National Wealth Management Group, LLC 13F 持仓 · 2026年Q2
National Wealth Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 226 只证券，申报市值合计 3.23 亿美元。前几大持仓：SPYM（7.01%）、IVV（3.45%）、NVDA（3.25%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $22.7M | 7.01% | 258,146 | 增持 |
| 2 | IVV | ISHARES TR | $11.1M | 3.45% | 14,888 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $10.5M | 3.25% | 52,551 | 增持 |
| 4 | IDEV | ISHARES TR | $10.4M | 3.21% | 116,723 | 增持 |
| 5 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $10.3M | 3.18% | 250,394 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $8.4M | 2.61% | 11,443 | 减持 |
| 7 | IJH | ISHARES TR | $7.6M | 2.33% | 97,933 | 增持 |
| 8 | TCHP | T ROWE PRICE EXCHANGE-TRADED | $6.3M | 1.96% | 126,336 | 减持 |
| 9 | BIL | SPDR SERIES TRUST | $6.1M | 1.89% | 66,813 | 增持 |
| 10 | CGMM | CAPITAL GROUP EQUITY ETF TR | $5.9M | 1.83% | 179,661 | 减持 |
| 11 | AAPL | APPLE INC | $5.5M | 1.71% | 19,159 | 减持 |
| 12 | LRCX | LAM RESEARCH CORP | $5.3M | 1.64% | 12,218 | 减持 |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | $4.8M | 1.48% | 15,810 | 增持 |
| 14 | VTI | VANGUARD INDEX FDS | $4.8M | 1.48% | 12,896 | 增持 |
| 15 | MU | MICRON TECHNOLOGY INC | $4.7M | 1.45% | 4,072 | 增持 |
| 16 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $4.5M | 1.39% | 120,375 | 减持 |
| 17 | VOO | VANGUARD INDEX FDS | $4.1M | 1.27% | 5,979 | 增持 |
| 18 | SPMD | SPDR SERIES TRUST | $4.0M | 1.25% | 59,856 | 增持 |
| 19 | GLD | SPDR GOLD TR | $4.0M | 1.24% | 10,862 | 减持 |
| 20 | CGGR | CAPITAL GROUP GROWTH ETF | $3.9M | 1.19% | 81,664 | 增持 |
| 21 | VGT | VANGUARD WORLD FD | $3.8M | 1.18% | 31,991 | 增持 |
| 22 | TSLA | TESLA INC | $3.8M | 1.17% | 8,963 | 增持 |
| 23 | GOOGL | ALPHABET INC | $3.5M | 1.07% | 9,700 | 减持 |
| 24 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $3.2M | 1.00% | 86,138 | 减持 |
| 25 | WDC | WESTERN DIGITAL CORP | $3.2M | 0.98% | 4,948 | 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