Hubbell Strickland Wealth Management, LLC 13F 持仓 · 2026年Q2
Hubbell Strickland Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 2.77 亿美元。前几大持仓：VIG（28.94%）、IVV（10.95%）、IJH（6.85%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $80.2M | 28.94% | 338,905 | 减持 |
| 2 | IVV | ISHARES TR | $30.4M | 10.95% | 40,531 | 减持 |
| 3 | IJH | ISHARES TR | $19.0M | 6.85% | 246,040 | 增持 |
| 4 | SDY | SPDR SERIES TRUST | $16.1M | 5.80% | 105,649 | 减持 |
| 5 | VUG | VANGUARD INDEX FDS | $14.5M | 5.22% | 168,070 | 增持 |
| 6 | DGRO | ISHARES TR | $9.2M | 3.32% | 121,244 | 增持 |
| 7 | IEFA | ISHARES TR | $8.5M | 3.07% | 88,130 | 增持 |
| 8 | IXUS | ISHARES TR | $7.9M | 2.85% | 82,722 | 增持 |
| 9 | PHYS | SPROTT ASSET MANAGEMENT LP | $7.6M | 2.75% | 252,812 | 增持 |
| 10 | ONEQ | FIDELITY COMWLTH TR | $6.4M | 2.30% | 61,622 | 增持 |
| 11 | IJR | ISHARES TR | $4.9M | 1.78% | 33,251 | 增持 |
| 12 | VTV | VANGUARD INDEX FDS | $4.8M | 1.72% | 21,890 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $4.3M | 1.55% | 11,516 | 减持 |
| 14 | SGOV | ISHARES TR | $4.0M | 1.43% | 39,486 | 减持 |
| 15 | VOO | VANGUARD INDEX FDS | $3.3M | 1.18% | 4,777 | 减持 |
| 16 | XOM | EXXON MOBIL CORP | $3.1M | 1.12% | 22,783 | 增持 |
| 17 | EFA | ISHARES TR | $2.8M | 1.03% | 27,376 | 增持 |
| 18 | VIGI | VANGUARD WHITEHALL FDS | $2.6M | 0.93% | 27,524 | 增持 |
| 19 | VTI | VANGUARD INDEX FDS | $2.5M | 0.90% | 6,773 | 增持 |
| 20 | IUSG | ISHARES TR | $1.9M | 0.69% | 10,171 | 增持 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $1.8M | 0.64% | 29,878 | 增持 |
| 22 | AAPL | APPLE INC | $1.7M | 0.61% | 5,838 | 减持 |
| 23 | CVX | CHEVRON CORPORATION | $1.7M | 0.61% | 10,159 | 增持 |
| 24 | NVDA | NVIDIA CORPORATION | $1.6M | 0.59% | 8,193 | 减持 |
| 25 | MCD | MCDONALDS CORP | $1.6M | 0.57% | 5,878 | 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