MinichMacGregor Wealth Management, LLC 13F 持仓 · 2026年Q2
MinichMacGregor Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 150 只证券，申报市值合计 6.59 亿美元。前几大持仓：GLD（5.01%）、SOXX（4.16%）、PYLD（3.56%）。本季前 25 大持仓中：新建仓 3 只、增持 16 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $33.0M | 5.01% | 89,631 | 增持 |
| 2 | SOXX | ISHARES TR | $27.4M | 4.16% | 42,749 | 减持 |
| 3 | PYLD | PIMCO ETF TR | $23.4M | 3.56% | 883,704 | 增持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $23.2M | 3.52% | 388,350 | 增持 |
| 5 | EMXC | ISHARES INC | $22.8M | 3.47% | 223,349 | 减持 |
| 6 | IYZ | ISHARES TR | $21.0M | 3.19% | 496,666 | 新建仓 |
| 7 | NVDA | NVIDIA CORPORATION | $18.6M | 2.82% | 92,994 | 增持 |
| 8 | XTL | SPDR SERIES TRUST | $17.7M | 2.69% | 77,996 | 增持 |
| 9 | SCHX | SCHWAB STRATEGIC TR | $16.9M | 2.57% | 574,588 | 增持 |
| 10 | ITA | ISHARES TR | $16.7M | 2.53% | 68,882 | 减持 |
| 11 | SCHG | SCHWAB STRATEGIC TR | $16.6M | 2.52% | 491,767 | 增持 |
| 12 | VIS | VANGUARD WORLD FD | $15.9M | 2.41% | 44,067 | 减持 |
| 13 | ICLN | ISHARES TR | $15.7M | 2.37% | 763,863 | 增持 |
| 14 | KLAC | KLA CORP | $15.5M | 2.35% | 51,332 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $15.5M | 2.35% | 41,460 | 增持 |
| 16 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $15.0M | 2.28% | 175,324 | 减持 |
| 17 | IYJ | ISHARES TR | $14.5M | 2.20% | 86,882 | 增持 |
| 18 | IGV | ISHARES TR | $14.0M | 2.12% | 154,494 | 新建仓 |
| 19 | IVV | ISHARES TR | $13.9M | 2.10% | 18,500 | 增持 |
| 20 | HYGH | ISHARES U S ETF TR | $13.5M | 2.05% | 155,950 | 增持 |
| 21 | MINT | PIMCO ETF TR | $13.5M | 2.04% | 133,539 | 增持 |
| 22 | IAI | ISHARES TR | $13.3M | 2.02% | 75,770 | 增持 |
| 23 | GOOGL | ALPHABET INC | $13.2M | 2.01% | 37,053 | 减持 |
| 24 | IDGT | ISHARES TR | $13.1M | 1.99% | 109,398 | 新建仓 |
| 25 | VGK | VANGUARD INTL EQUITY INDEX F | $12.5M | 1.89% | 140,691 | 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