Rialto Wealth Management, LLC 13F 持仓 · 2026年Q2
Rialto Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,934 只证券，申报市值合计 5.05 亿美元。前几大持仓：SPTM（7.67%）、IEFA（5.22%）、VOO（5.16%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $38.8M | 7.67% | 427,094 | 增持 |
| 2 | IEFA | ISHARES TR | $26.4M | 5.22% | 272,923 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $26.1M | 5.16% | 37,938 | 增持 |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $22.0M | 4.35% | 278,295 | 减持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $19.1M | 3.77% | 267,585 | 减持 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $18.9M | 3.75% | 320,863 | 减持 |
| 7 | AVDV | AMERICAN CENTY ETF TR | $18.9M | 3.74% | 183,604 | 增持 |
| 8 | VMBS | VANGUARD SCOTTSDALE FDS | $18.5M | 3.67% | 396,019 | 减持 |
| 9 | VBIL | VANGUARD INSTL INDEX FD | $16.4M | 3.25% | 216,777 | 增持 |
| 10 | IVV | ISHARES TR | $13.2M | 2.61% | 17,631 | 增持 |
| 11 | VONE | VANGUARD SCOTTSDALE FDS | $10.1M | 1.99% | 29,688 | 减持 |
| 12 | AVUV | AMERICAN CENTY ETF TR | $8.7M | 1.72% | 69,678 | 增持 |
| 13 | AVMV | AMERICAN CENTY ETF TR | $8.3M | 1.65% | 103,572 | 增持 |
| 14 | VTI | VANGUARD INDEX FDS | $8.2M | 1.61% | 22,046 | 增持 |
| 15 | USRT | ISHARES TR | $7.7M | 1.53% | 116,234 | 增持 |
| 16 | SCHF | SCHWAB STRATEGIC TR | $7.3M | 1.44% | 263,014 | 减持 |
| 17 | DFIC | DIMENSIONAL ETF TRUST | $6.3M | 1.25% | 169,245 | 减持 |
| 18 | VB | VANGUARD INDEX FDS | $6.2M | 1.22% | 20,407 | 减持 |
| 19 | SPHY | SPDR SERIES TRUST | $6.1M | 1.20% | 259,252 | 增持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $5.8M | 1.15% | 7,774 | 持平 |
| 21 | SCHC | SCHWAB STRATEGIC TR | $5.7M | 1.13% | 118,821 | 减持 |
| 22 | VO | VANGUARD INDEX FDS | $5.4M | 1.08% | 67,527 | 增持 |
| 23 | NVDA | NVIDIA CORPORATION | $5.4M | 1.07% | 27,003 | 增持 |
| 24 | AAPL | APPLE INC | $5.3M | 1.05% | 18,283 | 增持 |
| 25 | VSDM | VANGUARD MUN BD FDS | $4.7M | 0.93% | 61,252 | 增持 |
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