Montz Harcus Wealth Management LLC 13F 持仓 · 2026年Q3
Montz Harcus Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 2.85 亿美元。前几大持仓：SPYM（14.55%）、SPY（12.48%）、PRF（6.76%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $41.5M | 14.55% | 462,330 | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $35.6M | 12.48% | 46,666 | 减持 |
| 3 | PRF | INVESCO EXCHANGE TRADED FD T | $19.3M | 6.76% | 354,137 | 增持 |
| 4 | SPMD | SPDR SERIES TRUST | $16.5M | 5.78% | 261,586 | 增持 |
| 5 | SPSM | SPDR SERIES TRUST | $16.1M | 5.65% | 304,807 | 增持 |
| 6 | IEFA | ISHARES TR | $13.8M | 4.84% | 142,434 | 减持 |
| 7 | SPDW | SPDR INDEX SHS FDS | $13.7M | 4.79% | 272,413 | 增持 |
| 8 | AAPL | APPLE INC | $12.0M | 4.20% | 35,987 | 增持 |
| 9 | VYM | VANGUARD WHITEHALL FDS | $10.7M | 3.75% | 68,924 | 增持 |
| 10 | MDY | STATE STR SPDR S&P MIDCAP 40 | $10.0M | 3.49% | 15,157 | 减持 |
| 11 | SPYG | SPDR SERIES TRUST | $8.3M | 2.92% | 67,720 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $7.1M | 2.50% | 13,903 | 增持 |
| 13 | AMZN | AMAZON COM INC | $5.9M | 2.08% | 23,851 | 减持 |
| 14 | QQQ | INVESCO QQQ TR | $5.7M | 1.98% | 7,649 | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO | $5.2M | 1.81% | 15,596 | 减持 |
| 16 | HBCP | HOMEBANCORP INC | $4.2M | 1.48% | 63,787 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $4.2M | 1.47% | 18,381 | 减持 |
| 18 | MDYV | SPDR SERIES TRUST | $3.7M | 1.31% | 42,231 | 减持 |
| 19 | META | META PLATFORMS INC | $3.2M | 1.11% | 4,380 | 减持 |
| 20 | XOM | EXXONMOBIL HOLDINGS CORP | $2.2M | 0.77% | 13,442 | 新建仓 |
| 21 | VTI | VANGUARD INDEX FDS | $2.1M | 0.73% | 5,577 | 增持 |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | $1.9M | 0.67% | 40,441 | 减持 |
| 23 | SPEM | SPDR INDEX SHS FDS | $1.9M | 0.66% | 36,262 | 增持 |
| 24 | GOOGL | ALPHABET INC | $1.8M | 0.65% | 5,364 | 减持 |
| 25 | IVV | ISHARES TR | $1.8M | 0.64% | 2,379 | 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