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Langley Wealth Management, LLC 13F 持仓 · 2026年Q2

Langley Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 130 只证券,申报市值合计 1.03 亿美元。前几大持仓:CGGR(6.47%)、CGUS(4.42%)、RDVI(3.95%)。本季前 25 大持仓中:新建仓 25 只。

排名代码公司市值占组合股数变动
1CGGRCAPITAL GROUP GROWTH ETF SHS CREATION UNIT$6.6M6.47%140,494新建仓
2CGUSCAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT$4.5M4.42%101,892新建仓
3RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET$4.1M3.95%137,795新建仓
4NVDANVIDIA CORPORATION$3.4M3.36%17,198新建仓
5QQQINVESCO QQQ TRUST$3.1M3.03%4,221新建仓
6CGDVCAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT$2.6M2.49%51,753新建仓
7AAPLAPPLE INCORPORATED$2.5M2.44%8,660新建仓
8CATCATERPILLAR INCORPORATED$2.3M2.22%2,142新建仓
9WMTWALMART INC$2.2M2.13%19,320新建仓
10MSFTMICROSOFT CORPORATION$2.0M1.99%5,468新建仓
11KNGFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF$2.0M1.97%40,069新建仓
12AMZNAMAZON COM INCORPORATED$1.9M1.89%8,150新建仓
13CGCPCAPITAL GROUP FIXED INCOME ETF$1.8M1.71%78,889新建仓
14DFAUDIMENSIONAL US CORE EQUITY MARKET ETF$1.6M1.60%31,712新建仓
15SMHVANECK SEMICONDUCTOR ETF$1.5M1.50%2,353新建仓
16METAMETA PLATFORMS INCORPORATED CLASS A$1.5M1.48%2,702新建仓
17CGBLCAPITAL GROUP CORE BALANCED ETF$1.4M1.37%36,884新建仓
18CGGOCAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT$1.4M1.36%32,884新建仓
19MRKMERCK & COMPANY INCORPORATED$1.4M1.32%10,546新建仓
20PFEPFIZER INCORPORATED$1.3M1.29%54,791新建仓
21GOOGLALPHABET INCORPORATED CAP STK CLASS A$1.3M1.28%3,668新建仓
22KOCOCA COLA COMPANY$1.3M1.27%16,066新建仓
23JPMJPMORGAN CHASE & COMPANY$1.2M1.21%3,799新建仓
24ABBVABBVIE INCORPORATED$1.2M1.19%4,837新建仓
25BABOEING COMPANY$1.2M1.19%5,646新建仓

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