Plus Group Wealth Advisors LLC 13F 持仓 · 2026年Q2

Plus Group Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 1.06 亿美元。前几大持仓：QQQ（11.40%）、SCHV（8.72%）、VB（8.54%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 6 只。

排名	代码	公司	市值	占组合	股数	变动
1	QQQ	INVESCO QQQ TR	$12.1M	11.40%	16,458	减持
2	SCHV	SCHWAB STRATEGIC TR	$9.3M	8.72%	266,466	增持
3	VB	VANGUARD INDEX FDS	$9.1M	8.54%	29,945	增持
4	SCHF	SCHWAB STRATEGIC TR	$8.4M	7.91%	303,719	增持
5	FVD	FIRST TR EXCHANGE-TRADED FD	$8.4M	7.86%	173,524	减持
6	VO	VANGUARD INDEX FDS	$8.0M	7.56%	99,760	增持
7	SCHG	SCHWAB STRATEGIC TR	$6.1M	5.71%	179,550	增持
8	FDN	FIRST TR EXCHANGE-TRADED FD	$5.9M	5.57%	22,379	减持
9	FTSM	FIRST TR EXCHANGE-TRADED FD	$5.3M	5.00%	89,073	增持
10	AMZN	AMAZON COM INC	$4.1M	3.83%	17,080	减持
11	VNQ	VANGUARD INDEX FDS	$3.4M	3.24%	35,770	增持
12	SPTI	SPDR SERIES TRUST	$3.1M	2.95%	110,568	增持
13	LMBS	FIRST TR EXCHANGE-TRADED FD	$2.7M	2.57%	54,825	增持
14	ESN	NORTHERN LTS FD TR II	$2.1M	2.00%	106,862	新建仓
15	FCVT	FIRST TR EXCHANGE-TRADED FD	$1.4M	1.35%	26,767	增持
16	IWR	ISHARES TR	$1.3M	1.20%	11,518	新建仓
17	GUT	GABELLI UTIL TR	$1.2M	1.16%	187,849	增持
18	TDIV	FIRST TR EXCHANGE TRADED FD	$1.2M	1.11%	10,299	减持
19	WEC	WEC ENERGY GROUP INC	$1.0M	0.98%	8,963	持平
20	VOO	VANGUARD INDEX FDS	$762,471	0.72%	1,110	增持
21	FDVV	FIDELITY COVINGTON TRUST	$746,567	0.70%	12,383	增持
22	FTCS	FIRST TR EXCHANGE-TRADED FD	$658,426	0.62%	7,010	减持
23	JEPI	J P MORGAN EXCHANGE TRADED F	$648,776	0.61%	11,487	增持
24	FIDI	FIDELITY COVINGTON TRUST	$634,508	0.60%	23,183	增持
25	JPRE	J P MORGAN EXCHANGE TRADED F	$633,322	0.60%	12,137	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