Higgins & Schmidt Wealth Strategies LLC 13F 持仓 · 2026年Q2
Higgins & Schmidt Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 2.42 亿美元。前几大持仓：SPYG（17.09%）、SPYV（17.00%）、SPDW（14.16%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $41.4M | 17.09% | 348,013 | 增持 |
| 2 | SPYV | SPDR SERIES TRUST | $41.2M | 17.00% | 677,779 | 增持 |
| 3 | SPDW | SPDR INDEX SHS FDS | $34.3M | 14.16% | 681,189 | 增持 |
| 4 | SPMD | SPDR SERIES TRUST | $15.5M | 6.41% | 229,878 | 增持 |
| 5 | AVEM | AMERICAN CENTY ETF TR | $14.2M | 5.85% | 146,977 | 减持 |
| 6 | SPTI | SPDR SERIES TRUST | $11.5M | 4.76% | 405,964 | 增持 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $9.7M | 3.99% | 77,482 | 增持 |
| 8 | IVW | ISHARES TR | $7.8M | 3.20% | 56,445 | 减持 |
| 9 | IDEV | ISHARES TR | $7.6M | 3.15% | 85,711 | 减持 |
| 10 | AVDV | AMERICAN CENTY ETF TR | $7.6M | 3.14% | 73,757 | 减持 |
| 11 | FVD | FIRST TR EXCHANGE-TRADED FD | $5.5M | 2.29% | 114,938 | 减持 |
| 12 | QQQ | INVESCO QQQ TR | $3.4M | 1.38% | 4,557 | 减持 |
| 13 | ESGU | ISHARES TR | $2.9M | 1.19% | 17,600 | 增持 |
| 14 | SPEM | SPDR INDEX SHS FDS | $2.8M | 1.15% | 53,774 | 减持 |
| 15 | MUNI | PIMCO ETF TR | $2.7M | 1.10% | 50,651 | 减持 |
| 16 | IJH | ISHARES TR | $2.6M | 1.06% | 33,159 | 减持 |
| 17 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.98% | 46,940 | 增持 |
| 18 | ONEQ | FIDELITY COMWLTH TR | $1.8M | 0.75% | 17,676 | 减持 |
| 19 | SPSM | SPDR SERIES TRUST | $1.8M | 0.74% | 31,184 | 减持 |
| 20 | IJR | ISHARES TR | $1.5M | 0.60% | 9,877 | 减持 |
| 21 | IGIB | ISHARES TR | $1.4M | 0.58% | 26,659 | 增持 |
| 22 | IWD | ISHARES TR | $1.3M | 0.52% | 5,216 | 减持 |
| 23 | IWF | ISHARES TR | $1.2M | 0.48% | 9,295 | 增持 |
| 24 | ESGD | ISHARES TR | $1.1M | 0.45% | 10,500 | 减持 |
| 25 | MUB | ISHARES TR | $1.1M | 0.45% | 10,180 | 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