Prairieview Wealth Partners, LLC 13F 持仓 · 2026年Q2

Prairieview Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 1.34 亿美元。前几大持仓：IVV（21.72%）、AGG（12.39%）、HTRB（10.00%）。本季前 25 大持仓中：增持 8 只、减持 15 只。

排名	代码	公司	市值	占组合	股数	变动
1	IVV	ISHARES CORE S&P 500 ETF	$29.1M	21.72%	38,830	减持
2	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	$16.6M	12.39%	167,570	增持
3	HTRB	HARTFORD TOTAL RETURN BOND ETF	$13.4M	10.00%	396,778	增持
4	IWR	ISHARES RUSSELL MIDCAP ETF	$12.2M	9.09%	110,233	减持
5	VTV	VANGUARD MORNINGSTAR VALUE ETF	$11.2M	8.37%	51,409	减持
6	VTWO	VANGUARD RUSSELL 2000 ETF	$9.8M	7.30%	80,454	减持
7	MUB	ISHARES NATIONAL MUNI BOND ETF	$8.5M	6.33%	78,709	减持
8	HELO	JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	$8.3M	6.20%	122,837	增持
9	SPYG	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	$7.0M	5.22%	58,737	减持
10	IXUS	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	$5.0M	3.71%	52,080	减持
11	VTEB	VANGUARD TAX-EXEMPT BOND ETF	$2.4M	1.82%	48,067	增持
12	IJR	ISHARES CORE S&P SMALL CAP ETF	$1.6M	1.22%	11,023	减持
13	MUNI	PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND	$1.4M	1.01%	25,758	增持
14	JPLD	JPMORGAN LIMITED DURATION BOND ETF	$1.1M	0.82%	21,115	增持
15	XYLD	GLOBAL X S&P 500 COVERED CALL ETF	$782,515	0.58%	19,184	减持
16	AXP	AMERICAN EXPRESS CO COM	$638,954	0.48%	1,889	持平
17	USRT	ISHARES CORE U.S. REIT ETF	$547,415	0.41%	8,238	减持
18	EEM	ISHARES MSCI EMERGING MARKETS ETF	$503,634	0.38%	7,362	减持
19	WWD	WOODWARD INC COM	$512,230	0.38%	1,204	持平
20	HYMB	STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF	$475,270	0.36%	18,682	减持
21	RLY	STATE STREET MULTI-ASSET REAL RETURN ETF	$471,303	0.35%	13,657	减持
22	NVDA	NVIDIA CORPORATION COM	$433,395	0.32%	2,166	增持
23	CCOI	COGENT COMM HOLDINGS INC COM NEW	$357,299	0.27%	25,742	减持
24	SCHE	SCHWAB EMERGING MARKETS EQUITY ETF	$349,619	0.26%	9,642	减持
25	MSFT	MICROSOFT CORP COM	$339,448	0.25%	910	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