Morrissey Wealth Management, LLC 13F 持仓 · 2026年Q2
Morrissey Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 30 只证券，申报市值合计 1.59 亿美元。前几大持仓：SPYM（14.27%）、SPYV（11.14%）、JPST（9.84%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $22.7M | 14.27% | 250,339 | 新建仓 |
| 2 | SPYV | SPDR SERIES TRUST | $17.7M | 11.14% | 288,113 | 新建仓 |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $15.6M | 9.84% | 311,291 | 新建仓 |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | $14.3M | 9.00% | 280,784 | 新建仓 |
| 5 | SPSM | SPDR SERIES TRUST | $13.8M | 8.68% | 256,221 | 新建仓 |
| 6 | SPYG | SPDR SERIES TRUST | $12.2M | 7.65% | 97,536 | 新建仓 |
| 7 | MGK | VANGUARD WORLD FD | $10.6M | 6.64% | 112,667 | 新建仓 |
| 8 | SPMD | SPDR SERIES TRUST | $9.4M | 5.90% | 145,749 | 新建仓 |
| 9 | SJNK | SPDR SERIES TRUST | $9.2M | 5.79% | 380,967 | 新建仓 |
| 10 | SPTL | SPDR SERIES TRUST | $8.4M | 5.30% | 354,771 | 新建仓 |
| 11 | SGOV | ISHARES TR | $8.2M | 5.13% | 81,236 | 新建仓 |
| 12 | SLYV | SPDR SERIES TRUST | $7.5M | 4.72% | 72,196 | 新建仓 |
| 13 | MAR | MARRIOTT INTL INC NEW | $1.8M | 1.15% | 5,104 | 新建仓 |
| 14 | SPDW | SPDR INDEX SHS FDS | $812,105 | 0.51% | 16,072 | 新建仓 |
| 15 | MGV | VANGUARD WORLD FD | $750,596 | 0.47% | 4,642 | 新建仓 |
| 16 | MSFT | MICROSOFT CORP | $716,208 | 0.45% | 1,384 | 新建仓 |
| 17 | SPHB | INVESCO EXCH TRADED FD TR II | $633,762 | 0.40% | 4,092 | 新建仓 |
| 18 | SPTM | SPDR SERIES TRUST | $610,337 | 0.38% | 6,561 | 新建仓 |
| 19 | VB | VANGUARD INDEX FDS | $569,044 | 0.36% | 1,969 | 新建仓 |
| 20 | SPTS | SPDR SERIES TRUST | $496,820 | 0.31% | 17,359 | 新建仓 |
| 21 | AAPL | APPLE INC | $434,858 | 0.27% | 1,303 | 新建仓 |
| 22 | RTX | RTX CORPORATION | $434,617 | 0.27% | 2,353 | 新建仓 |
| 23 | XLRE | SELECT SECTOR SPDR TR | $396,377 | 0.25% | 9,713 | 新建仓 |
| 24 | HD | HOME DEPOT INC | $308,839 | 0.19% | 1,092 | 新建仓 |
| 25 | VTI | VANGUARD INDEX FDS | $264,357 | 0.17% | 699 | 新建仓 |
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