Infinity Wealth Counsel, LLC 13F 持仓 · 2026年Q2
Infinity Wealth Counsel 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 1.24 亿美元。前几大持仓:VUG(6.26%)、VIG(4.76%)、IVV(4.53%)。本季前 25 大持仓中:增持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $7.7M | 6.26% | 89,937 | 增持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $5.9M | 4.76% | 24,918 | 增持 |
| 3 | IVV | ISHARES TR | $5.6M | 4.53% | 7,486 | 增持 |
| 4 | VV | VANGUARD INDEX FDS | $5.6M | 4.50% | 16,187 | 增持 |
| 5 | VYM | VANGUARD WHITEHALL FDS | $4.7M | 3.80% | 29,725 | 增持 |
| 6 | BSV | VANGUARD BD INDEX FDS | $4.5M | 3.60% | 57,238 | 增持 |
| 7 | VBK | VANGUARD INDEX FDS | $3.8M | 3.10% | 10,499 | 增持 |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $3.8M | 3.07% | 186,663 | 增持 |
| 9 | VTV | VANGUARD INDEX FDS | $3.7M | 2.99% | 17,006 | 增持 |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | $3.7M | 2.98% | 188,238 | 增持 |
| 11 | BSCT | INVESCO EXCH TRD SLF IDX FD | $3.7M | 2.98% | 198,550 | 增持 |
| 12 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $3.5M | 2.86% | 181,138 | 增持 |
| 13 | BSCU | INVESCO EXCH TRD SLF IDX FD | $3.5M | 2.82% | 210,039 | 增持 |
| 14 | BSCV | INVESCO EXCH TRD SLF IDX FD | $3.3M | 2.68% | 202,533 | 增持 |
| 15 | BSCW | INVESCO EXCH TRD SLF IDX FD | $3.2M | 2.61% | 157,533 | 增持 |
| 16 | QQQ | INVESCO QQQ TR | $3.2M | 2.57% | 4,325 | 增持 |
| 17 | IEFA | ISHARES TR | $3.1M | 2.53% | 32,382 | 增持 |
| 18 | VIGI | VANGUARD WHITEHALL FDS | $3.1M | 2.48% | 32,907 | 增持 |
| 19 | VNQ | VANGUARD INDEX FDS | $3.0M | 2.44% | 31,310 | 增持 |
| 20 | BSCX | INVESCO EXCH TRD SLF IDX FD | $3.0M | 2.41% | 141,517 | 增持 |
| 21 | VB | VANGUARD INDEX FDS | $2.8M | 2.23% | 9,108 | 增持 |
| 22 | PFF | ISHARES TR | $2.7M | 2.21% | 89,779 | 增持 |
| 23 | VOO | VANGUARD INDEX FDS | $2.3M | 1.89% | 3,400 | 持平 |
| 24 | BSCY | INVESCO EXCH TRD SLF IDX FD | $2.2M | 1.80% | 107,600 | 增持 |
| 25 | PG | PROCTER & GAMBLE CO | $2.1M | 1.73% | 14,568 | 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