REDW Wealth LLC 13F 持仓 · 2026年Q2
REDW Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 104 只证券，申报市值合计 2.79 亿美元。前几大持仓：VTI（8.70%）、JQUA（6.99%）、AVUS（6.69%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $24.3M | 8.70% | 65,597 | 减持 |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | $19.5M | 6.99% | 269,822 | 减持 |
| 3 | AVUS | AMERICAN CENTY ETF TR | $18.7M | 6.69% | 145,795 | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $18.3M | 6.55% | 256,551 | 减持 |
| 5 | IVV | ISHARES TR | $14.7M | 5.25% | 19,577 | 减持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $12.3M | 4.40% | 242,930 | 减持 |
| 7 | BSV | VANGUARD BD INDEX FDS | $10.8M | 3.88% | 139,165 | 减持 |
| 8 | AVDE | AMERICAN CENTY ETF TR | $9.8M | 3.53% | 110,315 | 增持 |
| 9 | EMXC | ISHARES INC | $9.4M | 3.36% | 91,716 | 减持 |
| 10 | AVEM | AMERICAN CENTY ETF TR | $8.1M | 2.91% | 84,108 | 增持 |
| 11 | USTB | VICTORY PORTFOLIOS II | $8.0M | 2.86% | 157,490 | 增持 |
| 12 | AGG | ISHARES TR | $6.7M | 2.41% | 68,062 | 减持 |
| 13 | DUHP | DIMENSIONAL ETF TRUST | $6.4M | 2.28% | 152,395 | 减持 |
| 14 | VTV | VANGUARD INDEX FDS | $6.0M | 2.14% | 27,348 | 增持 |
| 15 | IEFA | ISHARES TR | $4.4M | 1.59% | 45,852 | 减持 |
| 16 | VNQ | VANGUARD INDEX FDS | $4.3M | 1.54% | 44,670 | 减持 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $4.2M | 1.51% | 70,687 | 减持 |
| 18 | VONG | VANGUARD SCOTTSDALE FDS | $4.1M | 1.47% | 32,134 | 增持 |
| 19 | TCHP | T ROWE PRICE EXCHANGE-TRADED | $3.9M | 1.40% | 78,276 | 增持 |
| 20 | AAPL | APPLE INC | $3.4M | 1.22% | 11,781 | 增持 |
| 21 | IWM | ISHARES TR | $3.4M | 1.21% | 11,209 | 减持 |
| 22 | EQWL | INVESCO EXCHANGE TRADED FD T | $3.3M | 1.17% | 25,261 | 增持 |
| 23 | VCIT | VANGUARD SCOTTSDALE FDS | $3.2M | 1.15% | 38,943 | 减持 |
| 24 | PAVE | GLOBAL X FDS | $3.1M | 1.10% | 52,339 | 减持 |
| 25 | VGIT | VANGUARD SCOTTSDALE FDS | $3.0M | 1.07% | 50,560 | 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