Instrumental Wealth, LLC 13F 持仓 · 2026年Q2
Instrumental Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 1.98 亿美元。前几大持仓：IJH（13.64%）、IVW（13.56%）、IEFA（12.21%）。本季前 25 大持仓中：新建仓 1 只、增持 21 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $27.0M | 13.64% | 349,506 | 增持 |
| 2 | IVW | ISHARES TR | $26.8M | 13.56% | 194,694 | 增持 |
| 3 | IEFA | ISHARES TR | $24.1M | 12.21% | 249,690 | 增持 |
| 4 | IVE | ISHARES TR | $17.1M | 8.64% | 75,196 | 增持 |
| 5 | IVV | ISHARES TR | $14.3M | 7.23% | 19,073 | 增持 |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $11.5M | 5.82% | 54,025 | 增持 |
| 7 | IBDY | ISHARES TR | $10.8M | 5.46% | 418,536 | 增持 |
| 8 | IWN | ISHARES TR | $6.7M | 3.41% | 30,417 | 增持 |
| 9 | IWO | ISHARES TR | $5.2M | 2.63% | 13,188 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $3.7M | 1.86% | 18,336 | 增持 |
| 11 | AAPL | APPLE INC | $3.5M | 1.80% | 12,259 | 减持 |
| 12 | IBDV | ISHARES TR | $2.4M | 1.20% | 108,765 | 增持 |
| 13 | IBCA | ISHARES TR | $2.4M | 1.19% | 91,787 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $2.1M | 1.05% | 5,541 | 增持 |
| 15 | AMZN | AMAZON COM INC | $1.9M | 0.96% | 7,935 | 增持 |
| 16 | GOOG | ALPHABET INC | $1.6M | 0.81% | 4,543 | 增持 |
| 17 | RIVN | RIVIAN AUTOMOTIVE INC | $1.6M | 0.80% | 90,657 | 新建仓 |
| 18 | HRTG | HERITAGE INSURANCE HLDGS INC | $1.6M | 0.79% | 60,060 | 持平 |
| 19 | GOOGL | ALPHABET INC | $1.5M | 0.78% | 4,306 | 增持 |
| 20 | HACK | AMPLIFY ETF TR | $1.3M | 0.63% | 11,948 | 增持 |
| 21 | IWB | ISHARES TR | $1.2M | 0.61% | 2,960 | 减持 |
| 22 | AVGO | BROADCOM INC | $1.0M | 0.53% | 2,763 | 增持 |
| 23 | ICLN | ISHARES TR | $1.0M | 0.53% | 51,208 | 增持 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $998,483 | 0.51% | 1,719 | 增持 |
| 25 | CMF | ISHARES TR | $938,140 | 0.47% | 16,276 | 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