Potentia Wealth 13F 持仓 · 2026年Q2
Potentia Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 2.44 亿美元。前几大持仓：SPY（24.53%）、AAPL（10.11%）、PAAA（8.61%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $59.9M | 24.53% | 80,224 | 减持 |
| 2 | AAPL | APPLE INC | $24.7M | 10.11% | 85,374 | 减持 |
| 3 | PAAA | PGIM ETF TR | $21.0M | 8.61% | 410,021 | 减持 |
| 4 | SPYV | SPDR SERIES TRUST | $19.3M | 7.89% | 317,152 | 减持 |
| 5 | IWF | ISHARES TR | $9.7M | 3.97% | 78,024 | 增持 |
| 6 | SHLD | GLOBAL X FDS | $8.6M | 3.52% | 143,846 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $8.2M | 3.37% | 41,184 | 减持 |
| 8 | GOOGL | ALPHABET INC | $8.1M | 3.31% | 22,610 | 减持 |
| 9 | MFSV | MFS ACTIVE EXCHANGE TRADED F | $7.6M | 3.13% | 267,667 | 新建仓 |
| 10 | JGRO | J P MORGAN EXCHANGE TRADED F | $6.5M | 2.66% | 65,922 | 新建仓 |
| 11 | IWD | ISHARES TR | $6.3M | 2.59% | 26,143 | 减持 |
| 12 | DTCR | GLOBAL X FDS | $5.8M | 2.38% | 191,323 | 减持 |
| 13 | JTEK | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.79% | 39,266 | 减持 |
| 14 | CLOA | BLACKROCK ETF TRUST II | $4.1M | 1.67% | 78,490 | 减持 |
| 15 | RWJ | INVESCO EXCH TRADED FD TR II | $3.4M | 1.39% | 56,915 | 减持 |
| 16 | IVV | ISHARES TR | $3.2M | 1.30% | 4,231 | 减持 |
| 17 | AMAT | APPLIED MATLS INC | $3.1M | 1.27% | 4,289 | 减持 |
| 18 | GPIX | GOLDMAN SACHS ETF TR | $2.9M | 1.17% | 51,325 | 减持 |
| 19 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.1M | 0.88% | 23,744 | 减持 |
| 20 | META | META PLATFORMS INC | $2.1M | 0.85% | 3,701 | 减持 |
| 21 | AMZN | AMAZON COM INC | $2.0M | 0.84% | 8,589 | 减持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.0M | 0.83% | 4,054 | 减持 |
| 23 | GOOG | ALPHABET INC | $1.8M | 0.75% | 5,154 | 减持 |
| 24 | AVGO | BROADCOM INC | $1.8M | 0.74% | 4,757 | 增持 |
| 25 | DSI | ISHARES TR | $1.6M | 0.66% | 11,294 | 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