Redstone Wealth Management, LLC 13F 持仓 · 2026年Q2

Redstone Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 31 只证券，申报市值合计 1.53 亿美元。前几大持仓：SOXX（17.29%）、VGT（15.12%）、KBWP（9.54%）。本季前 25 大持仓中：增持 12 只、减持 10 只。

排名	代码	公司	市值	占组合	股数	变动
1	SOXX	ISHARES TR	$26.5M	17.29%	41,353	减持
2	VGT	VANGUARD WORLD FD	$23.2M	15.12%	193,882	增持
3	KBWP	INVESCO EXCH TRADED FD TR II	$14.6M	9.54%	115,351	增持
4	XLY	SELECT SECTOR SPDR TR	$13.6M	8.86%	115,749	增持
5	AIRR	FIRST TR EXCHANGE TRADED FD	$11.9M	7.77%	89,380	增持
6	FCOM	FIDELITY COVINGTON TRUST	$11.6M	7.56%	166,702	增持
7	IHI	ISHARES TR	$11.5M	7.52%	233,348	增持
8	VDC	VANGUARD WORLD FD	$6.9M	4.48%	30,477	增持
9	PIZ	INVESCO EXCH TRADED FD TR II	$4.7M	3.09%	84,712	增持
10	DFIV	DIMENSIONAL ETF TRUST	$4.7M	3.08%	87,353	增持
11	NVDA	NVIDIA CORPORATION	$4.7M	3.08%	23,576	持平
12	RSPU	INVESCO EXCHANGE TRADED FD T	$4.5M	2.92%	55,141	增持
13	VOO	VANGUARD INDEX FDS	$4.2M	2.74%	6,118	增持
14	AMD	ADVANCED MICRO DEVICES INC	$2.6M	1.71%	4,509	减持
15	PAAA	PGIM ETF TR	$1.4M	0.92%	27,496	减持
16	AVGO	BROADCOM INC	$809,913	0.53%	2,144	持平
17	FTCS	FIRST TR EXCHANGE-TRADED FD	$705,715	0.46%	7,514	减持
18	AAPL	APPLE INC	$617,619	0.40%	2,134	减持
19	IWY	ISHARES TR	$544,331	0.36%	1,873	减持
20	DKS	DICKS SPORTING GOODS INC	$521,663	0.34%	2,300	持平
21	IBIT	ISHARES BITCOIN TRUST ETF	$455,840	0.30%	13,693	增持
22	FDN	FIRST TR EXCHANGE-TRADED FD	$413,493	0.27%	1,562	减持
23	SPY	STATE STR SPDR S&P 500 ETF T	$413,711	0.27%	554	减持
24	FTC	FIRST TR EXCHANGE-TRADED ALP	$318,170	0.21%	1,642	减持
25	IYW	ISHARES TR	$323,611	0.21%	1,283	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