MY Wealth Management Inc. 13F 持仓 · 2026年Q2
MY Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 1.42 亿美元。前几大持仓：ICSH（11.64%）、PTLC（8.22%）、HEGD（8.07%）。本季前 25 大持仓中：新建仓 14 只、增持 5 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ICSH | ISHARES TR | $16.5M | 11.64% | 326,780 | 新建仓 |
| 2 | PTLC | PACER FDS TR | $11.7M | 8.22% | 200,318 | 增持 |
| 3 | HEGD | LISTED FDS TR | $11.5M | 8.07% | 429,643 | 新建仓 |
| 4 | PTNQ | PACER FDS TR | $11.0M | 7.74% | 123,970 | 新建仓 |
| 5 | VGT | VANGUARD WORLD FD | $10.2M | 7.20% | 85,555 | 增持 |
| 6 | JMST | J P MORGAN EXCHANGE TRADED F | $7.2M | 5.07% | 141,183 | 增持 |
| 7 | SPMO | INVESCO EXCH TRADED FD TR II | $5.0M | 3.52% | 30,920 | 新建仓 |
| 8 | IVV | ISHARES TR | $4.9M | 3.46% | 6,552 | 减持 |
| 9 | HYMB | SPDR SERIES TRUST | $4.8M | 3.38% | 188,531 | 新建仓 |
| 10 | VONG | VANGUARD SCOTTSDALE FDS | $4.7M | 3.32% | 36,900 | 新建仓 |
| 11 | SPTS | SPDR SERIES TRUST | $4.7M | 3.29% | 161,028 | 减持 |
| 12 | SMB | VANECK ETF TRUST | $4.5M | 3.16% | 258,905 | 新建仓 |
| 13 | RVNU | DBX ETF TR | $3.5M | 2.49% | 139,666 | 新建仓 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $3.5M | 2.48% | 49,431 | 新建仓 |
| 15 | GCOW | PACER FDS TR | $3.3M | 2.32% | 76,174 | 减持 |
| 16 | SMLF | ISHARES TR | $2.9M | 2.01% | 32,074 | 新建仓 |
| 17 | XMMO | INVESCO EXCHANGE TRADED FD T | $2.9M | 2.01% | 16,815 | 增持 |
| 18 | VB | VANGUARD INDEX FDS | $2.8M | 1.97% | 9,243 | 减持 |
| 19 | IJH | ISHARES TR | $2.6M | 1.86% | 34,272 | 减持 |
| 20 | IEI | ISHARES TR | $2.3M | 1.61% | 19,443 | 新建仓 |
| 21 | MUB | ISHARES TR | $2.3M | 1.59% | 20,945 | 新建仓 |
| 22 | VFMO | VANGUARD WELLINGTON FD | $2.2M | 1.53% | 8,717 | 新建仓 |
| 23 | VO | VANGUARD INDEX FDS | $2.2M | 1.53% | 26,921 | 增持 |
| 24 | MAR | MARRIOTT INTL INC NEW | $1.6M | 1.11% | 4,267 | 减持 |
| 25 | SMH | VANECK ETF TRUST | $1.5M | 1.08% | 2,338 | 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