MA Private Wealth 13F 持仓 · 2026年Q2
MA Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 6.71 亿美元。前几大持仓：VOO（12.84%）、IVW（8.11%）、DYNF（8.02%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $86.2M | 12.84% | 125,554 | 增持 |
| 2 | IVW | ISHARES TR | $54.4M | 8.11% | 395,664 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $53.8M | 8.02% | 791,623 | 增持 |
| 4 | BND | VANGUARD BD INDEX FDS | $39.5M | 5.89% | 538,277 | 增持 |
| 5 | CORO | BLACKROCK ETF TRUST | $39.2M | 5.83% | 1.1M | 增持 |
| 6 | SPTL | SPDR SERIES TRUST | $38.6M | 5.75% | 1.5M | 增持 |
| 7 | QUAL | ISHARES TR | $38.0M | 5.66% | 173,019 | 增持 |
| 8 | VTV | VANGUARD INDEX FDS | $37.6M | 5.60% | 172,629 | 增持 |
| 9 | BAI | BLACKROCK ETF TRUST | $24.7M | 3.68% | 468,378 | 减持 |
| 10 | THRO | BLACKROCK ETF TRUST | $21.3M | 3.17% | 492,941 | 增持 |
| 11 | SPEM | SPDR INDEX SHS FDS | $21.2M | 3.15% | 408,868 | 减持 |
| 12 | EFV | ISHARES TR | $18.1M | 2.70% | 237,000 | 减持 |
| 13 | VMBS | VANGUARD SCOTTSDALE FDS | $18.1M | 2.70% | 387,032 | 增持 |
| 14 | IVV | ISHARES TR | $12.4M | 1.85% | 16,610 | 减持 |
| 15 | EFG | ISHARES TR | $12.0M | 1.78% | 96,267 | 减持 |
| 16 | USMV | ISHARES TR | $9.5M | 1.41% | 98,051 | 减持 |
| 17 | SCHF | SCHWAB STRATEGIC TR | $9.4M | 1.39% | 337,876 | 增持 |
| 18 | XCEM | COLUMBIA ETF TR II | $8.2M | 1.23% | 155,832 | 减持 |
| 19 | BIV | VANGUARD BD INDEX FDS | $7.9M | 1.17% | 102,755 | 减持 |
| 20 | VUG | VANGUARD INDEX FDS | $7.8M | 1.16% | 90,156 | 增持 |
| 21 | SHLD | GLOBAL X FDS | $7.5M | 1.11% | 125,366 | 增持 |
| 22 | MGC | VANGUARD WORLD FD | $6.9M | 1.03% | 25,242 | 减持 |
| 23 | IYW | ISHARES TR | $6.6M | 0.99% | 26,280 | 减持 |
| 24 | IAU | ISHARES GOLD TR | $6.3M | 0.93% | 83,002 | 减持 |
| 25 | ITOT | ISHARES TR | $6.0M | 0.89% | 36,250 | 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