Paces Ferry Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Paces Ferry Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 136 只证券，申报市值合计 2.70 亿美元。前几大持仓：SCHG（8.70%）、SCHD（7.08%）、OSEA（7.01%）。本季前 25 大持仓中：增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $23.5M | 8.70% | 693,962 | 增持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $19.1M | 7.08% | 602,649 | 增持 |
| 3 | OSEA | HARBOR ETF TRUST | $18.9M | 7.01% | 619,704 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $15.3M | 5.66% | 76,307 | 增持 |
| 5 | AAPL | APPLE INC | $14.6M | 5.40% | 50,357 | 减持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $14.2M | 5.24% | 279,870 | 增持 |
| 7 | AFL | AFLAC INC | $13.5M | 4.99% | 114,761 | 持平 |
| 8 | FLOT | ISHARES TR | $9.0M | 3.33% | 175,894 | 增持 |
| 9 | SCHV | SCHWAB STRATEGIC TR | $7.3M | 2.70% | 209,065 | 减持 |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $7.0M | 2.61% | 33,060 | 增持 |
| 11 | MUNI | PIMCO ETF TR | $6.0M | 2.23% | 114,350 | 持平 |
| 12 | AMZN | AMAZON COM INC | $5.3M | 1.96% | 22,149 | 减持 |
| 13 | IWF | ISHARES TR | $5.3M | 1.95% | 42,397 | 增持 |
| 14 | IVV | ISHARES TR | $5.0M | 1.84% | 6,630 | 减持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 1.82% | 6,578 | 增持 |
| 16 | GOOG | ALPHABET INC | $4.7M | 1.74% | 13,303 | 增持 |
| 17 | VTV | VANGUARD INDEX FDS | $4.6M | 1.72% | 21,253 | 减持 |
| 18 | GOOGL | ALPHABET INC | $4.4M | 1.63% | 12,279 | 增持 |
| 19 | VBK | VANGUARD INDEX FDS | $4.0M | 1.48% | 10,922 | 增持 |
| 20 | SCHA | SCHWAB STRATEGIC TR | $3.9M | 1.45% | 108,339 | 减持 |
| 21 | IGSB | ISHARES TR | $3.6M | 1.33% | 68,667 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $3.6M | 1.33% | 10,955 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $3.0M | 1.12% | 8,116 | 增持 |
| 24 | META | META PLATFORMS INC | $2.4M | 0.89% | 4,257 | 减持 |
| 25 | IWM | ISHARES TR | $2.4M | 0.87% | 7,844 | 减持 |
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