Integrated Wealthcare, LLC 13F 持仓 · 2026年Q2
Integrated Wealthcare 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 1.34 亿美元。前几大持仓：VUG（19.17%）、VEA（14.52%）、HMOP（7.40%）。本季前 25 大持仓中：增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $25.7M | 19.17% | 297,818 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $19.4M | 14.52% | 272,829 | 增持 |
| 3 | HMOP | HARTFORD FDS EXCHANGE TRADED | $9.9M | 7.40% | 253,027 | 增持 |
| 4 | AVEM | AMERICAN CENTY ETF TR | $9.8M | 7.29% | 101,130 | 减持 |
| 5 | VTV | VANGUARD INDEX FDS | $9.2M | 6.86% | 42,137 | 增持 |
| 6 | FBND | FIDELITY MERRIMACK STR TR | $8.7M | 6.52% | 191,937 | 减持 |
| 7 | IJH | ISHARES TR | $7.8M | 5.79% | 100,578 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $7.1M | 5.33% | 19,280 | 减持 |
| 9 | VXUS | VANGUARD STAR FDS | $5.9M | 4.37% | 68,474 | 减持 |
| 10 | CGSM | CAPITAL GRP FIXED INCM ETF T | $5.3M | 3.93% | 199,147 | 增持 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $4.4M | 3.30% | 99,593 | 减持 |
| 12 | GSLC | GOLDMAN SACHS ETF TR | $3.1M | 2.35% | 22,166 | 减持 |
| 13 | VBK | VANGUARD INDEX FDS | $3.0M | 2.21% | 8,093 | 减持 |
| 14 | USRT | ISHARES TR | $2.2M | 1.64% | 33,125 | 增持 |
| 15 | DFIC | DIMENSIONAL ETF TRUST | $2.1M | 1.60% | 57,375 | 减持 |
| 16 | SMLF | ISHARES TR | $1.8M | 1.33% | 20,039 | 增持 |
| 17 | VTEB | VANGUARD MUN BD FDS | $1.5M | 1.14% | 30,058 | 增持 |
| 18 | GSIE | GOLDMAN SACHS ETF TR | $1.5M | 1.10% | 32,130 | 减持 |
| 19 | GEM | GOLDMAN SACHS ETF TR | $828,516 | 0.62% | 15,933 | 减持 |
| 20 | AVDV | AMERICAN CENTY ETF TR | $676,729 | 0.51% | 6,567 | 减持 |
| 21 | PNFP | PINNACLE FINL PARTNERS INC | $683,208 | 0.51% | 6,772 | 持平 |
| 22 | VBR | VANGUARD INDEX FDS | $647,082 | 0.48% | 2,663 | 减持 |
| 23 | DFNM | DIMENSIONAL ETF TRUST | $624,875 | 0.47% | 12,928 | 增持 |
| 24 | AAPL | APPLE INC | $552,099 | 0.41% | 1,908 | 持平 |
| 25 | MGC | VANGUARD WORLD FD | $392,385 | 0.29% | 1,434 | 持平 |
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