Marshall & Sterling Wealth Advisors Inc. 13F 持仓 · 2026年Q2
Marshall & Sterling Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 339 只证券，申报市值合计 1.69 亿美元。前几大持仓：VCIT（7.55%）、DGRW（7.25%）、SPYI（6.05%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD INTERMEDIATE | $12.7M | 7.55% | 154,193 | 增持 |
| 2 | DGRW | WISDOMTREE US | $12.2M | 7.25% | 128,005 | 增持 |
| 3 | SPYI | NEOS S&P | $10.2M | 6.05% | 192,330 | 增持 |
| 4 | FDVV | FIDELITY HIGH | $6.5M | 3.85% | 107,749 | 增持 |
| 5 | RSP | INVESCO S&P | $5.7M | 3.39% | 26,923 | 增持 |
| 6 | VGT | VANGUARD INFORMATION | $5.7M | 3.39% | 47,930 | 增持 |
| 7 | GARP | ISHARES MSCI | $5.3M | 3.12% | 63,815 | 减持 |
| 8 | VO | VANGUARD MID | $5.3M | 3.12% | 65,306 | 增持 |
| 9 | RWK | INVESCO S&P | $5.1M | 3.03% | 34,972 | 增持 |
| 10 | HEGD | SWAN HEDGED | $5.1M | 2.99% | 189,652 | 增持 |
| 11 | TPYP | TORTOISE NORTH | $4.5M | 2.66% | 107,250 | 增持 |
| 12 | VUG | VANGUARD GROWTH | $4.1M | 2.43% | 47,651 | 增持 |
| 13 | IDMO | INVESCO S&P | $3.8M | 2.26% | 63,204 | 减持 |
| 14 | IEF | ISHARES 7-10YR | $3.7M | 2.18% | 38,958 | 增持 |
| 15 | IWMI | NEOS RUSSELL | $3.1M | 1.81% | 57,258 | 增持 |
| 16 | RSPU | INVESCO S&P | $3.1M | 1.81% | 37,648 | 减持 |
| 17 | FEZ | STATE STREET | $3.0M | 1.75% | 43,002 | 增持 |
| 18 | UTWO | U S TREASURY | $2.9M | 1.70% | 59,825 | 增持 |
| 19 | EFAA | INVESCO MSCI | $2.6M | 1.52% | 45,938 | 增持 |
| 20 | ITA | ISHARES AEROSPACE | $2.5M | 1.48% | 10,335 | 增持 |
| 21 | HELO | JPMORGAN HEDGED | $2.2M | 1.33% | 33,238 | 减持 |
| 22 | AAPL | APPLE INC | $2.0M | 1.21% | 7,045 | 减持 |
| 23 | IBM | INTL BUSINESS | $1.9M | 1.12% | 6,710 | 增持 |
| 24 | TBIL | F/M U S | $1.8M | 1.04% | 35,320 | 增持 |
| 25 | HGER | HARBOR COMMODITY | $1.6M | 0.97% | 55,725 | 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