Moulton Wealth Management, Inc 13F 持仓 · 2026年Q2
Moulton Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 1.52 亿美元。前几大持仓：SPYM（12.03%）、TFLO（9.01%）、USFR（8.88%）。本季前 25 大持仓中：新建仓 8 只、增持 10 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $18.3M | 12.03% | 207,915 | 增持 |
| 2 | TFLO | ISHARES TR | $13.7M | 9.01% | 271,371 | 减持 |
| 3 | USFR | WISDOMTREE TR | $13.5M | 8.88% | 268,033 | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $12.6M | 8.27% | 33,953 | 增持 |
| 5 | FLOT | ISHARES TR | $10.2M | 6.72% | 200,834 | 增持 |
| 6 | SJNK | SPDR SERIES TRUST | $6.1M | 4.02% | 245,850 | 增持 |
| 7 | LVLN | SPDR SERIES TRUST | $5.7M | 3.74% | 141,698 | 新建仓 |
| 8 | XLK | SELECT SECTOR SPDR TR | $5.0M | 3.30% | 26,921 | 新建仓 |
| 9 | GLL | PROSHARES TR II | $4.3M | 2.84% | 164,115 | 增持 |
| 10 | BIL | SPDR SERIES TRUST | $3.2M | 2.11% | 35,040 | 新建仓 |
| 11 | SMH | VANECK ETF TRUST | $3.2M | 2.08% | 5,076 | 增持 |
| 12 | XLV | SELECT SECTOR SPDR TR | $2.8M | 1.85% | 17,682 | 新建仓 |
| 13 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2.7M | 1.81% | 68,483 | 减持 |
| 14 | DXJ | WISDOMTREE TR | $2.6M | 1.69% | 14,622 | 增持 |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.49% | 27,356 | 增持 |
| 16 | GDX | VANECK ETF TRUST | $2.3M | 1.48% | 29,576 | 减持 |
| 17 | XLI | SELECT SECTOR SPDR TR | $2.2M | 1.43% | 11,846 | 新建仓 |
| 18 | GLD | SPDR GOLD TR | $2.0M | 1.32% | 5,361 | 减持 |
| 19 | XOM | EXXON MOBIL CORP | $1.9M | 1.22% | 13,609 | 增持 |
| 20 | MTUM | ISHARES TR | $1.6M | 1.05% | 4,873 | 新建仓 |
| 21 | ITA | ISHARES TR | $1.5M | 1.00% | 6,236 | 增持 |
| 22 | DUST | DIREXION SHARES ETF TRUST | $1.4M | 0.95% | 23,225 | 新建仓 |
| 23 | IYW | ISHARES TR | $1.4M | 0.93% | 5,644 | 减持 |
| 24 | ION | PROSHARES TR | $1.3M | 0.84% | 22,588 | 新建仓 |
| 25 | ZSL | PROSHARES TR II | $1.3M | 0.84% | 42,657 | 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