PMG Wealth Management, Inc. 13F 持仓 · 2026年Q2
PMG Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 1.62 亿美元。前几大持仓：VIG（6.62%）、QUAL（6.35%）、BUFR（6.32%）。本季前 25 大持仓中：增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $10.7M | 6.62% | 45,232 | 增持 |
| 2 | QUAL | ISHARES TR | $10.3M | 6.35% | 46,796 | 增持 |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | $10.2M | 6.32% | 279,745 | 增持 |
| 4 | OEF | ISHARES TR | $9.9M | 6.14% | 27,139 | 增持 |
| 5 | FWD | AB ACTIVE ETFS INC | $9.5M | 5.90% | 64,371 | 增持 |
| 6 | MINT | PIMCO ETF TR | $8.9M | 5.53% | 88,999 | 增持 |
| 7 | DGRW | WISDOMTREE TR | $8.2M | 5.04% | 85,269 | 增持 |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $8.1M | 4.99% | 37,920 | 增持 |
| 9 | XLG | INVESCO EXCHANGE TRADED FD T | $7.7M | 4.76% | 125,829 | 减持 |
| 10 | JHML | JOHN HANCOCK EXCHANGE TRADED | $7.5M | 4.61% | 83,677 | 增持 |
| 11 | SDVY | FIRST TR EXCHANGE TRADED FD | $6.9M | 4.27% | 160,196 | 增持 |
| 12 | PYLD | PIMCO ETF TR | $5.9M | 3.62% | 221,881 | 增持 |
| 13 | PAVE | GLOBAL X FDS | $5.8M | 3.59% | 98,567 | 增持 |
| 14 | YEAR | AB ACTIVE ETFS INC | $4.9M | 3.06% | 98,583 | 增持 |
| 15 | WTV | WISDOMTREE TR | $4.5M | 2.76% | 43,832 | 增持 |
| 16 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.1M | 2.54% | 84,453 | 增持 |
| 17 | IVLU | ISHARES TR | $4.0M | 2.48% | 96,055 | 增持 |
| 18 | IVV | ISHARES TR | $3.6M | 2.20% | 4,756 | 增持 |
| 19 | USMC | PRINCIPAL EXCHANGE TRADED FD | $2.5M | 1.53% | 33,505 | 增持 |
| 20 | SHY | ISHARES TR | $2.0M | 1.26% | 24,828 | 减持 |
| 21 | REGL | PROSHARES TR | $2.0M | 1.21% | 21,390 | 增持 |
| 22 | PDP | INVESCO EXCHANGE TRADED FD T | $1.5M | 0.95% | 10,137 | 增持 |
| 23 | RDVY | FIRST TR EXCHANGE TRADED FD | $1.3M | 0.83% | 16,619 | 持平 |
| 24 | SPYG | SPDR SERIES TRUST | $1.3M | 0.83% | 11,320 | 减持 |
| 25 | XLK | SELECT SECTOR SPDR TR | $1.3M | 0.80% | 6,809 | 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