Innova Wealth Partners 13F 持仓 · 2026年Q2
Innova Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 167 只证券，申报市值合计 2.44 亿美元。前几大持仓：SHY（6.48%）、BOXX（4.35%）、JAAA（4.13%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $15.8M | 6.48% | 192,708 | 减持 |
| 2 | BOXX | EA SERIES TRUST | $10.6M | 4.35% | 90,876 | 增持 |
| 3 | JAAA | JANUS DETROIT STR TR | $10.1M | 4.13% | 199,774 | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $9.3M | 3.81% | 12,466 | 增持 |
| 5 | RSST | TIDAL TRUST II | $7.7M | 3.17% | 236,651 | 增持 |
| 6 | ICF | ISHARES TR | $7.6M | 3.09% | 111,813 | 增持 |
| 7 | AGG | ISHARES TR | $6.6M | 2.70% | 66,593 | 减持 |
| 8 | DBMF | LITMAN GREGORY FDS TR | $6.3M | 2.59% | 206,423 | 增持 |
| 9 | RSSY | TIDAL TRUST II | $6.3M | 2.58% | 246,565 | 增持 |
| 10 | XLF | SELECT SECTOR SPDR TR | $5.0M | 2.04% | 93,162 | 新建仓 |
| 11 | RSBT | TIDAL TRUST II | $4.7M | 1.91% | 245,069 | 增持 |
| 12 | XLK | SELECT SECTOR SPDR TR | $4.6M | 1.89% | 24,180 | 增持 |
| 13 | QQQ | INVESCO QQQ TR | $4.6M | 1.88% | 6,244 | 增持 |
| 14 | XLU | SELECT SECTOR SPDR TR | $4.4M | 1.81% | 97,333 | 减持 |
| 15 | VOO | VANGUARD INDEX FDS | $4.3M | 1.77% | 6,307 | 增持 |
| 16 | XLI | SELECT SECTOR SPDR TR | $4.2M | 1.74% | 22,937 | 减持 |
| 17 | PDBC | INVESCO ACTVELY MNGD ETC FD | $4.0M | 1.65% | 254,014 | 增持 |
| 18 | XLE | SELECT SECTOR SPDR TR | $3.9M | 1.62% | 74,336 | 减持 |
| 19 | SSO | PROSHARES TR | $3.9M | 1.60% | 57,913 | 减持 |
| 20 | XLV | SELECT SECTOR SPDR TR | $3.9M | 1.59% | 24,516 | 增持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $3.8M | 1.54% | 52,901 | 增持 |
| 22 | XLB | SELECT SECTOR SPDR TR | $3.7M | 1.53% | 73,527 | 增持 |
| 23 | XLP | SELECT SECTOR SPDR TR | $3.7M | 1.53% | 44,922 | 增持 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $3.5M | 1.43% | 14,814 | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $2.8M | 1.14% | 7,500 | 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