Onyx Bridge Wealth Group LLC 13F 持仓 · 2026年Q2
Onyx Bridge Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 389 只证券，申报市值合计 11.11 亿美元。前几大持仓：QQQ（7.46%）、IVV（6.77%）、XLK（4.22%）。本季前 25 大持仓中：新建仓 2 只、增持 17 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $82.9M | 7.46% | 112,507 | 增持 |
| 2 | IVV | ISHARES TR | $75.3M | 6.77% | 100,513 | 减持 |
| 3 | XLK | SELECT SECTOR SPDR TR | $46.9M | 4.22% | 246,355 | 增持 |
| 4 | XLE | SELECT SECTOR SPDR TR | $39.8M | 3.58% | 749,677 | 增持 |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | $34.4M | 3.10% | 213,011 | 增持 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $32.9M | 2.96% | 668,224 | 增持 |
| 7 | AAPL | APPLE INC | $27.1M | 2.44% | 93,792 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $20.6M | 1.85% | 103,012 | 增持 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $19.0M | 1.71% | 80,141 | 增持 |
| 10 | VMBS | VANGUARD SCOTTSDALE FDS | $17.1M | 1.54% | 365,376 | 增持 |
| 11 | WTV | WISDOMTREE TR | $16.8M | 1.51% | 165,274 | 减持 |
| 12 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $16.4M | 1.48% | 437,428 | 增持 |
| 13 | VUG | VANGUARD INDEX FDS | $16.2M | 1.46% | 188,051 | 增持 |
| 14 | TMB | THORNBURG ETF TR | $15.9M | 1.43% | 626,973 | 新建仓 |
| 15 | PULS | PGIM ETF TR | $15.1M | 1.36% | 305,389 | 增持 |
| 16 | ICVT | ISHARES TR | $13.7M | 1.23% | 112,640 | 减持 |
| 17 | IJK | ISHARES TR | $12.4M | 1.12% | 105,580 | 新建仓 |
| 18 | IGIB | ISHARES TR | $12.1M | 1.09% | 228,395 | 增持 |
| 19 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $12.0M | 1.08% | 291,464 | 减持 |
| 20 | VTI | VANGUARD INDEX FDS | $12.0M | 1.08% | 32,319 | 增持 |
| 21 | SPHY | SPDR SERIES TRUST | $11.6M | 1.05% | 495,553 | 增持 |
| 22 | CGMS | CAPITAL GRP FIXED INCM ETF T | $11.5M | 1.04% | 422,551 | 减持 |
| 23 | CSM | PROSHARES TR | $9.8M | 0.88% | 114,928 | 减持 |
| 24 | FFLC | FIDELITY COVINGTON TRUST | $9.6M | 0.87% | 163,631 | 增持 |
| 25 | QDPL | PACER FDS TR | $9.5M | 0.85% | 210,389 | 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