Pursuit Wealth Strategies, LLC 13F 持仓 · 2026年Q2
Pursuit Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 114 只证券，申报市值合计 7,690.36 万美元。前几大持仓：VOO（17.18%）、AGG（5.71%）、IEFA（3.95%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $13.2M | 17.18% | 19,232 | 增持 |
| 2 | AGG | ISHARES TR | $4.4M | 5.71% | 44,355 | 增持 |
| 3 | IEFA | ISHARES TR | $3.0M | 3.95% | 31,478 | 增持 |
| 4 | DUK | DUKE ENERGY CORP NEW | $2.7M | 3.48% | 21,134 | 增持 |
| 5 | AAPL | APPLE INC | $2.6M | 3.43% | 9,129 | 增持 |
| 6 | IJH | ISHARES TR | $2.0M | 2.56% | 25,576 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $1.8M | 2.40% | 9,220 | 减持 |
| 8 | VO | VANGUARD INDEX FDS | $1.7M | 2.18% | 20,787 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $1.6M | 2.08% | 4,296 | 增持 |
| 10 | XLK | SELECT SECTOR SPDR TR | $1.6M | 2.04% | 8,244 | 减持 |
| 11 | BUI | BLACKROCK UTILS INFRASTRUCTU | $1.6M | 2.02% | 53,624 | 增持 |
| 12 | DDWM | WISDOMTREE TR | $1.5M | 1.92% | 31,925 | 新建仓 |
| 13 | IEMG | ISHARES INC | $1.4M | 1.79% | 16,593 | 减持 |
| 14 | IJR | ISHARES TR | $1.3M | 1.71% | 8,853 | 减持 |
| 15 | MTUM | ISHARES TR | $1.3M | 1.71% | 3,835 | 减持 |
| 16 | XOM | EXXON MOBIL CORP | $1.3M | 1.70% | 9,582 | 增持 |
| 17 | XLU | SELECT SECTOR SPDR TR | $1.3M | 1.68% | 28,562 | 减持 |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $1.3M | 1.65% | 4,505 | 增持 |
| 19 | AMZN | AMAZON COM INC | $1.3M | 1.64% | 5,283 | 增持 |
| 20 | DIVO | AMPLIFY ETF TR | $1.2M | 1.50% | 25,223 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $1.1M | 1.39% | 4,209 | 减持 |
| 22 | ORCL | ORACLE CORP | $1.0M | 1.36% | 7,131 | 减持 |
| 23 | ETN | EATON CORP PLC | $982,785 | 1.28% | 2,306 | 减持 |
| 24 | JPM | JPMORGAN CHASE & CO | $976,770 | 1.27% | 2,984 | 减持 |
| 25 | LDOS | LEIDOS HOLDINGS INC | $906,651 | 1.18% | 8,805 | 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