Madson Wealth Advisors Inc 13F 持仓 · 2026年Q2
Madson Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 1.47 亿美元。前几大持仓：VIG（6.29%）、SGOV（6.24%）、DGRO（6.11%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $9.3M | 6.29% | 39,095 | 减持 |
| 2 | SGOV | ISHARES TR | $9.2M | 6.24% | 91,162 | 增持 |
| 3 | DGRO | ISHARES TR | $9.0M | 6.11% | 118,526 | 增持 |
| 4 | VIGI | VANGUARD WHITEHALL FDS | $9.0M | 6.11% | 96,283 | 减持 |
| 5 | GOVT | ISHARES TR | $8.3M | 5.62% | 362,918 | 增持 |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | $7.7M | 5.21% | 105,969 | 减持 |
| 7 | IJR | ISHARES TR | $6.3M | 4.32% | 42,805 | 增持 |
| 8 | IVV | ISHARES TR | $5.9M | 3.98% | 7,820 | 减持 |
| 9 | IJH | ISHARES TR | $5.0M | 3.37% | 64,300 | 增持 |
| 10 | VPL | VANGUARD INTL EQUITY INDEX F | $5.0M | 3.37% | 42,807 | 增持 |
| 11 | TIP | ISHARES TR | $4.5M | 3.09% | 41,552 | 增持 |
| 12 | DFUS | DIMENSIONAL ETF TRUST | $3.7M | 2.53% | 45,490 | 新建仓 |
| 13 | AMAT | APPLIED MATLS INC | $3.7M | 2.52% | 5,123 | 新建仓 |
| 14 | VGK | VANGUARD INTL EQUITY INDEX F | $3.6M | 2.42% | 40,199 | 增持 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.0M | 2.06% | 6,349 | 增持 |
| 16 | IXUS | ISHARES TR | $2.7M | 1.84% | 28,407 | 减持 |
| 17 | SHV | ISHARES TR | $2.3M | 1.59% | 21,156 | 减持 |
| 18 | IUSB | ISHARES TR | $2.2M | 1.47% | 47,003 | 减持 |
| 19 | AVGO | BROADCOM INC | $2.1M | 1.40% | 5,468 | 减持 |
| 20 | GOOGL | ALPHABET INC | $2.0M | 1.37% | 5,651 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $1.9M | 1.31% | 7,597 | 增持 |
| 22 | DFAI | DIMENSIONAL ETF TRUST | $1.8M | 1.26% | 44,791 | 新建仓 |
| 23 | MSFT | MICROSOFT CORP | $1.5M | 1.01% | 3,968 | 增持 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $1.3M | 0.87% | 1,369 | 增持 |
| 25 | IGSB | ISHARES TR | $1.2M | 0.85% | 23,768 | 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