 76,524 | 增持 |
| 18 | AVDV | AMERICAN CENTY ETF TR | $4.0M | 1.59% | 36,195 | 增持 |
| 19 | RSPT | INVESCO EXCHANGE TRADED FD T | $4.0M | 1.59% | 60,343 | 新建仓 |
| 20 | CIBR | FIRST TR EXCHANGE-TRADED FD | $3.8M | 1.52% | 36,771 | 新建仓 |
| 21 | ICLO | INVESCO ACTIVELY MANAGED EXC | $3.8M | 1.50% | 146,554 | 增持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $3.2M | 1.28% | 4,172 | 增持 |
| 23 | SCHA | SCHWAB STRATEGIC TR | $2.9M | 1.16% | 88,904 | 减持 |
| 24 | META | META PLATFORMS INC | $2.5M | 0.99% | 3,419 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $2.4M | 0.95% | 3,361 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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