Inman Jager Wealth Management, LLC 13F 持仓 · 2026年Q2
Inman Jager Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 1.88 亿美元。前几大持仓：IVV（10.04%）、MSFT（9.18%）、TOTL（3.79%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $18.9M | 10.04% | 25,197 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $17.2M | 9.18% | 46,223 | 增持 |
| 3 | TOTL | SSGA ACTIVE ETF TR | $7.1M | 3.79% | 180,465 | 增持 |
| 4 | SPYG | SPDR SERIES TRUST | $6.6M | 3.50% | 55,240 | 增持 |
| 5 | SPYV | SPDR SERIES TRUST | $6.0M | 3.21% | 99,177 | 增持 |
| 6 | BND | VANGUARD BD INDEX FDS | $5.8M | 3.08% | 78,723 | 增持 |
| 7 | IWM | ISHARES TR | $4.8M | 2.57% | 16,071 | 减持 |
| 8 | IJH | ISHARES TR | $4.7M | 2.51% | 61,243 | 减持 |
| 9 | IDEV | ISHARES TR | $4.6M | 2.43% | 51,361 | 增持 |
| 10 | DVY | ISHARES TR | $3.9M | 2.09% | 25,163 | 增持 |
| 11 | SCHR | SCHWAB STRATEGIC TR | $3.9M | 2.08% | 158,148 | 增持 |
| 12 | IEFA | ISHARES TR | $3.8M | 2.02% | 39,381 | 增持 |
| 13 | CAT | CATERPILLAR INC | $3.6M | 1.93% | 3,413 | 减持 |
| 14 | EEM | ISHARES TR | $3.5M | 1.87% | 51,402 | 减持 |
| 15 | IEMG | ISHARES INC | $3.3M | 1.77% | 40,061 | 增持 |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $3.3M | 1.75% | 39,748 | 增持 |
| 17 | CVX | CHEVRON CORPORATION | $3.3M | 1.73% | 19,632 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $3.1M | 1.65% | 9,452 | 增持 |
| 19 | AAPL | APPLE INC | $3.0M | 1.60% | 10,393 | 增持 |
| 20 | EFA | ISHARES TR | $3.0M | 1.60% | 28,998 | 增持 |
| 21 | VIOV | VANGUARD ADMIRAL FDS INC | $2.9M | 1.53% | 24,488 | 增持 |
| 22 | SLYG | SPDR SERIES TRUST | $2.6M | 1.41% | 22,201 | 减持 |
| 23 | SO | SOUTHERN CO | $2.6M | 1.40% | 27,530 | 增持 |
| 24 | MRK | MERCK & CO INC | $2.6M | 1.39% | 20,279 | 增持 |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $2.4M | 1.26% | 8,433 | 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