Northwest Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Northwest Wealth Advisors 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 1.74 亿美元。前几大持仓：SPYG（11.80%）、ILCV（10.06%）、IMCB（9.06%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $20.5M | 11.80% | 172,661 | 增持 |
| 2 | ILCV | ISHARES TR | $17.5M | 10.06% | 172,952 | 增持 |
| 3 | IMCB | ISHARES TR | $15.8M | 9.06% | 163,319 | 增持 |
| 4 | SPYV | SPDR SERIES TRUST | $11.4M | 6.56% | 187,942 | 增持 |
| 5 | FELG | FIDELITY COVINGTON TRUST | $9.1M | 5.24% | 208,418 | 增持 |
| 6 | INTF | ISHARES TR | $8.7M | 5.00% | 212,566 | 增持 |
| 7 | TVAL | T ROWE PRICE EXCHANGE-TRADED | $8.6M | 4.92% | 205,589 | 增持 |
| 8 | TGRT | T ROWE PRICE EXCHANGE-TRADED | $6.7M | 3.88% | 147,514 | 增持 |
| 9 | FTEC | FIDELITY COVINGTON TRUST | $6.5M | 3.73% | 22,746 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.4M | 3.08% | 10,722 | 增持 |
| 11 | SPDW | SPDR INDEX SHS FDS | $5.2M | 2.98% | 102,944 | 增持 |
| 12 | ILCG | ISHARES TR | $5.1M | 2.93% | 43,587 | 增持 |
| 13 | GSSC | GOLDMAN SACHS ETF TR | $5.1M | 2.91% | 55,544 | 增持 |
| 14 | IWR | ISHARES TR | $4.4M | 2.52% | 39,833 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $4.4M | 2.50% | 11,673 | 增持 |
| 16 | PSC | PRINCIPAL EXCHANGE TRADED FD | $2.7M | 1.55% | 38,530 | 增持 |
| 17 | SPSM | SPDR SERIES TRUST | $2.6M | 1.49% | 45,081 | 增持 |
| 18 | BBIN | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.30% | 28,899 | 减持 |
| 19 | JGRO | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.17% | 20,587 | 增持 |
| 20 | AAPL | APPLE INC | $1.8M | 1.01% | 6,061 | 增持 |
| 21 | VUG | VANGUARD INDEX FDS | $1.7M | 0.96% | 19,394 | 增持 |
| 22 | VGT | VANGUARD WORLD FD | $1.6M | 0.94% | 13,732 | 增持 |
| 23 | IJR | ISHARES TR | $1.6M | 0.91% | 10,721 | 减持 |
| 24 | SPMD | SPDR SERIES TRUST | $1.3M | 0.77% | 19,727 | 减持 |
| 25 | QQQ | INVESCO QQQ TR | $1.2M | 0.67% | 1,580 | 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