O'Brien Wealth Partners LLC 13F 持仓 · 最近申报 2025年Q4
O'Brien Wealth Partners 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 7.56 亿美元。前几大持仓：ITOT（8.80%）、SPYM（8.62%）、USMC（8.09%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $66.6M | 8.80% | 447,667 | 减持 |
| 2 | SPYM | SPDR SERIES TRUST | $65.2M | 8.62% | 812,351 | 减持 |
| 3 | USMC | PRINCIPAL EXCHANGE TRADED FD | $61.2M | 8.09% | 893,720 | 减持 |
| 4 | DBEF | DBX ETF TR | $57.7M | 7.63% | 1.2M | 减持 |
| 5 | HDEF | DBX ETF TR | $55.1M | 7.29% | 1.8M | 减持 |
| 6 | COWZ | PACER FDS TR | $50.0M | 6.62% | 831,660 | 减持 |
| 7 | JMTG | J P MORGAN EXCHANGE TRADED F | $49.3M | 6.52% | 965,974 | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $43.9M | 5.80% | 130,797 | 减持 |
| 9 | SPTI | SPDR SERIES TRUST | $41.8M | 5.53% | 1.5M | 增持 |
| 10 | XCEM | COLUMBIA ETF TR II | $28.0M | 3.71% | 730,973 | 减持 |
| 11 | SPTL | SPDR SERIES TRUST | $24.6M | 3.25% | 928,154 | 减持 |
| 12 | CVLC | MORGAN STANLEY ETF TRUST | $23.4M | 3.10% | 277,873 | 减持 |
| 13 | VUG | VANGUARD INDEX FDS | $22.2M | 2.94% | 45,530 | 减持 |
| 14 | IWV | ISHARES TR | $19.5M | 2.58% | 50,376 | 增持 |
| 15 | IWF | ISHARES TR | $17.6M | 2.33% | 37,249 | 减持 |
| 16 | AAPL | APPLE INC | $12.4M | 1.64% | 45,531 | 减持 |
| 17 | NULV | NUSHARES ETF TR | $12.2M | 1.61% | 270,178 | 增持 |
| 18 | SPTS | SPDR SERIES TRUST | $11.9M | 1.57% | 406,398 | 增持 |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | $10.7M | 1.41% | 191,387 | 增持 |
| 20 | NULG | NUSHARES ETF TR | $10.1M | 1.33% | 103,049 | 减持 |
| 21 | CVIE | MORGAN STANLEY ETF TRUST | $8.5M | 1.13% | 119,705 | 减持 |
| 22 | ESGE | ISHARES INC | $6.7M | 0.88% | 151,187 | 减持 |
| 23 | VSGX | VANGUARD WORLD FD | $6.4M | 0.85% | 89,713 | 减持 |
| 24 | VOO | VANGUARD INDEX FDS | $5.1M | 0.67% | 8,080 | 增持 |
| 25 | MCD | MCDONALDS CORP | $3.8M | 0.50% | 12,494 | 增持 |
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