Reston Wealth Management LLC 13F 持仓 · 2026年Q2
Reston Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 3.71 亿美元。前几大持仓：FNDX（19.83%）、SPYG（19.64%）、FENI（11.87%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | $73.6M | 19.83% | 2.4M | 增持 |
| 2 | SPYG | SPDR SERIES TRUST | $72.8M | 19.64% | 612,211 | 减持 |
| 3 | FENI | FIDELITY COVINGTON TRUST | $44.0M | 11.87% | 1.1M | 增持 |
| 4 | SPAB | SPDR SERIES TRUST | $34.4M | 9.26% | 1.3M | 增持 |
| 5 | SMLF | ISHARES TR | $23.6M | 6.36% | 264,869 | 减持 |
| 6 | SPMD | SPDR SERIES TRUST | $23.3M | 6.28% | 344,616 | 增持 |
| 7 | SPDW | SPDR INDEX SHS FDS | $16.7M | 4.51% | 331,834 | 增持 |
| 8 | SPYV | SPDR SERIES TRUST | $12.7M | 3.43% | 209,182 | 增持 |
| 9 | SCHZ | SCHWAB STRATEGIC TR | $10.5M | 2.84% | 454,858 | 增持 |
| 10 | FNDA | SCHWAB STRATEGIC TR | $7.4M | 2.01% | 195,627 | 增持 |
| 11 | SCHM | SCHWAB STRATEGIC TR | $7.0M | 1.89% | 189,848 | 增持 |
| 12 | SCHF | SCHWAB STRATEGIC TR | $2.7M | 0.72% | 96,670 | 增持 |
| 13 | SCZ | ISHARES TR | $2.7M | 0.72% | 32,366 | 增持 |
| 14 | BND | VANGUARD BD INDEX FDS | $2.5M | 0.66% | 33,411 | 减持 |
| 15 | SCHG | SCHWAB STRATEGIC TR | $2.4M | 0.65% | 71,191 | 减持 |
| 16 | GOOG | ALPHABET INC | $2.2M | 0.59% | 6,202 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $2.2M | 0.59% | 5,870 | 增持 |
| 18 | RPG | INVESCO EXCHANGE TRADED FD T | $2.2M | 0.59% | 34,003 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $2.0M | 0.54% | 9,996 | 减持 |
| 20 | AAPL | APPLE INC | $1.9M | 0.52% | 6,680 | 减持 |
| 21 | GOOGL | ALPHABET INC | $1.8M | 0.49% | 5,059 | 减持 |
| 22 | LLY | ELI LILLY & CO | $1.3M | 0.35% | 1,092 | 增持 |
| 23 | IWF | ISHARES TR | $1.2M | 0.33% | 9,819 | 增持 |
| 24 | EFA | ISHARES TR | $1.1M | 0.29% | 10,437 | 增持 |
| 25 | AMAT | APPLIED MATLS INC | $1.0M | 0.27% | 1,402 | 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