Horst & Graben Wealth Management LLC 13F 持仓 · 2026年Q2
Horst & Graben Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 205 只证券，申报市值合计 7.60 亿美元。前几大持仓：SPYM（10.03%）、IUSB（5.68%）、DYNF（5.61%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $76.3M | 10.03% | 868,783 | 增持 |
| 2 | IUSB | ISHARES TR | $43.2M | 5.68% | 940,182 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $42.6M | 5.61% | 631,465 | 增持 |
| 4 | IVW | ISHARES TR | $35.9M | 4.72% | 261,956 | 减持 |
| 5 | SCHZ | SCHWAB STRATEGIC TR | $34.0M | 4.47% | 1.5M | 增持 |
| 6 | IVE | ISHARES TR | $30.0M | 3.95% | 131,689 | 减持 |
| 7 | CORO | BLACKROCK ETF TRUST | $27.5M | 3.62% | 762,762 | 增持 |
| 8 | MBB | ISHARES TR | $23.5M | 3.10% | 250,439 | 增持 |
| 9 | ACWX | ISHARES TR | $21.6M | 2.84% | 287,888 | 增持 |
| 10 | IWY | ISHARES TR | $20.1M | 2.64% | 69,778 | 增持 |
| 11 | GOVT | ISHARES TR | $19.9M | 2.62% | 880,067 | 减持 |
| 12 | BAI | BLACKROCK ETF TRUST | $18.9M | 2.49% | 382,368 | 减持 |
| 13 | IALT | BLACKROCK ETF TRUST | $16.2M | 2.13% | 576,850 | 新建仓 |
| 14 | XTEN | BONDBLOXX ETF TRUST | $14.4M | 1.90% | 318,296 | 减持 |
| 15 | IWX | ISHARES TR | $14.2M | 1.87% | 133,886 | 增持 |
| 16 | IVV | ISHARES TR | $13.9M | 1.83% | 18,580 | 增持 |
| 17 | BLCR | BLACKROCK ETF TRUST | $13.8M | 1.82% | 275,429 | 增持 |
| 18 | AAPL | APPLE INC | $13.4M | 1.77% | 45,621 | 减持 |
| 19 | SPMO | INVESCO EXCH TRADED FD TR II | $12.9M | 1.70% | 83,232 | 减持 |
| 20 | SHLD | GLOBAL X FDS | $12.4M | 1.63% | 202,340 | 增持 |
| 21 | THRO | BLACKROCK ETF TRUST | $11.2M | 1.47% | 261,595 | 减持 |
| 22 | GGOV | BLACKROCK ETF TRUST II | $9.8M | 1.29% | 194,989 | 新建仓 |
| 23 | AVEM | AMERICAN CENTY ETF TR | $8.8M | 1.16% | 94,053 | 减持 |
| 24 | TSLA | TESLA INC | $7.5M | 0.98% | 17,584 | 增持 |
| 25 | QUAL | ISHARES TR | $7.0M | 0.91% | 31,755 | 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