Orgel Wealth Management, LLC 13F 持仓 · 2026年Q2
Orgel Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 52.72 亿美元。前几大持仓：QUAL（13.98%）、VSDB（11.87%）、IVV（9.18%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $736.9M | 13.98% | 3.4M | 增持 |
| 2 | VSDB | VANGUARD MALVERN FDS | $625.9M | 11.87% | 8.2M | 增持 |
| 3 | IVV | ISHARES TR | $484.2M | 9.18% | 646,536 | 增持 |
| 4 | SPYG | SPDR SERIES TRUST | $404.4M | 7.67% | 3.4M | 减持 |
| 5 | VYMI | VANGUARD WHITEHALL FDS | $302.9M | 5.75% | 3.1M | 增持 |
| 6 | MUB | ISHARES TR | $291.5M | 5.53% | 2.7M | 增持 |
| 7 | SCHF | SCHWAB STRATEGIC TR | $268.5M | 5.09% | 9.7M | 增持 |
| 8 | PMBS | PIMCO ETF TR | $240.5M | 4.56% | 4.9M | 增持 |
| 9 | MTUM | ISHARES TR | $230.6M | 4.37% | 672,724 | 减持 |
| 10 | VOE | VANGUARD INDEX FDS | $190.1M | 3.60% | 961,906 | 增持 |
| 11 | SHYM | BLACKROCK ETF TRUST II | $182.9M | 3.47% | 8.1M | 新建仓 |
| 12 | VTEB | VANGUARD MUN BD FDS | $180.6M | 3.43% | 3.6M | 增持 |
| 13 | VIOO | VANGUARD ADMIRAL FDS INC | $153.5M | 2.91% | 1.1M | 增持 |
| 14 | SCHX | SCHWAB STRATEGIC TR | $137.1M | 2.60% | 4.7M | 减持 |
| 15 | PFFD | GLOBAL X FDS | $127.6M | 2.42% | 6.8M | 减持 |
| 16 | IJH | ISHARES TR | $119.4M | 2.26% | 1.5M | 新建仓 |
| 17 | SCHE | SCHWAB STRATEGIC TR | $79.7M | 1.51% | 2.2M | 增持 |
| 18 | FQAL | FIDELITY COVINGTON TRUST | $72.1M | 1.37% | 885,647 | 减持 |
| 19 | IEFA | ISHARES TR | $68.3M | 1.29% | 706,882 | 增持 |
| 20 | VOT | VANGUARD INDEX FDS | $66.3M | 1.26% | 216,318 | 减持 |
| 21 | SPHQ | INVESCO EXCHANGE TRADED FD T | $35.7M | 0.68% | 395,689 | 减持 |
| 22 | IMCV | ISHARES TR | $31.2M | 0.59% | 341,915 | 减持 |
| 23 | IMCG | ISHARES TR | $27.9M | 0.53% | 284,164 | 减持 |
| 24 | IEMG | ISHARES INC | $25.7M | 0.49% | 309,975 | 增持 |
| 25 | ESGV | VANGUARD WORLD FD | $18.9M | 0.36% | 143,189 | 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