Lauer Wealth, LLC 13F 持仓 · 2026年Q2
Lauer Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 58 只证券,申报市值合计 1.67 亿美元。前几大持仓:QQQ(14.10%)、ILCV(9.14%)、DGRW(8.76%)。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 | QQQ | INVESCO QQQ TR | $23.5M | 14.10% | 32,633 | 增持 |
| 2 | ILCV | ISHARES TR | $15.2M | 9.14% | 147,394 | 增持 |
| 3 | DGRW | WISDOMTREE TR | $14.6M | 8.76% | 151,513 | 减持 |
| 4 | USFR | WISDOMTREE TR | $13.2M | 7.90% | 260,823 | 增持 |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $13.1M | 7.85% | 251,668 | 增持 |
| 6 | TSLA | TESLA INC | $7.8M | 4.69% | 19,721 | 减持 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $6.8M | 4.06% | 82,705 | 增持 |
| 8 | BMNR | BITMINE IMMERSION TECHS INC | $6.7M | 4.05% | 414,170 | 增持 |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $6.0M | 3.59% | 76,105 | 增持 |
| 10 | MSTR | STRATEGY INC | $3.8M | 2.28% | 38,896 | 增持 |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | $3.5M | 2.10% | 95,719 | 减持 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $3.5M | 2.08% | 42,758 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $3.1M | 1.88% | 14,749 | 增持 |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $2.9M | 1.76% | 21,935 | 增持 |
| 15 | EZM | WISDOMTREE TR | $2.7M | 1.62% | 35,976 | 减持 |
| 16 | DFAE | DIMENSIONAL ETF TRUST | $2.4M | 1.47% | 63,193 | 增持 |
| 17 | VGSH | VANGUARD SCOTTSDALE FDS | $2.4M | 1.43% | 40,943 | 减持 |
| 18 | VGIT | VANGUARD SCOTTSDALE FDS | $2.4M | 1.42% | 40,474 | 减持 |
| 19 | TLT | ISHARES TR | $2.0M | 1.19% | 23,578 | 减持 |
| 20 | DFLV | DIMENSIONAL ETF TRUST | $1.8M | 1.08% | 45,110 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $1.6M | 0.96% | 4,164 | 增持 |
| 22 | TEM | TEMPUS AI INC | $1.4M | 0.85% | 24,140 | 增持 |
| 23 | VGT | VANGUARD WORLD FD | $1.4M | 0.82% | 11,655 | 增持 |
| 24 | FTRI | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.72% | 72,900 | 增持 |
| 25 | ETHA | ISHARES ETHEREUM TR | $1.2M | 0.69% | 81,452 | 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