Innovative Wealth Building LLC 13F 持仓 · 2026年Q2
Innovative Wealth Building 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 1.72 亿美元。前几大持仓：VOO（35.68%）、IVV（5.19%）、PULS（4.68%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $61.4M | 35.68% | 89,416 | 增持 |
| 2 | IVV | ISHARES TR | $8.9M | 5.19% | 11,941 | 减持 |
| 3 | PULS | PGIM ETF TR | $8.0M | 4.68% | 162,456 | 增持 |
| 4 | VGT | VANGUARD WORLD FD | $7.0M | 4.07% | 58,592 | 增持 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $6.5M | 3.77% | 79,244 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $6.1M | 3.52% | 8,220 | 增持 |
| 7 | VO | VANGUARD INDEX FDS | $4.4M | 2.57% | 55,003 | 增持 |
| 8 | DGRO | ISHARES TR | $4.3M | 2.47% | 56,201 | 减持 |
| 9 | BKIE | BNY MELLON ETF TRUST | $4.2M | 2.44% | 41,755 | 增持 |
| 10 | AGG | ISHARES TR | $3.5M | 2.03% | 35,347 | 减持 |
| 11 | VTI | VANGUARD INDEX FDS | $3.3M | 1.94% | 9,014 | 增持 |
| 12 | IJR | ISHARES TR | $3.3M | 1.91% | 22,137 | 增持 |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.1M | 1.82% | 55,531 | 增持 |
| 14 | SPYD | SPDR SERIES TRUST | $2.4M | 1.40% | 50,494 | 增持 |
| 15 | GSLC | GOLDMAN SACHS ETF TR | $2.4M | 1.37% | 16,614 | 减持 |
| 16 | VUG | VANGUARD INDEX FDS | $1.9M | 1.08% | 21,501 | 增持 |
| 17 | USHY | ISHARES TR | $1.8M | 1.07% | 49,532 | 减持 |
| 18 | IEFA | ISHARES TR | $1.8M | 1.06% | 18,888 | 增持 |
| 19 | SCHO | SCHWAB STRATEGIC TR | $1.7M | 0.98% | 70,100 | 减持 |
| 20 | AAPL | APPLE INC | $1.5M | 0.87% | 5,182 | 增持 |
| 21 | BND | VANGUARD BD INDEX FDS | $1.4M | 0.81% | 18,953 | 增持 |
| 22 | IUSG | ISHARES TR | $1.4M | 0.81% | 7,433 | 减持 |
| 23 | VXUS | VANGUARD STAR FDS | $1.3M | 0.77% | 15,509 | 增持 |
| 24 | VB | VANGUARD INDEX FDS | $1.2M | 0.68% | 3,849 | 减持 |
| 25 | IJH | ISHARES TR | $1.2M | 0.67% | 14,936 | 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