Marcum Wealth, LLC 13F 持仓 · 最近申报 2025年Q1
Marcum Wealth 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 400 只证券，申报市值合计 11.57 亿美元。前几大持仓：IVV（16.77%）、SCHX（6.91%）、VEA（5.61%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $194.1M | 16.77% | 345,386 | 增持 |
| 2 | SCHX | SCHWAB STRATEGIC TR | $79.9M | 6.91% | 3.6M | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $64.9M | 5.61% | 1.3M | 减持 |
| 4 | JAAA | JANUS DETROIT STR TR | $62.5M | 5.40% | 1.2M | 新建仓 |
| 5 | SCHA | SCHWAB STRATEGIC TR | $48.6M | 4.20% | 2.1M | 减持 |
| 6 | IJH | ISHARES TR | $45.9M | 3.96% | 785,794 | 增持 |
| 7 | IEFA | ISHARES TR | $45.1M | 3.90% | 596,246 | 减持 |
| 8 | VB | VANGUARD INDEX FDS | $40.4M | 3.49% | 182,267 | 减持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $40.1M | 3.47% | 886,274 | 减持 |
| 10 | IJR | ISHARES TR | $35.7M | 3.08% | 340,953 | 增持 |
| 11 | AGG | ISHARES TR | $23.4M | 2.02% | 236,340 | 增持 |
| 12 | AAPL | APPLE INC | $21.1M | 1.83% | 95,207 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $20.4M | 1.76% | 54,314 | 增持 |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $15.8M | 1.36% | 315,774 | 减持 |
| 15 | PGR | PROGRESSIVE CORP | $15.3M | 1.32% | 53,920 | 增持 |
| 16 | VOO | VANGUARD INDEX FDS | $15.2M | 1.31% | 29,530 | 增持 |
| 17 | IEMG | ISHARES INC | $15.1M | 1.30% | 279,029 | 减持 |
| 18 | UPS | UNITED PARCEL SERVICE INC | $11.9M | 1.03% | 108,545 | 增持 |
| 19 | QQQ | INVESCO QQQ TR | $9.2M | 0.80% | 19,661 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $9.1M | 0.78% | 83,594 | 减持 |
| 21 | AMZN | AMAZON COM INC | $8.0M | 0.69% | 41,827 | 增持 |
| 22 | VUG | VANGUARD INDEX FDS | $7.5M | 0.65% | 20,293 | 减持 |
| 23 | BJAN | INNOVATOR ETFS TRUST | $7.3M | 0.63% | 157,366 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $6.9M | 0.60% | 25,236 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO. | $6.6M | 0.57% | 26,761 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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