Muirfield Wealth Advisors LLC 13F 持仓 · 2026年Q2
Muirfield Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 1.53 亿美元。前几大持仓：RSP（10.54%）、BRKB（6.80%）、IJR（5.24%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $16.1M | 10.54% | 75,902 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.4M | 6.80% | 20,823 | 减持 |
| 3 | IJR | ISHARES TR | $8.0M | 5.24% | 54,087 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $8.0M | 5.23% | 93,027 | 增持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $7.1M | 4.65% | 30,104 | 增持 |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $7.0M | 4.60% | 121,113 | 增持 |
| 7 | IEF | ISHARES TR | $6.5M | 4.25% | 68,793 | 增持 |
| 8 | IJH | ISHARES TR | $6.4M | 4.16% | 82,657 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $5.5M | 3.57% | 27,366 | 增持 |
| 10 | SCHX | SCHWAB STRATEGIC TR | $5.2M | 3.39% | 176,392 | 减持 |
| 11 | USMV | ISHARES TR | $4.5M | 2.92% | 46,375 | 增持 |
| 12 | FV | FIRST TR EXCHANGE TRADED FD | $3.9M | 2.56% | 51,617 | 增持 |
| 13 | RY | ROYAL BK CDA | $3.6M | 2.34% | 17,336 | 增持 |
| 14 | MINT | PIMCO ETF TR | $3.5M | 2.31% | 35,085 | 增持 |
| 15 | AAPL | APPLE INC | $3.4M | 2.19% | 11,598 | 减持 |
| 16 | SCHD | SCHWAB STRATEGIC TR | $3.1M | 2.01% | 96,959 | 减持 |
| 17 | GOOGL | ALPHABET INC | $2.3M | 1.51% | 6,480 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $2.1M | 1.40% | 5,787 | 减持 |
| 19 | VB | VANGUARD INDEX FDS | $2.0M | 1.28% | 6,483 | 增持 |
| 20 | OMFL | INVESCO EXCH TRD SLF IDX FD | $1.8M | 1.17% | 26,168 | 减持 |
| 21 | SOXX | ISHARES TR | $1.7M | 1.11% | 2,662 | 增持 |
| 22 | AXP | AMERICAN EXPRESS CO | $1.5M | 1.01% | 4,581 | 减持 |
| 23 | FCNCA | FIRST CTZNS BANCSHARES INC D | $1.5M | 0.96% | 709 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $1.4M | 0.93% | 3,823 | 减持 |
| 25 | META | META PLATFORMS INC | $1.4M | 0.92% | 2,498 | 增持 |
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