Integrity Wealth Solutions LLC 13F 持仓 · 2026年Q2
Integrity Wealth Solutions 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 129 只证券,申报市值合计 2.71 亿美元。前几大持仓:VEA(6.42%)、VUG(5.74%)、VTV(4.95%)。本季前 25 大持仓中:增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $17.4M | 6.42% | 243,750 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $15.5M | 5.74% | 180,238 | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $13.4M | 4.95% | 61,483 | 减持 |
| 4 | AVUV | AMERICAN CENTY ETF TR | $10.6M | 3.92% | 85,116 | 增持 |
| 5 | SLYG | SPDR SERIES TRUST | $9.5M | 3.51% | 79,642 | 增持 |
| 6 | PTRB | PGIM ETF TR | $8.5M | 3.16% | 206,064 | 减持 |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $7.1M | 2.64% | 177,726 | 减持 |
| 8 | GLDM | WORLD GOLD TR | $7.0M | 2.57% | 87,645 | 增持 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $6.7M | 2.47% | 150,627 | 增持 |
| 10 | VXUS | VANGUARD STAR FDS | $6.6M | 2.45% | 77,631 | 增持 |
| 11 | VPLS | VANGUARD MALVERN FDS | $6.4M | 2.35% | 81,997 | 增持 |
| 12 | DFAR | DIMENSIONAL ETF TRUST | $6.1M | 2.24% | 231,797 | 增持 |
| 13 | AVUS | AMERICAN CENTY ETF TR | $5.9M | 2.18% | 46,155 | 增持 |
| 14 | SPDW | SPDR INDEX SHS FDS | $5.7M | 2.09% | 112,322 | 减持 |
| 15 | AAPL | APPLE INC | $5.5M | 2.04% | 19,072 | 增持 |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $5.3M | 1.97% | 152,202 | 增持 |
| 17 | SPTL | SPDR SERIES TRUST | $5.1M | 1.88% | 194,424 | 增持 |
| 18 | QUS | SPDR SERIES TRUST | $4.6M | 1.69% | 24,428 | 减持 |
| 19 | VYM | VANGUARD WHITEHALL FDS | $4.3M | 1.60% | 27,387 | 减持 |
| 20 | AVDE | AMERICAN CENTY ETF TR | $4.3M | 1.59% | 48,124 | 增持 |
| 21 | VBR | VANGUARD INDEX FDS | $4.3M | 1.57% | 17,498 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $3.7M | 1.37% | 18,466 | 增持 |
| 23 | SPEM | SPDR INDEX SHS FDS | $3.7M | 1.37% | 71,624 | 减持 |
| 24 | VTI | VANGUARD INDEX FDS | $3.7M | 1.36% | 9,963 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $3.6M | 1.33% | 5,235 | 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