Lee-Kelleher Wealth Management 13F 持仓 · 2026年Q3
Lee-Kelleher Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 1.94 亿美元。前几大持仓：IVV（20.05%）、DLN（19.56%）、IVW（7.17%）。本季前 25 大持仓中：增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $39.0M | 20.05% | 50,890 | 增持 |
| 2 | DLN | WISDOMTREE TR | $38.0M | 19.56% | 391,195 | 增持 |
| 3 | IVW | ISHARES TR | $13.9M | 7.17% | 97,899 | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $13.7M | 7.07% | 18,021 | 减持 |
| 5 | DON | WISDOMTREE TR | $12.4M | 6.37% | 229,463 | 增持 |
| 6 | IJH | ISHARES TR | $12.4M | 6.37% | 172,035 | 增持 |
| 7 | GSLC | GOLDMAN SACHS ETF TR | $8.2M | 4.22% | 56,541 | 减持 |
| 8 | DES | WISDOMTREE TR | $6.3M | 3.26% | 167,110 | 增持 |
| 9 | IJR | ISHARES TR | $6.3M | 3.23% | 46,183 | 增持 |
| 10 | IJK | ISHARES TR | $4.5M | 2.30% | 40,792 | 增持 |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | $3.8M | 1.97% | 75,948 | 增持 |
| 12 | VOO | VANGUARD INDEX FDS | $3.7M | 1.89% | 5,243 | 减持 |
| 13 | IWF | ISHARES TR | $3.5M | 1.78% | 27,666 | 减持 |
| 14 | IEFA | ISHARES TR | $2.9M | 1.47% | 29,491 | 增持 |
| 15 | IJT | ISHARES TR | $2.7M | 1.39% | 16,882 | 增持 |
| 16 | IWR | ISHARES TR | $2.4M | 1.26% | 22,936 | 减持 |
| 17 | VONV | VANGUARD SCOTTSDALE FDS | $2.4M | 1.21% | 21,706 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $2.3M | 1.16% | 6,047 | 减持 |
| 19 | IJS | ISHARES TR | $1.9M | 0.97% | 14,743 | 增持 |
| 20 | GSIE | GOLDMAN SACHS ETF TR | $1.4M | 0.71% | 30,167 | 减持 |
| 21 | SPSM | SPDR SERIES TRUST | $1.3M | 0.65% | 23,768 | 减持 |
| 22 | VO | VANGUARD INDEX FDS | $1.2M | 0.61% | 15,215 | 减持 |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | $991,085 | 0.51% | 7,687 | 持平 |
| 24 | CWB | SPDR SERIES TRUST | $961,210 | 0.49% | 9,500 | 持平 |
| 25 | IWP | ISHARES TR | $947,927 | 0.49% | 6,885 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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