Gutierrez Wealth Advisory, LLC 13F 持仓 · 2026年Q2
Gutierrez Wealth Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 1.73 亿美元。前几大持仓：VOO（10.60%）、CGDV（8.97%）、CGGR（8.57%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $18.3M | 10.60% | 26,716 | 减持 |
| 2 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $15.5M | 8.97% | 315,024 | 减持 |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | $14.8M | 8.57% | 314,234 | 减持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $14.6M | 8.41% | 204,214 | 减持 |
| 5 | VXF | VANGUARD INDEX FDS | $10.5M | 6.06% | 42,607 | 减持 |
| 6 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $9.8M | 5.66% | 283,123 | 减持 |
| 7 | VCRB | VANGUARD MALVERN FDS | $9.7M | 5.61% | 125,787 | 增持 |
| 8 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $9.4M | 5.45% | 222,757 | 减持 |
| 9 | VTEB | VANGUARD MUN BD FDS | $7.9M | 4.55% | 155,527 | 增持 |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | $7.5M | 4.31% | 271,595 | 减持 |
| 11 | CGHM | CAPITAL GRP FIXED INCM ETF T | $6.3M | 3.61% | 241,975 | 增持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $4.7M | 2.73% | 79,261 | 减持 |
| 13 | VCRM | VANGUARD MUN BD FDS | $3.7M | 2.15% | 48,718 | 减持 |
| 14 | MUB | ISHARES TR | $3.7M | 2.11% | 33,954 | 减持 |
| 15 | META | META PLATFORMS INC | $2.4M | 1.37% | 4,222 | 增持 |
| 16 | DFAU | DIMENSIONAL ETF TRUST | $1.8M | 1.07% | 35,725 | 减持 |
| 17 | VOOG | VANGUARD ADMIRAL FDS INC | $1.8M | 1.06% | 22,234 | 增持 |
| 18 | ACWX | ISHARES TR | $1.6M | 0.93% | 21,177 | 增持 |
| 19 | VTI | VANGUARD INDEX FDS | $1.5M | 0.88% | 4,137 | 减持 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $1.4M | 0.84% | 6,127 | 增持 |
| 21 | WMT | WALMART INC | $1.4M | 0.83% | 12,641 | 增持 |
| 22 | IVV | ISHARES TR | $1.1M | 0.63% | 1,451 | 增持 |
| 23 | AAPL | APPLE INC | $1.1M | 0.62% | 3,688 | 增持 |
| 24 | HOMB | HOME BANCSHARES INC | $1.0M | 0.58% | 35,027 | 增持 |
| 25 | ACWI | ISHARES TR | $978,607 | 0.57% | 6,234 | 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