Quotient Wealth Partners, LLC 13F 持仓 · 2026年Q2
Quotient Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 409 只证券，申报市值合计 42.35 亿美元。前几大持仓：IVV（14.18%）、SPYG（10.30%）、FBND（7.23%）。本季前 25 大持仓中：新建仓 1 只、增持 21 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $600.4M | 14.18% | 801,678 | 增持 |
| 2 | SPYG | SPDR SER TR | $436.4M | 10.30% | 3.7M | 减持 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $306.1M | 7.23% | 6.7M | 增持 |
| 4 | BINC | BLACKROCK ETF TRUST II | $300.8M | 7.10% | 5.7M | 增持 |
| 5 | IEFA | ISHARES TR | $256.0M | 6.04% | 2.7M | 增持 |
| 6 | SPYV | SPDR SER TR | $239.5M | 5.65% | 3.9M | 增持 |
| 7 | AGG | ISHARES TR | $192.4M | 4.54% | 1.9M | 增持 |
| 8 | HEFA | ISHARES TR | $161.4M | 3.81% | 3.4M | 增持 |
| 9 | MBB | ISHARES TR | $159.3M | 3.76% | 1.7M | 增持 |
| 10 | IEMG | ISHARES INC | $154.1M | 3.64% | 1.9M | 增持 |
| 11 | PWRD | TCW TRANSFORM ETF TRUST | $116.1M | 2.74% | 944,060 | 增持 |
| 12 | DGRO | ISHARES TR | $95.8M | 2.26% | 1.3M | 增持 |
| 13 | FESM | FIDELITY COVINGTON TRUST | $84.1M | 1.99% | 1.7M | 减持 |
| 14 | XLF | SELECT SECTOR SPDR TR | $72.6M | 1.71% | 1.4M | 增持 |
| 15 | IJH | ISHARES TR | $71.9M | 1.70% | 931,862 | 增持 |
| 16 | TLH | ISHARES TR | $71.6M | 1.69% | 713,106 | 增持 |
| 17 | STIP | ISHARES TR | $66.3M | 1.57% | 649,411 | 增持 |
| 18 | XOM | EXXON MOBIL CORP | $65.0M | 1.53% | 475,070 | 新建仓 |
| 19 | TIP | ISHARES TR | $53.7M | 1.27% | 491,120 | 增持 |
| 20 | BAI | BLACKROCK ETF TRUST | $52.3M | 1.23% | 991,220 | 减持 |
| 21 | MUB | ISHARES TR | $32.5M | 0.77% | 301,535 | 增持 |
| 22 | VTEB | VANGUARD MUN BD FDS | $27.5M | 0.65% | 544,427 | 增持 |
| 23 | AAPL | APPLE INC | $26.4M | 0.62% | 91,120 | 增持 |
| 24 | VOO | VANGUARD INDEX FDS | $23.9M | 0.56% | 34,813 | 增持 |
| 25 | NVDA | NVIDIA CORPORATION | $21.1M | 0.50% | 105,355 | 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