Richard W. Paul & Associates, LLC 13F 持仓 · 2026年Q2
Richard W. Paul & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 319 只证券，申报市值合计 3.27 亿美元。前几大持仓：IUSV（6.22%）、IUSG（5.79%）、TLT（3.54%）。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 | IUSV | ISHARES TR | $20.3M | 6.22% | 184,588 | 增持 |
| 2 | IUSG | ISHARES TR | $18.9M | 5.79% | 100,700 | 减持 |
| 3 | TLT | ISHARES TR | $11.6M | 3.54% | 134,132 | 减持 |
| 4 | JPIE | J P MORGAN EXCHANGE TRADED F | $11.4M | 3.49% | 247,862 | 增持 |
| 5 | IEFA | ISHARES TR | $11.3M | 3.47% | 117,424 | 增持 |
| 6 | IJR | ISHARES TR | $10.4M | 3.17% | 69,807 | 增持 |
| 7 | BOND | PIMCO ETF TR | $10.3M | 3.14% | 111,468 | 增持 |
| 8 | PYLD | PIMCO ETF TR | $9.9M | 3.04% | 374,816 | 增持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $8.4M | 2.57% | 39,568 | 增持 |
| 10 | QQQ | INVESCO QQQ TR | $8.2M | 2.49% | 11,069 | 减持 |
| 11 | EFA | ISHARES TR | $7.6M | 2.32% | 72,892 | 增持 |
| 12 | IEMG | ISHARES INC | $7.0M | 2.14% | 84,321 | 增持 |
| 13 | FESM | FIDELITY COVINGTON TRUST | $6.7M | 2.05% | 139,079 | 减持 |
| 14 | AAPL | APPLE INC | $5.2M | 1.60% | 18,102 | 减持 |
| 15 | IVV | ISHARES TR | $4.8M | 1.47% | 6,399 | 增持 |
| 16 | FBND | FIDELITY MERRIMACK STR TR | $4.5M | 1.37% | 98,755 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $4.4M | 1.35% | 11,839 | 增持 |
| 18 | IUSB | ISHARES TR | $4.2M | 1.29% | 91,544 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $3.9M | 1.19% | 19,388 | 减持 |
| 20 | SCZ | ISHARES TR | $3.9M | 1.18% | 46,878 | 增持 |
| 21 | EEM | ISHARES TR | $3.8M | 1.16% | 55,443 | 减持 |
| 22 | IJH | ISHARES TR | $3.7M | 1.12% | 47,623 | 减持 |
| 23 | VYMI | VANGUARD WHITEHALL FDS | $3.3M | 1.01% | 33,727 | 减持 |
| 24 | IAGG | ISHARES TR | $2.8M | 0.86% | 55,552 | 增持 |
| 25 | MU | MICRON TECHNOLOGY INC | $2.6M | 0.80% | 2,257 | 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