Members Wealth LLC 13F 持仓 · 2026年Q2
Members Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 1.82 亿美元。前几大持仓：IVV（15.18%）、FBND（7.21%）、SPYG（5.21%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $27.7M | 15.18% | 36,972 | 增持 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $13.2M | 7.21% | 289,217 | 增持 |
| 3 | SPYG | SPDR SERIES TRUST | $9.5M | 5.21% | 79,901 | 减持 |
| 4 | BND | VANGUARD BD INDEX FDS | $9.3M | 5.09% | 126,500 | 增持 |
| 5 | SPYV | SPDR SERIES TRUST | $9.1M | 5.01% | 150,222 | 增持 |
| 6 | IBDV | ISHARES TR | $5.0M | 2.76% | 230,622 | 增持 |
| 7 | IBDU | ISHARES TR | $4.7M | 2.57% | 202,246 | 增持 |
| 8 | IBDT | ISHARES TR | $4.6M | 2.55% | 184,119 | 增持 |
| 9 | VO | VANGUARD INDEX FDS | $4.0M | 2.20% | 49,850 | 增持 |
| 10 | IWB | ISHARES TR | $3.9M | 2.13% | 9,497 | 增持 |
| 11 | IBDS | ISHARES TR | $3.7M | 2.03% | 152,799 | 增持 |
| 12 | IEFA | ISHARES TR | $3.3M | 1.83% | 34,539 | 增持 |
| 13 | AAPL | APPLE INC | $3.2M | 1.77% | 11,134 | 减持 |
| 14 | SGOV | ISHARES TR | $3.2M | 1.75% | 31,650 | 增持 |
| 15 | IBDW | ISHARES TR | $3.1M | 1.72% | 150,935 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $2.8M | 1.54% | 7,528 | 减持 |
| 17 | VTI | VANGUARD INDEX FDS | $2.8M | 1.52% | 7,507 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $2.5M | 1.39% | 12,660 | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 1.39% | 3,401 | 增持 |
| 20 | GOOG | ALPHABET INC | $2.4M | 1.31% | 6,764 | 增持 |
| 21 | IDEQ | LAZARD ACTIVE ETF TR | $2.2M | 1.20% | 62,418 | 减持 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $2.1M | 1.16% | 8,909 | 减持 |
| 23 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.13% | 22,976 | 减持 |
| 24 | VOO | VANGUARD INDEX FDS | $1.9M | 1.06% | 2,807 | 减持 |
| 25 | XSMO | INVESCO EXCHANGE TRADED FD T | $1.8M | 1.01% | 19,639 | 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