Magnolia Wealth Management, LLC 13F 持仓 · 2026年Q2
Magnolia Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 1.91 亿美元。前几大持仓：VTI（35.11%）、VCRB（28.98%）、IXUS（11.73%）。本季前 25 大持仓中：增持 7 只、减持 1 只、清仓 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $67.1M | 35.11% | 181,284 | 增持 |
| 2 | VCRB | VANGUARD MALVERN FDS | $55.4M | 28.98% | 716,770 | 增持 |
| 3 | IXUS | ISHARES TR | $22.4M | 11.73% | 234,771 | 增持 |
| 4 | VGT | VANGUARD WORLD FD | $14.4M | 7.53% | 120,389 | 增持 |
| 5 | IJR | ISHARES TR | $13.6M | 7.10% | 91,403 | 增持 |
| 6 | VNQ | VANGUARD INDEX FDS | $13.1M | 6.88% | 136,305 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $1.3M | 0.66% | 3,405 | 持平 |
| 8 | AAPL | APPLE INC | $823,862 | 0.43% | 2,847 | 持平 |
| 9 | FIX | COMFORT SYS USA INC | $768,997 | 0.40% | 388 | 持平 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $364,424 | 0.19% | 488 | 持平 |
| 11 | SO | SOUTHERN CO | $350,202 | 0.18% | 3,659 | 减持 |
| 12 | GOOGL | ALPHABET INC | $329,853 | 0.17% | 923 | 持平 |
| 13 | JPM | JPMORGAN CHASE & CO | $322,093 | 0.17% | 984 | 持平 |
| 14 | UNH | UNITEDHEALTH GROUP INC | $241,065 | 0.13% | 580 | 持平 |
| 15 | QQQ | INVESCO QQQ TR | $220,184 | 0.12% | 299 | 持平 |
| 16 | NVDA | NVIDIA CORPORATION | $204,029 | 0.11% | 1,020 | 增持 |
| 17 | WMT | WALMART INC | $217,233 | 0.11% | 1,918 | 持平 |
| 18 | ABBV | ABBVIE INC | $0 | 0.00% | 0 | 清仓 |
| 19 | ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | 清仓 |
| 20 | ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | 清仓 |
| 21 | ADBE | ADOBE INC | $0 | 0.00% | 0 | 清仓 |
| 22 | AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | 清仓 |
| 23 | AFL | AFLAC INC | $0 | 0.00% | 0 | 清仓 |
| 24 | AMGN | AMGEN INC | $0 | 0.00% | 0 | 清仓 |
| 25 | AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | 清仓 |
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