Mfg Wealth Management, Inc. 13F 持仓 · 2026年Q3
Mfg Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 1.38 亿美元。前几大持仓：MSFT（3.32%）、URTY（2.77%）、SCYB（2.75%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $4.6M | 3.32% | 8,925 | 增持 |
| 2 | URTY | PROSHARES TR | $3.8M | 2.77% | 56,946 | 增持 |
| 3 | SCYB | SCHWAB STRATEGIC TR | $3.8M | 2.75% | 149,989 | 减持 |
| 4 | XLU | SELECT SECTOR SPDR TR | $3.7M | 2.71% | 94,462 | 增持 |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | $3.7M | 2.65% | 16,622 | 增持 |
| 6 | LLY | ELI LILLY & CO | $3.6M | 2.64% | 3,143 | 增持 |
| 7 | AAPL | APPLE INC | $3.3M | 2.40% | 9,921 | 增持 |
| 8 | AMZN | AMAZON COM INC | $3.2M | 2.35% | 12,978 | 减持 |
| 9 | SCHI | SCHWAB STRATEGIC TR | $3.2M | 2.30% | 147,829 | 增持 |
| 10 | SBUX | STARBUCKS CORP | $3.1M | 2.28% | 33,422 | 增持 |
| 11 | UPS | UNITED PARCEL SVCS INC | $3.0M | 2.21% | 32,600 | 增持 |
| 12 | SOFI | SOFI TECHNOLOGIES INC | $3.0M | 2.17% | 190,476 | 减持 |
| 13 | SCHJ | SCHWAB STRATEGIC TR | $3.0M | 2.16% | 123,656 | 减持 |
| 14 | GLW | CORNING INC | $2.9M | 2.11% | 18,865 | 增持 |
| 15 | RKT | ROCKET COS INC | $2.9M | 2.11% | 251,858 | 增持 |
| 16 | T | AT&T INC | $2.9M | 2.09% | 117,955 | 增持 |
| 17 | DELL | DELL TECHNOLOGIES INC | $2.8M | 2.06% | 5,264 | 减持 |
| 18 | BA | BOEING CO | $2.7M | 1.95% | 14,400 | 增持 |
| 19 | PLTR | PALANTIR TECHNOLOGIES INC | $2.7M | 1.93% | 14,216 | 减持 |
| 20 | FITB | FIFTH THIRD BANCORP | $2.5M | 1.85% | 50,326 | 增持 |
| 21 | META | META PLATFORMS INC | $2.3M | 1.71% | 3,239 | 增持 |
| 22 | ETHA | ISHARES ETHEREUM TR | $2.3M | 1.70% | 116,135 | 减持 |
| 23 | GOOG | ALPHABET INC | $2.3M | 1.67% | 6,761 | 增持 |
| 24 | VLO | VALERO ENERGY CORP | $2.3M | 1.67% | 5,934 | 减持 |
| 25 | SCHQ | SCHWAB STRATEGIC TR | $2.3M | 1.65% | 80,002 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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