Redwood Family Wealth LLC 13F 持仓 · 2026年Q2
Redwood Family Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 106 只证券,申报市值合计 1.14 亿美元。前几大持仓:VV(8.08%)、AAPL(7.21%)、ASTS(6.15%)。本季前 25 大持仓中:增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $9.2M | 8.08% | 26,786 | 减持 |
| 2 | AAPL | APPLE INC | $8.2M | 7.21% | 28,415 | 增持 |
| 3 | ASTS | AST SPACEMOBILE INC | $7.0M | 6.15% | 78,866 | 增持 |
| 4 | XOM | EXXON MOBIL CORP | $6.1M | 5.35% | 44,561 | 增持 |
| 5 | TPL | TEXAS PACIFIC LAND CORPORATI | $6.0M | 5.24% | 13,655 | 减持 |
| 6 | VTV | VANGUARD INDEX FDS | $5.0M | 4.39% | 22,936 | 增持 |
| 7 | QQQ | INVESCO QQQ TR | $4.4M | 3.83% | 5,925 | 减持 |
| 8 | VOO | VANGUARD INDEX FDS | $3.6M | 3.20% | 5,305 | 减持 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $3.4M | 3.01% | 41,011 | 增持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 2.45% | 3,745 | 减持 |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $2.6M | 2.31% | 8,678 | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $2.6M | 2.30% | 13,088 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $2.3M | 2.04% | 6,247 | 减持 |
| 14 | DIVO | AMPLIFY ETF TR | $2.0M | 1.73% | 43,149 | 增持 |
| 15 | DIS | DISNEY WALT CO | $1.8M | 1.55% | 18,403 | 增持 |
| 16 | TBIL | RBB FD INC | $1.7M | 1.49% | 34,070 | 减持 |
| 17 | NUV | NUVEEN MUN VALUE FD INC | $1.6M | 1.38% | 170,632 | 增持 |
| 18 | VO | VANGUARD INDEX FDS | $1.5M | 1.35% | 19,046 | 增持 |
| 19 | BOXX | EA SERIES TRUST | $1.5M | 1.28% | 12,458 | 减持 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $1.3M | 1.14% | 5,501 | 减持 |
| 21 | DIA | STATE STR SPDR DOW JONES IND | $1.3M | 1.12% | 2,445 | 减持 |
| 22 | LLY | ELI LILLY & CO | $1.3M | 1.10% | 1,046 | 减持 |
| 23 | ABEQ | UNIFIED SER TR | $1.1M | 1.01% | 30,864 | 增持 |
| 24 | SEPQ | LISTED FDS TR | $1.1M | 1.00% | 40,058 | 减持 |
| 25 | AMZN | AMAZON COM INC | $1.0M | 0.92% | 4,379 | 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