Lionshead Wealth Management, LLC 13F 持仓 · 2026年Q2
Lionshead Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 112 只证券，申报市值合计 1.54 亿美元。前几大持仓：DFAI（6.37%）、JAAA（5.36%）、AAPL（4.73%）。本季前 25 大持仓中：增持 13 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | $9.8M | 6.37% | 238,031 | 增持 |
| 2 | JAAA | JANUS DETROIT STR TR | $8.3M | 5.36% | 162,857 | 减持 |
| 3 | AAPL | APPLE INC | $7.3M | 4.73% | 25,169 | 增持 |
| 4 | SPHQ | INVESCO EXCHANGE TRADED FD T | $6.2M | 4.06% | 69,332 | 增持 |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $6.1M | 3.95% | 87,115 | 增持 |
| 6 | BIV | VANGUARD BD INDEX FDS | $5.8M | 3.77% | 75,759 | 增持 |
| 7 | SPYG | SPDR SERIES TRUST | $5.0M | 3.25% | 42,074 | 减持 |
| 8 | JMBS | JANUS DETROIT STR TR | $4.0M | 2.62% | 89,288 | 增持 |
| 9 | TGRW | T ROWE PRICE EXCHANGE-TRADED | $3.7M | 2.38% | 76,980 | 持平 |
| 10 | SJNK | SPDR SERIES TRUST | $3.6M | 2.31% | 142,195 | 增持 |
| 11 | VOT | VANGUARD INDEX FDS | $3.4M | 2.19% | 11,030 | 增持 |
| 12 | VOE | VANGUARD INDEX FDS | $3.2M | 2.10% | 16,379 | 增持 |
| 13 | VGSH | VANGUARD SCOTTSDALE FDS | $3.2M | 2.05% | 54,233 | 减持 |
| 14 | EZM | WISDOMTREE TR | $3.1M | 2.04% | 41,401 | 减持 |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $3.0M | 1.93% | 5,120 | 增持 |
| 16 | PWR | QUANTA SVCS INC | $2.9M | 1.90% | 4,073 | 减持 |
| 17 | QQQ | INVESCO QQQ TR | $2.8M | 1.84% | 3,856 | 减持 |
| 18 | SOXX | ISHARES TR | $2.8M | 1.84% | 4,413 | 持平 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $2.7M | 1.74% | 3,591 | 减持 |
| 20 | XLK | SELECT SECTOR SPDR TR | $2.3M | 1.48% | 11,942 | 减持 |
| 21 | PEG | PUBLIC SVC ENTERPRISE GROUP | $2.2M | 1.46% | 27,653 | 减持 |
| 22 | AZZ | AZZ INC | $2.2M | 1.41% | 14,000 | 持平 |
| 23 | NVDA | NVIDIA CORPORATION | $2.1M | 1.36% | 10,469 | 增持 |
| 24 | DFAU | DIMENSIONAL ETF TRUST | $2.1M | 1.35% | 40,232 | 增持 |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $1.9M | 1.24% | 3,811 | 增持 |
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