Pathfinder Wealth Consulting, Inc. 13F 持仓 · 2026年Q1
Pathfinder Wealth Consulting 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 163 只证券，申报市值合计 1.54 亿美元。前几大持仓：VUG（5.71%）、VTV（5.65%）、AAPL（3.90%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $8.8M | 5.71% | 20,184 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $8.7M | 5.65% | 44,411 | 减持 |
| 3 | AAPL | APPLE INC | $6.0M | 3.90% | 23,727 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $4.9M | 3.21% | 13,367 | 增持 |
| 5 | FELG | FIDELITY COVINGTON TRUST | $4.4M | 2.85% | 117,407 | 增持 |
| 6 | FELV | FIDELITY COVINGTON TRUST | $4.1M | 2.65% | 117,328 | 增持 |
| 7 | AMZN | AMAZON COM INC | $4.0M | 2.61% | 19,344 | 增持 |
| 8 | IUSV | ISHARES TR | $3.3M | 2.16% | 32,545 | 减持 |
| 9 | GOOGL | ALPHABET INC | $3.0M | 1.95% | 10,469 | 增持 |
| 10 | GLD | SPDR GOLD TR | $3.0M | 1.94% | 6,968 | 减持 |
| 11 | IVV | ISHARES TR | $3.0M | 1.94% | 4,590 | 减持 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 1.87% | 45,026 | 减持 |
| 13 | IEFA | ISHARES TR | $2.9M | 1.86% | 31,694 | 减持 |
| 14 | IUSG | ISHARES TR | $2.7M | 1.74% | 17,342 | 增持 |
| 15 | LOB | LIVE OAK BANCSHARES INC | $2.6M | 1.68% | 78,483 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $2.5M | 1.65% | 14,619 | 减持 |
| 17 | LLY | ELI LILLY & CO | $2.4M | 1.59% | 2,659 | 减持 |
| 18 | VO | VANGUARD INDEX FDS | $2.4M | 1.59% | 8,518 | 增持 |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $2.3M | 1.52% | 9,657 | 增持 |
| 20 | HDV | ISHARES TR | $2.2M | 1.44% | 16,315 | 减持 |
| 21 | IDV | ISHARES TR | $2.2M | 1.43% | 51,842 | 减持 |
| 22 | XOM | EXXON MOBIL CORP | $1.9M | 1.24% | 11,305 | 增持 |
| 23 | FMDE | FIDELITY COVINGTON TRUST | $1.6M | 1.04% | 44,711 | 增持 |
| 24 | AMAT | APPLIED MATLS INC | $1.6M | 1.03% | 4,643 | 增持 |
| 25 | META | META PLATFORMS INC | $1.5M | 0.98% | 2,641 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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