MGO Private Wealth, LLC 13F 持仓 · 2026年Q2
MGO Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 2,070.24 万美元。前几大持仓：VOO（28.00%）、BND（9.96%）、VGK（6.87%）。本季前 25 大持仓中：新建仓 2 只、增持 4 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $5.8M | 28.00% | 8,158 | 减持 |
| 2 | BND | VANGUARD BD INDEX FDS | $2.1M | 9.96% | 28,572 | 增持 |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | $1.4M | 6.87% | 15,405 | 减持 |
| 4 | AGG | ISHARES TR | $1.4M | 6.64% | 14,127 | 减持 |
| 5 | VPL | VANGUARD INTL EQUITY INDEX F | $1.2M | 5.66% | 10,402 | 减持 |
| 6 | XLE | SELECT SECTOR SPDR TR | $743,317 | 3.59% | 12,352 | 减持 |
| 7 | TIP | ISHARES TR | $698,321 | 3.37% | 6,535 | 增持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $663,998 | 3.21% | 11,006 | 减持 |
| 9 | AAPL | APPLE INC | $469,991 | 2.27% | 1,525 | 减持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $467,621 | 2.26% | 605 | 增持 |
| 11 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $447,121 | 2.16% | 22,004 | 持平 |
| 12 | IEMG | ISHARES INC | $440,285 | 2.13% | 5,534 | 减持 |
| 13 | MLPX | GLOBAL X FDS | $435,256 | 2.10% | 5,916 | 减持 |
| 14 | IEF | ISHARES TR | $424,470 | 2.05% | 4,576 | 减持 |
| 15 | EUSA | ISHARES INC | $414,298 | 2.00% | 3,511 | 持平 |
| 16 | VWOB | VANGUARD WHITEHALL FDS | $407,963 | 1.97% | 6,185 | 减持 |
| 17 | VO | VANGUARD INDEX FDS | $370,630 | 1.79% | 4,480 | 增持 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $364,759 | 1.76% | 1,620 | 新建仓 |
| 19 | NVDA | NVIDIA CORPORATION | $326,325 | 1.58% | 0 | 持平 |
| 20 | QQQ | INVESCO QQQ TR | $299,882 | 1.45% | 416 | 减持 |
| 21 | EWC | ISHARES INC | $279,573 | 1.35% | 4,546 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $267,587 | 1.29% | 1,230 | 持平 |
| 23 | AMZN | AMAZON COM INC | $252,819 | 1.22% | 909 | 新建仓 |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $238,400 | 1.15% | 4,092 | 持平 |
| 25 | BSV | VANGUARD BD INDEX FDS | $231,373 | 1.12% | 2,987 | 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