Refined Wealth Management 13F 持仓 · 2026年Q2
Refined Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 1.66 亿美元。前几大持仓：VEA（12.05%）、QQQ（10.23%）、RSP（8.47%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $20.0M | 12.05% | 280,248 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $17.0M | 10.23% | 23,018 | 减持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $14.0M | 8.47% | 65,994 | 增持 |
| 4 | COIN | COINBASE GLOBAL INC | $8.6M | 5.20% | 58,894 | 减持 |
| 5 | PYLD | PIMCO ETF TR | $8.4M | 5.09% | 317,941 | 增持 |
| 6 | BITB | BITWISE BITCOIN ETF TR | $8.0M | 4.83% | 251,344 | 增持 |
| 7 | VTV | VANGUARD INDEX FDS | $8.0M | 4.81% | 36,555 | 增持 |
| 8 | EMXC | ISHARES INC | $7.9M | 4.78% | 77,483 | 增持 |
| 9 | BINC | BLACKROCK ETF TRUST II | $7.9M | 4.77% | 151,094 | 增持 |
| 10 | CVX | CHEVRON CORPORATION | $7.5M | 4.50% | 44,951 | 增持 |
| 11 | GLD | SPDR GOLD TR | $6.3M | 3.82% | 17,178 | 增持 |
| 12 | MPC | MARATHON PETE CORP | $6.2M | 3.74% | 24,224 | 减持 |
| 13 | JPIB | J P MORGAN EXCHANGE TRADED F | $5.8M | 3.48% | 119,352 | 增持 |
| 14 | SCHR | SCHWAB STRATEGIC TR | $5.8M | 3.47% | 233,476 | 增持 |
| 15 | ENVX | ENOVIX CORPORATION | $5.1M | 3.09% | 844,850 | 减持 |
| 16 | PICK | ISHARES INC | $4.6M | 2.78% | 79,141 | 增持 |
| 17 | REMX | VANECK ETF TRUST | $3.4M | 2.05% | 38,389 | 增持 |
| 18 | XMMO | INVESCO EXCHANGE TRADED FD T | $2.8M | 1.68% | 16,381 | 增持 |
| 19 | AVUV | AMERICAN CENTY ETF TR | $2.7M | 1.65% | 21,939 | 增持 |
| 20 | NXH | BED BATH & BEYOND INC | $2.4M | 1.47% | 421,102 | 减持 |
| 21 | XRP | BITWISE XRP ETF | $1.8M | 1.08% | 153,726 | 增持 |
| 22 | VOO | VANGUARD INDEX FDS | $1.0M | 0.63% | 1,514 | 减持 |
| 23 | NVDA | NVIDIA CORPORATION | $966,035 | 0.58% | 4,828 | 减持 |
| 24 | NULG | NUSHARES ETF TR | $857,230 | 0.52% | 7,323 | 减持 |
| 25 | AAPL | APPLE INC | $841,459 | 0.51% | 2,908 | 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