PFG Private Wealth Management, LLC 13F 持仓 · 2026年Q2
PFG Private Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 2.31 亿美元。前几大持仓：IVV（13.17%）、SPYG（10.63%）、VEA（10.48%）。本季前 25 大持仓中：新建仓 3 只、增持 3 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $30.4M | 13.17% | 40,575 | 减持 |
| 2 | SPYG | SPDR SERIES TRUST | $24.5M | 10.63% | 206,213 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $24.2M | 10.48% | 339,630 | 减持 |
| 4 | VYM | VANGUARD WHITEHALL FDS | $13.0M | 5.61% | 81,983 | 减持 |
| 5 | IBDZ | ISHARES TR | $12.8M | 5.55% | 491,365 | 减持 |
| 6 | IBDX | ISHARES TR | $12.8M | 5.54% | 507,215 | 减持 |
| 7 | IBDV | ISHARES TR | $12.4M | 5.38% | 569,999 | 减持 |
| 8 | IBDW | ISHARES TR | $12.1M | 5.23% | 578,995 | 减持 |
| 9 | STLVZZZ | ISHARES TR | $11.6M | 5.05% | 452,389 | 新建仓 |
| 10 | MGV | VANGUARD WORLD FD | $10.8M | 4.67% | 65,983 | 减持 |
| 11 | IBDT | ISHARES TR | $7.7M | 3.34% | 305,532 | 减持 |
| 12 | STLVZZZ | ISHARES TR | $7.6M | 3.30% | 329,011 | 新建仓 |
| 13 | IBDS | ISHARES TR | $7.5M | 3.25% | 309,328 | 减持 |
| 14 | IJH | ISHARES TR | $5.0M | 2.16% | 64,756 | 减持 |
| 15 | IJR | ISHARES TR | $4.9M | 2.10% | 32,757 | 减持 |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.30% | 4 | 持平 |
| 17 | AAPL | APPLE INC | $1.9M | 0.83% | 6,613 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $1.8M | 0.78% | 4,835 | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.51% | 1,573 | 减持 |
| 20 | MRVL | MARVELL TECHNOLOGY INC | $997,038 | 0.43% | 3,347 | 减持 |
| 21 | IBMS | ISHARES TR | $923,921 | 0.40% | 35,714 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $928,559 | 0.40% | 4,641 | 减持 |
| 23 | STLVZZZ | ISHARES TR | $931,889 | 0.40% | 36,703 | 新建仓 |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $906,428 | 0.39% | 1,898 | 减持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $813,134 | 0.35% | 1,625 | 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