Motive Wealth Advisors 13F 持仓 · 2026年Q2
Motive Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 96 只证券，申报市值合计 2.43 亿美元。前几大持仓：VEA（10.36%）、IVV（6.90%）、VIG（6.84%）。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 | VEA | VANGUARD TAX-MANAGED FDS | $25.2M | 10.36% | 353,513 | 增持 |
| 2 | IVV | ISHARES TR | $16.8M | 6.90% | 22,414 | 减持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $16.6M | 6.84% | 70,324 | 增持 |
| 4 | QUAL | ISHARES TR | $15.9M | 6.52% | 72,291 | 增持 |
| 5 | AGG | ISHARES TR | $15.0M | 6.17% | 151,575 | 增持 |
| 6 | IEFA | ISHARES TR | $14.1M | 5.82% | 146,415 | 减持 |
| 7 | SCHB | SCHWAB STRATEGIC TR | $13.7M | 5.64% | 473,585 | 减持 |
| 8 | SGOV | ISHARES TR | $9.9M | 4.06% | 98,027 | 增持 |
| 9 | IUSG | ISHARES TR | $9.1M | 3.75% | 48,463 | 减持 |
| 10 | IUSV | ISHARES TR | $8.3M | 3.40% | 75,144 | 减持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $6.7M | 2.75% | 111,824 | 增持 |
| 12 | BND | VANGUARD BD INDEX FDS | $5.3M | 2.18% | 72,136 | 减持 |
| 13 | NVDA | NVIDIA CORPORATION | $5.3M | 2.17% | 26,386 | 增持 |
| 14 | MUB | ISHARES TR | $4.9M | 2.03% | 45,971 | 增持 |
| 15 | SPYG | SPDR SERIES TRUST | $4.8M | 1.95% | 39,922 | 减持 |
| 16 | AAPL | APPLE INC | $4.7M | 1.93% | 16,182 | 增持 |
| 17 | SPYV | SPDR SERIES TRUST | $4.4M | 1.83% | 73,114 | 减持 |
| 18 | IEMG | ISHARES INC | $4.1M | 1.70% | 49,760 | 减持 |
| 19 | VTEB | VANGUARD MUN BD FDS | $3.3M | 1.38% | 66,228 | 减持 |
| 20 | SCHF | SCHWAB STRATEGIC TR | $3.2M | 1.32% | 115,671 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $2.9M | 1.20% | 7,840 | 减持 |
| 22 | AMZN | AMAZON COM INC | $2.6M | 1.05% | 10,719 | 增持 |
| 23 | GOOGL | ALPHABET INC | $2.3M | 0.97% | 6,571 | 增持 |
| 24 | TSLA | TESLA INC | $2.1M | 0.85% | 4,896 | 增持 |
| 25 | IWV | ISHARES TR | $1.9M | 0.79% | 4,508 | 持平 |
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