MLG Wealth Management DBA Pine Grove Financial Group 13F 持仓 · 2026年Q2
MLG Wealth Management DBA Pine Grove Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 218 只证券，申报市值合计 9.90 亿美元。前几大持仓：IVV（7.49%）、VOO（6.93%）、IUSB（5.49%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $74.2M | 7.49% | 98,908 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $68.6M | 6.93% | 99,666 | 增持 |
| 3 | IUSB | ISHARES TR | $54.3M | 5.49% | 1.2M | 增持 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $53.6M | 5.42% | 1.1M | 增持 |
| 5 | FLCE | ADVISORS INNER CIRCLE FD II | $36.3M | 3.66% | 1.2M | 增持 |
| 6 | FINT | ADVISORS INNER CIRCLE FD II | $32.0M | 3.23% | 889,980 | 增持 |
| 7 | IVW | ISHARES TR | $28.3M | 2.85% | 205,261 | 增持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $27.9M | 2.81% | 409,297 | 增持 |
| 9 | IVE | ISHARES TR | $24.0M | 2.42% | 105,567 | 减持 |
| 10 | FGSM | ADVISORS INNER CIRCLE FD II | $23.7M | 2.40% | 680,412 | 减持 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $22.7M | 2.30% | 512,692 | 减持 |
| 12 | FCBD | ADVISORS INNER CIRCLE FD II | $20.1M | 2.03% | 795,456 | 增持 |
| 13 | JIRE | J P MORGAN EXCHANGE TRADED F | $19.9M | 2.01% | 241,190 | 增持 |
| 14 | SCHZ | SCHWAB STRATEGIC TR | $19.1M | 1.93% | 822,511 | 增持 |
| 15 | IEMG | ISHARES INC | $18.7M | 1.88% | 225,212 | 减持 |
| 16 | JEMA | J P MORGAN EXCHANGE TRADED F | $15.2M | 1.54% | 237,797 | 减持 |
| 17 | MBB | ISHARES TR | $15.1M | 1.52% | 159,607 | 增持 |
| 18 | GOVT | ISHARES TR | $15.0M | 1.51% | 658,297 | 增持 |
| 19 | BAI | BLACKROCK ETF TRUST | $14.5M | 1.47% | 275,657 | 减持 |
| 20 | BBUS | J P MORGAN EXCHANGE TRADED F | $14.5M | 1.47% | 110,161 | 增持 |
| 21 | FELG | FIDELITY COVINGTON TRUST | $14.5M | 1.46% | 329,684 | 减持 |
| 22 | EFG | ISHARES TR | $14.3M | 1.44% | 114,770 | 增持 |
| 23 | FOPC | ADVISORS INNER CIRCLE FD II | $13.5M | 1.36% | 532,909 | 增持 |
| 24 | JGRO | J P MORGAN EXCHANGE TRADED F | $13.2M | 1.33% | 134,552 | 减持 |
| 25 | MTUM | ISHARES TR | $11.9M | 1.20% | 34,709 | 减持 |
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