Martel Wealth Advisors Inc 13F 持仓 · 2026年Q2
Martel Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 6.36 亿美元。前几大持仓：VCRB（20.32%）、VUG（19.68%）、VYM（18.58%）。本季前 25 大持仓中：增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $129.2M | 20.32% | 1.7M | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $125.1M | 19.68% | 1.5M | 增持 |
| 3 | VYM | VANGUARD WHITEHALL FDS | $118.1M | 18.58% | 747,548 | 增持 |
| 4 | BSV | VANGUARD BD INDEX FDS | $77.6M | 12.21% | 996,458 | 增持 |
| 5 | IEFA | ISHARES TR | $24.6M | 3.87% | 254,771 | 减持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $17.7M | 2.78% | 74,740 | 减持 |
| 7 | SCHV | SCHWAB STRATEGIC TR | $16.3M | 2.56% | 467,996 | 减持 |
| 8 | SCHG | SCHWAB STRATEGIC TR | $15.2M | 2.39% | 448,035 | 减持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $11.6M | 1.82% | 162,690 | 减持 |
| 10 | MUB | ISHARES TR | $11.3M | 1.77% | 104,632 | 增持 |
| 11 | IEMG | ISHARES INC | $10.6M | 1.66% | 127,681 | 减持 |
| 12 | AMZN | AMAZON COM INC | $8.0M | 1.26% | 33,514 | 减持 |
| 13 | VTV | VANGUARD INDEX FDS | $7.3M | 1.14% | 33,392 | 减持 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $6.5M | 1.02% | 108,318 | 减持 |
| 15 | VB | VANGUARD INDEX FDS | $5.5M | 0.87% | 18,192 | 减持 |
| 16 | VBK | VANGUARD INDEX FDS | $4.5M | 0.71% | 12,427 | 减持 |
| 17 | VBR | VANGUARD INDEX FDS | $4.4M | 0.69% | 18,106 | 减持 |
| 18 | BNDX | VANGUARD CHARLOTTE FDS | $3.9M | 0.62% | 81,483 | 增持 |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 0.61% | 18,352 | 减持 |
| 20 | ADM | ARCHER DANIELS MIDLAND CO | $3.0M | 0.47% | 39,516 | 持平 |
| 21 | HYLB | DBX ETF TR | $2.7M | 0.42% | 72,929 | 增持 |
| 22 | SPHY | SPDR SERIES TRUST | $2.3M | 0.36% | 97,475 | 增持 |
| 23 | EMB | ISHARES TR | $2.3M | 0.35% | 23,372 | 增持 |
| 24 | EMLC | VANECK ETF TRUST | $2.2M | 0.35% | 87,596 | 增持 |
| 25 | TSLA | TESLA INC | $2.0M | 0.32% | 4,848 | 持平 |
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