M3 Wealth Management, LLC 13F 持仓 · 2026年Q2
M3 Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 1.54 亿美元。前几大持仓：SPTM（8.57%）、RSP（8.36%）、VIG（8.33%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $13.2M | 8.57% | 145,538 | 增持 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $12.9M | 8.36% | 60,528 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $12.8M | 8.33% | 54,281 | 增持 |
| 4 | GEV | GE VERNOVA INC | $7.2M | 4.67% | 6,128 | 减持 |
| 5 | GOOGL | ALPHABET INC | $7.2M | 4.66% | 20,108 | 减持 |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $5.3M | 3.45% | 63,513 | 增持 |
| 7 | VO | VANGUARD INDEX FDS | $5.2M | 3.37% | 64,416 | 增持 |
| 8 | IJR | ISHARES TR | $5.2M | 3.35% | 34,775 | 增持 |
| 9 | AAPL | APPLE INC | $4.8M | 3.14% | 16,708 | 增持 |
| 10 | JNJ | JOHNSON & JOHNSON | $4.7M | 3.03% | 18,389 | 减持 |
| 11 | PANW | PALO ALTO NETWORKS INC | $4.6M | 2.99% | 13,512 | 增持 |
| 12 | ABBV | ABBVIE INC | $4.4M | 2.83% | 17,323 | 减持 |
| 13 | TSLA | TESLA INC | $4.3M | 2.81% | 10,303 | 增持 |
| 14 | VLO | VALERO ENERGY CORP | $4.3M | 2.79% | 16,512 | 减持 |
| 15 | AMZN | AMAZON COM INC | $4.2M | 2.72% | 17,583 | 减持 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $3.8M | 2.45% | 4,040 | 减持 |
| 17 | GS | GOLDMAN SACHS GROUP INC | $3.5M | 2.30% | 3,508 | 增持 |
| 18 | WM | WASTE MGMT INC DEL | $3.5M | 2.30% | 15,905 | 减持 |
| 19 | LLY | ELI LILLY & CO | $3.4M | 2.21% | 2,836 | 新建仓 |
| 20 | CSX | CSX CORP | $3.4M | 2.19% | 70,958 | 减持 |
| 21 | V | VISA INC | $3.3M | 2.17% | 9,757 | 增持 |
| 22 | SYK | STRYKER CORPORATION | $3.2M | 2.07% | 10,129 | 增持 |
| 23 | SO | SOUTHERN CO | $3.1M | 2.01% | 32,320 | 增持 |
| 24 | LMT | LOCKHEED MARTIN CORP | $3.0M | 1.98% | 5,980 | 增持 |
| 25 | ETN | EATON CORP PLC | $3.0M | 1.93% | 6,980 | 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