Private Wealth Group, LLC 13F 持仓 · 2026年Q2
Private Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 2.59 亿美元。前几大持仓：SPYM（26.82%）、SGOV（9.68%）、SPTS（6.16%）。本季前 25 大持仓中：增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $69.4M | 26.82% | 790,173 | 增持 |
| 2 | SGOV | ISHARES TR | $25.1M | 9.68% | 249,089 | 增持 |
| 3 | SPTS | SPDR SERIES TRUST | $16.0M | 6.16% | 549,817 | 增持 |
| 4 | SPYV | SPDR SERIES TRUST | $13.5M | 5.20% | 221,416 | 增持 |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $12.3M | 4.74% | 57,736 | 增持 |
| 6 | TDIV | FIRST TR EXCHANGE TRADED FD | $11.1M | 4.27% | 96,271 | 减持 |
| 7 | SPSM | SPDR SERIES TRUST | $10.6M | 4.09% | 183,563 | 增持 |
| 8 | SPMD | SPDR SERIES TRUST | $9.8M | 3.79% | 145,167 | 增持 |
| 9 | SPTM | SPDR SERIES TRUST | $7.6M | 2.92% | 83,185 | 减持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.3M | 2.80% | 14,509 | 减持 |
| 11 | SPYG | SPDR SERIES TRUST | $5.3M | 2.05% | 44,546 | 减持 |
| 12 | SDY | SPDR SERIES TRUST | $5.0M | 1.93% | 32,919 | 减持 |
| 13 | QQQ | INVESCO QQQ TR | $4.8M | 1.86% | 6,530 | 增持 |
| 14 | XNTK | SPDR SERIES TRUST | $4.7M | 1.83% | 12,121 | 增持 |
| 15 | SPTI | SPDR SERIES TRUST | $3.9M | 1.52% | 138,874 | 增持 |
| 16 | SPTL | SPDR SERIES TRUST | $3.8M | 1.46% | 144,268 | 增持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $3.7M | 1.44% | 4,994 | 持平 |
| 18 | VOO | VANGUARD INDEX FDS | $3.2M | 1.24% | 4,664 | 增持 |
| 19 | SPDW | SPDR INDEX SHS FDS | $2.6M | 1.01% | 52,122 | 增持 |
| 20 | SPAB | SPDR SERIES TRUST | $2.4M | 0.94% | 95,287 | 增持 |
| 21 | XLP | SELECT SECTOR SPDR TR | $2.3M | 0.89% | 27,866 | 持平 |
| 22 | SPSB | SPDR SERIES TRUST | $1.7M | 0.67% | 57,775 | 增持 |
| 23 | SJNK | SPDR SERIES TRUST | $1.5M | 0.59% | 61,454 | 增持 |
| 24 | IJH | ISHARES TR | $1.5M | 0.57% | 19,186 | 增持 |
| 25 | AGG | ISHARES TR | $1.4M | 0.53% | 13,886 | 持平 |
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