Moneywise, Inc. 13F 持仓 · 2026年Q2
Moneywise 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 2.68 亿美元。前几大持仓：SCHX（7.82%）、ITOT（6.52%）、SPY（6.48%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $21.0M | 7.82% | 712,622 | 增持 |
| 2 | ITOT | ISHARES TR | $17.5M | 6.52% | 106,454 | 增持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $17.4M | 6.48% | 23,276 | 减持 |
| 4 | IWV | ISHARES TR | $16.6M | 6.21% | 39,011 | 减持 |
| 5 | VV | VANGUARD INDEX FDS | $15.3M | 5.73% | 44,629 | 减持 |
| 6 | PTL | NORTHERN LTS FD TR IV | $12.8M | 4.79% | 44,863 | 增持 |
| 7 | ESUM | STRATEGY SHS | $8.9M | 3.32% | 290,812 | 增持 |
| 8 | IWN | ISHARES TR | $8.9M | 3.31% | 40,123 | 增持 |
| 9 | EEM | ISHARES TR | $8.7M | 3.25% | 127,286 | 增持 |
| 10 | IEFA | ISHARES TR | $8.1M | 3.01% | 83,608 | 减持 |
| 11 | IWM | ISHARES TR | $7.7M | 2.86% | 25,502 | 增持 |
| 12 | VTV | VANGUARD INDEX FDS | $6.9M | 2.57% | 31,604 | 新建仓 |
| 13 | SCHM | SCHWAB STRATEGIC TR | $6.8M | 2.53% | 184,056 | 增持 |
| 14 | IAGG | ISHARES TR | $6.5M | 2.43% | 128,729 | 增持 |
| 15 | XLK | SELECT SECTOR SPDR TR | $6.4M | 2.40% | 33,719 | 新建仓 |
| 16 | XLE | SELECT SECTOR SPDR TR | $6.3M | 2.35% | 118,532 | 增持 |
| 17 | SCHF | SCHWAB STRATEGIC TR | $6.2M | 2.32% | 224,324 | 增持 |
| 18 | ESSC | STRATEGY SHS | $6.1M | 2.26% | 190,897 | 减持 |
| 19 | FDLS | NORTHERN LTS FD TR IV | $3.7M | 1.37% | 87,113 | 增持 |
| 20 | COWZ | PACER FDS TR | $3.5M | 1.32% | 56,813 | 减持 |
| 21 | IWL | ISHARES TR | $3.4M | 1.25% | 18,127 | 增持 |
| 22 | IEMG | ISHARES INC | $3.3M | 1.24% | 40,201 | 增持 |
| 23 | IVV | ISHARES TR | $3.2M | 1.21% | 4,335 | 减持 |
| 24 | IUSB | ISHARES TR | $3.0M | 1.12% | 64,798 | 减持 |
| 25 | VTEB | VANGUARD MUN BD FDS | $2.9M | 1.08% | 57,003 | 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