High Note Wealth, LLC 13F 持仓 · 2026年Q2
High Note Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 957 只证券，申报市值合计 5.86 亿美元。前几大持仓：IVV（10.74%）、XLK（5.87%）、SCHM（5.77%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $63.0M | 10.74% | 84,099 | 增持 |
| 2 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $34.4M | 5.87% | 180,468 | 减持 |
| 3 | SCHM | SCHWAB U.S. MID-CAP ETF | $33.8M | 5.77% | 916,640 | 增持 |
| 4 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $32.2M | 5.49% | 313,173 | 减持 |
| 5 | BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $24.6M | 4.20% | 268,466 | 增持 |
| 6 | DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $24.1M | 4.11% | 441,230 | 增持 |
| 7 | AAPL | APPLE INC COM | $21.8M | 3.72% | 75,392 | 增持 |
| 8 | GOOGL | ALPHABET INC CAP STK CL A | $18.2M | 3.11% | 50,989 | 增持 |
| 9 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | $17.6M | 3.00% | 241,141 | 增持 |
| 10 | VB | VANGUARD SMALL-CAP ETF | $14.6M | 2.48% | 48,037 | 增持 |
| 11 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $14.1M | 2.40% | 142,048 | 增持 |
| 12 | TLT | ISHARES 20 YEAR TREASURY BOND ETF | $12.4M | 2.11% | 143,446 | 增持 |
| 13 | AMZN | AMAZON COM INC COM | $11.0M | 1.87% | 46,032 | 增持 |
| 14 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $10.2M | 1.74% | 99,752 | 增持 |
| 15 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $9.6M | 1.64% | 101,586 | 减持 |
| 16 | JPM | JPMORGAN CHASE & CO COM | $9.5M | 1.63% | 29,150 | 增持 |
| 17 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $9.5M | 1.61% | 59,664 | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $8.9M | 1.52% | 17,758 | 增持 |
| 19 | MSFT | MICROSOFT CORP COM | $8.3M | 1.41% | 22,176 | 减持 |
| 20 | NVDA | NVIDIA CORPORATION COM | $7.8M | 1.34% | 39,110 | 增持 |
| 21 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $7.9M | 1.34% | 67,328 | 增持 |
| 22 | WMT | WALMART INC COM | $7.4M | 1.26% | 65,442 | 增持 |
| 23 | QQQ | INVESCO QQQ TRUST SERIES I | $7.1M | 1.21% | 9,593 | 减持 |
| 24 | QQQM | INVESCO NASDAQ 100 ETF | $6.4M | 1.10% | 21,236 | 增持 |
| 25 | DDLS | WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND | $5.9M | 1.01% | 133,915 | 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