Pitcairn Wealth Advisors LLC 13F 持仓 · 2026年Q2
Pitcairn Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 281 只证券，申报市值合计 9.13 亿美元。前几大持仓：IWV（23.51%）、OUNZ（5.58%）、SPY（5.40%）。本季前 25 大持仓中：增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES TR | $214.6M | 23.51% | 503,370 | 减持 |
| 2 | OUNZ | VANECK MERK GOLD ETF | $50.9M | 5.58% | 1.3M | 减持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $49.3M | 5.40% | 66,043 | 减持 |
| 4 | CWI | SPDR INDEX SHS FDS | $40.2M | 4.40% | 988,601 | 减持 |
| 5 | IWB | ISHARES TR | $36.6M | 4.01% | 89,429 | 减持 |
| 6 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $32.2M | 3.53% | 43 | 持平 |
| 7 | VTI | VANGUARD INDEX FDS | $25.8M | 2.83% | 69,804 | 增持 |
| 8 | COM | DIREXION SHARES ETF TRUST | $14.7M | 1.61% | 450,318 | 减持 |
| 9 | VONE | VANGUARD SCOTTSDALE FDS | $14.5M | 1.59% | 42,892 | 减持 |
| 10 | ACWX | ISHARES TR | $13.7M | 1.50% | 179,937 | 增持 |
| 11 | IVV | ISHARES TR | $13.3M | 1.46% | 17,801 | 增持 |
| 12 | SCHF | SCHWAB STRATEGIC TR | $12.5M | 1.37% | 451,796 | 增持 |
| 13 | PG | PROCTER & GAMBLE CO | $12.3M | 1.35% | 83,968 | 增持 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $11.2M | 1.23% | 157,079 | 持平 |
| 15 | VOO | VANGUARD INDEX FDS | $11.0M | 1.21% | 16,033 | 减持 |
| 16 | GLDM | WORLD GOLD TR | $10.8M | 1.18% | 135,573 | 增持 |
| 17 | AAPL | APPLE INC | $9.6M | 1.05% | 33,057 | 增持 |
| 18 | GLD | SPDR GOLD TR | $9.5M | 1.04% | 25,760 | 增持 |
| 19 | ITOT | ISHARES TR | $9.4M | 1.03% | 56,971 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $9.0M | 0.99% | 45,213 | 减持 |
| 21 | IWF | ISHARES TR | $8.4M | 0.92% | 67,648 | 增持 |
| 22 | IJH | ISHARES TR | $8.2M | 0.90% | 106,294 | 持平 |
| 23 | VV | VANGUARD INDEX FDS | $8.2M | 0.89% | 23,699 | 增持 |
| 24 | VTHR | VANGUARD SCOTTSDALE FDS | $7.9M | 0.86% | 23,750 | 减持 |
| 25 | GOOGL | ALPHABET INC | $7.6M | 0.84% | 21,345 | 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