Livet Wealth, LLC 13F 持仓 · 2026年Q2
Livet Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 122 只证券，申报市值合计 1.73 亿美元。前几大持仓：BNDX（7.90%）、VONG（7.71%）、SCHF（7.53%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BNDX | VANGUARD CHARLOTTE FDS | $13.7M | 7.90% | 282,984 | 增持 |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | $13.4M | 7.71% | 104,624 | 减持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $13.1M | 7.53% | 471,249 | 减持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $9.2M | 5.32% | 290,827 | 减持 |
| 5 | AGG | ISHARES TR | $9.1M | 5.26% | 92,065 | 增持 |
| 6 | SHYG | ISHARES TR | $7.1M | 4.12% | 168,489 | 增持 |
| 7 | SLYG | SPDR SERIES TRUST | $5.5M | 3.14% | 45,748 | 减持 |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $4.6M | 2.68% | 238,141 | 增持 |
| 9 | SCHM | SCHWAB STRATEGIC TR | $4.2M | 2.40% | 112,804 | 减持 |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | $3.6M | 2.10% | 185,622 | 增持 |
| 11 | NET | CLOUDFLARE INC | $3.5M | 2.00% | 14,165 | 减持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $3.4M | 1.98% | 101,590 | 减持 |
| 13 | VTV | VANGUARD INDEX FDS | $3.4M | 1.95% | 15,503 | 减持 |
| 14 | VYM | VANGUARD WHITEHALL FDS | $3.3M | 1.88% | 20,675 | 减持 |
| 15 | SLYV | SPDR SERIES TRUST | $3.2M | 1.84% | 29,170 | 减持 |
| 16 | BSCS | INVESCO EXCH TRD SLF IDX FD | $2.9M | 1.70% | 144,555 | 增持 |
| 17 | SPEM | SPDR INDEX SHS FDS | $2.9M | 1.69% | 56,524 | 减持 |
| 18 | SPDW | SPDR INDEX SHS FDS | $2.8M | 1.61% | 55,447 | 减持 |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $2.7M | 1.54% | 17,317 | 减持 |
| 20 | FREL | FIDELITY COVINGTON TRUST | $2.6M | 1.52% | 89,667 | 增持 |
| 21 | VBR | VANGUARD INDEX FDS | $2.5M | 1.42% | 10,141 | 减持 |
| 22 | BSCT | INVESCO EXCH TRD SLF IDX FD | $2.4M | 1.40% | 131,077 | 增持 |
| 23 | IAGG | ISHARES TR | $2.3M | 1.32% | 45,349 | 增持 |
| 24 | IWB | ISHARES TR | $2.1M | 1.22% | 5,153 | 增持 |
| 25 | IBDR | ISHARES TR | $1.9M | 1.09% | 77,986 | 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