Lifelong Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
Lifelong Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 4.26 亿美元。前几大持仓：SPYM（19.42%）、GSLC（18.14%）、JBND（8.79%）。本季前 25 大持仓中：新建仓 3 只、增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $82.6M | 19.42% | 940,424 | 增持 |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $77.2M | 18.14% | 544,027 | 减持 |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $37.4M | 8.79% | 699,070 | 增持 |
| 4 | FMDE | FIDELITY COVINGTON TRUST | $29.9M | 7.02% | 736,675 | 减持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $27.3M | 6.41% | 218,595 | 减持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $11.0M | 2.59% | 161,919 | 减持 |
| 7 | IYW | ISHARES TR | $11.0M | 2.58% | 43,554 | 减持 |
| 8 | HELO | J P MORGAN EXCHANGE TRADED F | $10.1M | 2.38% | 149,775 | 增持 |
| 9 | IVW | ISHARES TR | $9.9M | 2.31% | 71,625 | 增持 |
| 10 | IVE | ISHARES TR | $9.5M | 2.24% | 41,936 | 减持 |
| 11 | IAU | ISHARES GOLD TR | $7.6M | 1.79% | 100,889 | 增持 |
| 12 | CORO | BLACKROCK ETF TRUST | $6.7M | 1.57% | 182,363 | 新建仓 |
| 13 | IUSB | ISHARES TR | $6.2M | 1.47% | 135,297 | 增持 |
| 14 | ACWX | ISHARES TR | $6.1M | 1.44% | 80,259 | 新建仓 |
| 15 | BAI | BLACKROCK ETF TRUST | $5.8M | 1.37% | 110,311 | 减持 |
| 16 | ORCL | ORACLE CORP | $5.0M | 1.18% | 34,407 | 增持 |
| 17 | IVV | ISHARES TR | $4.8M | 1.14% | 6,456 | 增持 |
| 18 | SCHZ | SCHWAB STRATEGIC TR | $4.6M | 1.07% | 197,429 | 增持 |
| 19 | SPMO | INVESCO EXCH TRADED FD TR II | $4.3M | 1.01% | 26,693 | 减持 |
| 20 | ESGU | ISHARES TR | $3.5M | 0.82% | 21,241 | 增持 |
| 21 | BLCR | BLACKROCK ETF TRUST | $3.3M | 0.77% | 64,955 | 新建仓 |
| 22 | THRO | BLACKROCK ETF TRUST | $3.1M | 0.73% | 71,680 | 减持 |
| 23 | SHLD | GLOBAL X FDS | $3.0M | 0.71% | 50,697 | 增持 |
| 24 | AVEM | AMERICAN CENTY ETF TR | $3.0M | 0.69% | 30,584 | 减持 |
| 25 | XTEN | BONDBLOXX ETF TRUST | $2.7M | 0.62% | 58,350 | 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