MOR Wealth Management, LLC 13F 持仓 · 2026年Q2
MOR Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 122 只证券，申报市值合计 2.51 亿美元。前几大持仓：SCHG（10.73%）、IWF（9.54%）、LVHI（8.58%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $27.0M | 10.73% | 796,661 | 减持 |
| 2 | IWF | ISHARES TR | $24.0M | 9.54% | 192,949 | 增持 |
| 3 | LVHI | LEGG MASON ETF INVT | $21.6M | 8.58% | 531,044 | 增持 |
| 4 | DGRW | WISDOMTREE TR | $19.9M | 7.94% | 208,478 | 减持 |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $18.5M | 7.35% | 205,024 | 减持 |
| 6 | VO | VANGUARD INDEX FDS | $13.2M | 5.27% | 164,252 | 增持 |
| 7 | AAPL | APPLE INC | $7.9M | 3.14% | 27,280 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $5.2M | 2.08% | 26,110 | 减持 |
| 9 | TPL | TEXAS PACIFIC LAND CORPORATI | $5.1M | 2.02% | 11,573 | 持平 |
| 10 | AVUV | AMERICAN CENTY ETF TR | $5.1M | 2.01% | 40,523 | 增持 |
| 11 | ESML | ISHARES TR | $4.9M | 1.94% | 86,947 | 增持 |
| 12 | QQQ | INVESCO QQQ TR | $4.6M | 1.82% | 6,197 | 增持 |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.75% | 77,612 | 减持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $4.3M | 1.72% | 5,771 | 增持 |
| 15 | IJH | ISHARES TR | $3.6M | 1.44% | 46,833 | 减持 |
| 16 | GOOGL | ALPHABET INC | $3.5M | 1.41% | 9,906 | 增持 |
| 17 | SCHD | SCHWAB STRATEGIC TR | $3.5M | 1.41% | 111,579 | 减持 |
| 18 | ACN | ACCENTURE PLC IRELAND | $3.4M | 1.37% | 27,695 | 减持 |
| 19 | VTV | VANGUARD INDEX FDS | $3.1M | 1.24% | 14,287 | 增持 |
| 20 | IBRX | IMMUNITYBIO INC | $2.6M | 1.05% | 302,447 | 增持 |
| 21 | VTI | VANGUARD INDEX FDS | $2.2M | 0.86% | 5,858 | 增持 |
| 22 | LLY | ELI LILLY & CO | $2.1M | 0.83% | 1,738 | 减持 |
| 23 | AMZN | AMAZON COM INC | $1.9M | 0.77% | 8,133 | 减持 |
| 24 | PG | PROCTER & GAMBLE CO | $1.8M | 0.73% | 12,525 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $1.8M | 0.72% | 4,863 | 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