Integrated Investment Consultants, LLC 13F 持仓 · 2026年Q2

Integrated Investment Consultants 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 269 只证券，申报市值合计 5.08 亿美元。前几大持仓：IWF（6.36%）、IWP（4.93%）、NEAR（4.28%）。本季前 25 大持仓中：增持 13 只、减持 12 只。

排名	代码	公司	市值	占组合	股数	变动
1	IWF	ISHARES RUSSELL 1000 GROWTH ETF	$32.3M	6.36%	260,027	增持
2	IWP	ISHARES RUSSELL MID-CAP GROWTH ETF	$25.1M	4.93%	171,138	减持
3	NEAR	ISHARES SHORT DURATION BOND ACTIVE ETF	$21.7M	4.28%	439,042	减持
4	IWD	ISHARES RUSSELL 1000 VALUE ETF	$20.4M	4.02%	84,176	减持
5	IEFA	ISHARES CORE MSCI EAFE ETF	$19.5M	3.84%	209,546	增持
6	SCHD	SCHWAB US DIVIDEND EQUITY ETF	$19.0M	3.73%	597,717	减持
7	VONG	VANGUARD RUSSELL 1000 GROWTH ETF	$17.5M	3.44%	141,500	增持
8	VIOV	VANGUARD S&P SMALL-CAP 600 VALUE ETF	$13.8M	2.72%	122,412	减持
9	IMCG	ISHARES MORNINGSTAR MID-CAP GROWTH ETF	$12.9M	2.55%	136,468	增持
10	UWMC	UWM HOLDINGS CORPORATION COM CL A	$12.3M	2.43%	5.4M	增持
11	AAPL	APPLE INC COM	$11.9M	2.35%	41,160	减持
12	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$11.3M	2.23%	158,654	减持
13	SPEM	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	$10.2M	2.01%	199,176	增持
14	IVV	ISHARES CORE S&P 500 ETF	$9.3M	1.83%	12,392	减持
15	MSFT	MICROSOFT CORP COM	$9.2M	1.81%	24,595	增持
16	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	$8.5M	1.68%	252,161	减持
17	DGRO	ISHARES CORE DIVIDEND GROWTH ETF	$8.4M	1.65%	110,844	减持
18	IWN	ISHARES RUSSELL 2000 VALUE ETF	$7.9M	1.56%	35,777	增持
19	VONV	VANGUARD RUSSELL 1000 VALUE ETF	$7.1M	1.41%	72,110	增持
20	GOOGL	ALPHABET INC CAP STK CL A	$6.8M	1.34%	19,110	减持
21	QQQ	INVESCO QQQ TRUST SERIES I	$6.7M	1.31%	9,062	增持
22	VTV	VANGUARD MORNINGSTAR VALUE ETF	$6.5M	1.29%	29,979	减持
23	JPM	JPMORGAN CHASE & CO COM	$6.0M	1.18%	18,360	增持
24	MEAR	ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF	$5.7M	1.13%	113,724	增持
25	IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	$5.0M	0.99%	60,490	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