Hidden Cove Wealth Management, LLC 13F 持仓 · 2026年Q2
Hidden Cove Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 1.82 亿美元。前几大持仓：IWY（11.11%）、JAAA（6.90%）、SCHR（5.17%）。本季前 25 大持仓中：增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $20.2M | 11.11% | 69,390 | 增持 |
| 2 | JAAA | JANUS DETROIT STR TR | $12.5M | 6.90% | 248,318 | 减持 |
| 3 | SCHR | SCHWAB STRATEGIC TR | $9.4M | 5.17% | 380,346 | 减持 |
| 4 | IDMO | INVESCO EXCH TRADED FD TR II | $9.0M | 4.94% | 148,674 | 增持 |
| 5 | AAPL | APPLE INC | $8.2M | 4.51% | 28,281 | 增持 |
| 6 | VO | VANGUARD INDEX FDS | $7.4M | 4.06% | 91,483 | 增持 |
| 7 | MGV | VANGUARD WORLD FD | $6.5M | 3.58% | 39,799 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $5.9M | 3.26% | 29,584 | 增持 |
| 9 | FDL | FIRST TR EXCHANGE-TRADED FD | $5.6M | 3.09% | 115,430 | 减持 |
| 10 | VNLA | JANUS DETROIT STR TR | $4.1M | 2.28% | 84,790 | 减持 |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $4.1M | 2.27% | 85,151 | 减持 |
| 12 | U | UNITY SOFTWARE INC | $3.8M | 2.08% | 132,301 | 持平 |
| 13 | MSFT | MICROSOFT CORP | $3.7M | 2.04% | 9,948 | 增持 |
| 14 | SCHO | SCHWAB STRATEGIC TR | $3.6M | 1.96% | 147,356 | 增持 |
| 15 | LMBS | FIRST TR EXCHANGE-TRADED FD | $3.3M | 1.81% | 66,075 | 增持 |
| 16 | EFV | ISHARES TR | $3.0M | 1.65% | 39,103 | 增持 |
| 17 | SJNK | SPDR SERIES TRUST | $2.9M | 1.60% | 116,057 | 增持 |
| 18 | AMZN | AMAZON COM INC | $2.2M | 1.23% | 9,400 | 增持 |
| 19 | JABS | JANUS DETROIT STR TR | $2.2M | 1.22% | 44,198 | 减持 |
| 20 | AVGO | BROADCOM INC | $2.1M | 1.13% | 5,439 | 增持 |
| 21 | VST | VISTRA CORP | $2.1M | 1.13% | 12,942 | 增持 |
| 22 | IOO | ISHARES TR | $1.7M | 0.93% | 12,348 | 持平 |
| 23 | GOOGL | ALPHABET INC | $1.7M | 0.92% | 4,695 | 增持 |
| 24 | SCHD | SCHWAB STRATEGIC TR | $1.6M | 0.90% | 51,689 | 减持 |
| 25 | JSI | JANUS DETROIT STR TR | $1.6M | 0.87% | 30,860 | 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