Greenhouse Wealth Management, LLC 13F 持仓 · 2026年Q2
Greenhouse Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 52 只证券,申报市值合计 1.42 亿美元。前几大持仓:SPY(36.69%)、IVV(11.65%)、VOO(6.76%)。本季前 25 大持仓中:增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $52.2M | 36.69% | 69,963 | 减持 |
| 2 | IVV | ISHARES TR | $16.6M | 11.65% | 22,130 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $9.6M | 6.76% | 14,038 | 减持 |
| 4 | VTV | VANGUARD INDEX FDS | $8.4M | 5.94% | 38,744 | 减持 |
| 5 | VB | VANGUARD INDEX FDS | $7.6M | 5.31% | 24,935 | 减持 |
| 6 | VXUS | VANGUARD STAR FDS | $7.3M | 5.14% | 85,508 | 减持 |
| 7 | QQQ | INVESCO QQQ TR | $4.7M | 3.30% | 6,416 | 减持 |
| 8 | VTI | VANGUARD INDEX FDS | $4.1M | 2.91% | 11,202 | 减持 |
| 9 | TQQQ | PROSHARES TR | $2.4M | 1.70% | 31,284 | 增持 |
| 10 | SCHA | SCHWAB STRATEGIC TR | $2.0M | 1.38% | 54,410 | 减持 |
| 11 | SCHF | SCHWAB STRATEGIC TR | $1.8M | 1.25% | 64,303 | 减持 |
| 12 | AAPL | APPLE INC | $1.8M | 1.24% | 6,103 | 持平 |
| 13 | VEU | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.22% | 20,680 | 增持 |
| 14 | GOOG | ALPHABET INC | $1.6M | 1.12% | 4,516 | 增持 |
| 15 | VUG | VANGUARD INDEX FDS | $1.5M | 1.05% | 17,424 | 增持 |
| 16 | GOOGL | ALPHABET INC | $1.4M | 0.96% | 3,814 | 减持 |
| 17 | VGT | VANGUARD WORLD FD | $1.2M | 0.86% | 10,289 | 增持 |
| 18 | VYM | VANGUARD WHITEHALL FDS | $1.1M | 0.80% | 7,238 | 增持 |
| 19 | IJR | ISHARES TR | $1.1M | 0.79% | 7,547 | 增持 |
| 20 | VO | VANGUARD INDEX FDS | $1.1M | 0.78% | 13,692 | 增持 |
| 21 | SDY | SPDR SERIES TRUST | $995,578 | 0.70% | 6,528 | 增持 |
| 22 | IWF | ISHARES TR | $910,378 | 0.64% | 7,332 | 增持 |
| 23 | ONEQ | FIDELITY COMWLTH TR | $826,577 | 0.58% | 8,130 | 持平 |
| 24 | IWR | ISHARES TR | $797,439 | 0.56% | 7,228 | 增持 |
| 25 | IJH | ISHARES TR | $549,150 | 0.39% | 7,124 | 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