Lineweaver Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Lineweaver Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 181 只证券，申报市值合计 8.45 亿美元。前几大持仓：IVV（8.90%）、FBND（4.87%）、SMTH（4.81%）。本季前 25 大持仓中：新建仓 2 只、增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $75.2M | 8.90% | 100,377 | 增持 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $41.1M | 4.87% | 903,819 | 增持 |
| 3 | SMTH | ALPS ETF TR | $40.7M | 4.81% | 1.6M | 增持 |
| 4 | AGG | ISHARES TR | $37.5M | 4.44% | 378,591 | 增持 |
| 5 | QUAL | ISHARES TR | $34.5M | 4.08% | 157,256 | 增持 |
| 6 | USMV | ISHARES TR | $31.9M | 3.78% | 330,997 | 增持 |
| 7 | AAPL | APPLE INC | $26.9M | 3.19% | 93,087 | 增持 |
| 8 | JPIE | J P MORGAN EXCHANGE TRADED F | $24.7M | 2.93% | 537,386 | 减持 |
| 9 | BINC | BLACKROCK ETF TRUST II | $24.7M | 2.92% | 471,845 | 减持 |
| 10 | DYNF | BLACKROCK ETF TRUST | $22.2M | 2.63% | 326,119 | 增持 |
| 11 | JIVE | J P MORGAN EXCHANGE TRADED F | $17.7M | 2.09% | 192,301 | 增持 |
| 12 | DELL | DELL TECHNOLOGIES INC | $14.7M | 1.74% | 34,082 | 增持 |
| 13 | AVGO | BROADCOM INC | $13.9M | 1.65% | 36,920 | 增持 |
| 14 | GOVT | ISHARES TR | $13.6M | 1.61% | 598,663 | 新建仓 |
| 15 | PJUN | INNOVATOR ETFS TRUST | $13.6M | 1.60% | 313,623 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $13.0M | 1.54% | 64,884 | 增持 |
| 17 | IEMG | ISHARES INC | $12.8M | 1.51% | 154,417 | 减持 |
| 18 | GSEW | GOLDMAN SACHS ETF TR | $12.0M | 1.42% | 126,937 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $11.2M | 1.32% | 30,002 | 增持 |
| 20 | EFG | ISHARES TR | $10.9M | 1.29% | 87,532 | 新建仓 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.6M | 1.25% | 21,117 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $9.7M | 1.15% | 29,625 | 增持 |
| 23 | DGRO | ISHARES TR | $8.8M | 1.04% | 115,466 | 减持 |
| 24 | GOOGL | ALPHABET INC | $8.6M | 1.02% | 24,035 | 增持 |
| 25 | BAI | BLACKROCK ETF TRUST | $8.1M | 0.95% | 152,978 | 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