Northwest Capital Management Inc 13F 持仓 · 最近申报 2025年Q4
Northwest Capital Management 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 92 只证券，申报市值合计 2,307.32 万美元。前几大持仓：PG（18.03%）、MSFT（6.42%）、EFV（3.42%）。本季前 25 大持仓中：增持 1 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PG | PROCTER AND GAMBLE CO | $4.2M | 18.03% | 29,031 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $1.5M | 6.42% | 3,062 | 减持 |
| 3 | EFV | ISHARES TR | $788,731 | 3.42% | 11,045 | 减持 |
| 4 | QUAL | ISHARES TR | $761,906 | 3.30% | 3,836 | 减持 |
| 5 | SCHG | SCHWAB STRATEGIC TR | $739,445 | 3.20% | 22,668 | 减持 |
| 6 | JIRE | J P MORGAN EXCHANGE TRADED F | $695,485 | 3.01% | 9,288 | 增持 |
| 7 | SCHR | SCHWAB STRATEGIC TR | $672,595 | 2.92% | 26,818 | 减持 |
| 8 | MBB | ISHARES TR | $669,111 | 2.90% | 7,027 | 减持 |
| 9 | DYNF | BLACKROCK ETF TRUST | $655,836 | 2.84% | 10,785 | 减持 |
| 10 | SCHX | SCHWAB STRATEGIC TR | $642,490 | 2.78% | 23,875 | 减持 |
| 11 | IJH | ISHARES TR | $565,488 | 2.45% | 8,568 | 减持 |
| 12 | XTEN | BONDBLOXX ETF TRUST | $563,607 | 2.44% | 12,194 | 减持 |
| 13 | AGG | ISHARES TR | $472,033 | 2.05% | 4,726 | 减持 |
| 14 | BINC | BLACKROCK ETF TRUST II | $453,875 | 1.97% | 8,601 | 减持 |
| 15 | ESGU | ISHARES TR | $421,909 | 1.83% | 2,832 | 减持 |
| 16 | SCHQ | SCHWAB STRATEGIC TR | $420,532 | 1.82% | 13,266 | 减持 |
| 17 | IEMG | ISHARES INC | $375,491 | 1.63% | 5,586 | 减持 |
| 18 | META | META PLATFORMS INC | $363,050 | 1.57% | 550 | 持平 |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $335,921 | 1.46% | 6,952 | 减持 |
| 20 | UBER | UBER TECHNOLOGIES INC | $328,612 | 1.42% | 4,022 | 持平 |
| 21 | UCON | FIRST TR EXCHNG TRADED FD VI | $317,570 | 1.38% | 12,617 | 减持 |
| 22 | IYW | ISHARES TR | $277,356 | 1.20% | 1,389 | 减持 |
| 23 | AMGN | AMGEN INC | $261,848 | 1.13% | 800 | 减持 |
| 24 | AVEM | AMERICAN CENTY ETF TR | $253,704 | 1.10% | 3,294 | 持平 |
| 25 | SPLV | INVESCO EXCH TRADED FD TR II | $244,417 | 1.06% | 3,422 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
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