Guided Capital Wealth Management, LLC 13F 持仓 · 2026年Q2
Guided Capital Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 1.71 亿美元。前几大持仓：FTSM（21.96%）、CGUS（6.44%）、INFO（6.28%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FTSM | FIRST TR EXCHANGE-TRADED FD | $37.6M | 21.96% | 628,737 | 增持 |
| 2 | CGUS | CAPITAL GROUP CORE EQUITY ET | $11.0M | 6.44% | 247,559 | 增持 |
| 3 | INFO | HARBOR ETF TRUST | $10.7M | 6.28% | 395,134 | 新建仓 |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $9.5M | 5.57% | 117,421 | 增持 |
| 5 | HGER | HARBOR ETF TRUST | $9.1M | 5.29% | 308,481 | 增持 |
| 6 | USFR | WISDOMTREE TR | $8.8M | 5.12% | 173,942 | 增持 |
| 7 | JGRO | J P MORGAN EXCHANGE TRADED F | $8.6M | 5.01% | 86,934 | 增持 |
| 8 | DEED | FIRST TR EXCHNG TRADED FD VI | $8.5M | 4.98% | 398,039 | 减持 |
| 9 | JBND | J P MORGAN EXCHANGE TRADED F | $8.4M | 4.88% | 156,105 | 减持 |
| 10 | AIRR | FIRST TR EXCHANGE TRADED FD | $8.2M | 4.79% | 61,417 | 增持 |
| 11 | IWM | ISHARES TR | $5.3M | 3.11% | 17,691 | 减持 |
| 12 | CRS | CARPENTER TECHNOLOGY CORP | $5.2M | 3.06% | 8,481 | 减持 |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | $5.1M | 2.97% | 45,554 | 减持 |
| 14 | PWR | QUANTA SVCS INC | $4.0M | 2.35% | 5,578 | 减持 |
| 15 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $3.6M | 2.08% | 131,764 | 增持 |
| 16 | GOOGL | ALPHABET INC | $3.1M | 1.80% | 8,595 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $3.1M | 1.78% | 15,252 | 增持 |
| 18 | NTRA | NATERA INC | $2.9M | 1.68% | 10,577 | 减持 |
| 19 | ESTA | ESTABLISHMENT LABS HLDGS INC | $2.4M | 1.42% | 28,361 | 减持 |
| 20 | XOM | EXXON MOBIL CORP | $2.3M | 1.33% | 16,625 | 持平 |
| 21 | HII | HUNTINGTON INGALLS INDS INC | $2.2M | 1.29% | 7,904 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $2.1M | 1.23% | 5,648 | 减持 |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | $1.8M | 1.07% | 15,663 | 减持 |
| 24 | NOW | SERVICENOW INC | $1.7M | 0.99% | 17,029 | 增持 |
| 25 | TCBX | THIRD COAST BANCSHARES INC | $898,294 | 0.53% | 22,235 | 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