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Power Wealth Management LLC 13F 持仓 · 2026年Q2

Power Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 117 只证券,申报市值合计 2.91 亿美元。前几大持仓:FBND(13.53%)、VMBS(10.60%)、VCIT(7.87%)。本季前 25 大持仓中:增持 13 只、减持 12 只。

排名代码公司市值占组合股数变动
1FBNDFIDELITY MERRIMACK STR TR$39.4M13.53%865,549增持
2VMBSVANGUARD SCOTTSDALE FDS$30.8M10.60%658,862增持
3VCITVANGUARD SCOTTSDALE FDS$22.9M7.87%277,171增持
4SPYVSPDR SERIES TRUST$17.1M5.87%281,112增持
5SCHFSCHWAB STRATEGIC TR$16.1M5.54%581,868增持
6SPYGSPDR SERIES TRUST$15.8M5.43%132,715增持
7JEPIJ P MORGAN EXCHANGE TRADED F$11.2M3.86%198,717增持
8VGITVANGUARD SCOTTSDALE FDS$10.5M3.60%177,546增持
9TBLLINVESCO EXCH TRADED FD TR II$8.8M3.02%83,326减持
10IVVISHARES TR$7.4M2.53%9,846减持
11SCHESCHWAB STRATEGIC TR$7.1M2.42%194,437增持
12JPIBJ P MORGAN EXCHANGE TRADED F$6.9M2.38%143,496增持
13GOOGLALPHABET INC$5.1M1.76%14,329减持
14AAPLAPPLE INC$3.7M1.28%12,831增持
15SPMDSPDR SERIES TRUST$3.5M1.22%52,354增持
16SPYSTATE STR SPDR S&P 500 ETF T$3.4M1.17%4,562减持
17AMZNAMAZON COM INC$3.3M1.14%13,921减持
18IVWISHARES TR$3.2M1.09%23,138减持
19NVDANVIDIA CORPORATION$2.7M0.92%13,341增持
20MSFTMICROSOFT CORP$2.5M0.85%6,599减持
21BWABORGWARNER INC$2.1M0.72%31,571减持
22SCHWSCHWAB CHARLES CORP$1.8M0.62%19,430减持
23GOOGALPHABET INC$1.7M0.60%4,914减持
24MGMMGM RESORTS INTERNATIONAL$1.7M0.60%36,430减持
25ELVELEVANCE HEALTH INC FORMERLY$1.7M0.57%4,315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