Ridgeline Wealth Planning, LLC 13F 持仓 · 2026年Q2
Ridgeline Wealth Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 1.58 亿美元。前几大持仓：SPYM（26.66%）、JPST（12.68%）、DYNF（9.31%）。本季前 25 大持仓中：增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $42.1M | 26.66% | 478,689 | 增持 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $20.0M | 12.68% | 395,728 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $14.7M | 9.31% | 215,984 | 增持 |
| 4 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $13.4M | 8.52% | 272,667 | 增持 |
| 5 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $11.2M | 7.08% | 263,789 | 减持 |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $8.6M | 5.44% | 181,692 | 增持 |
| 7 | QQQ | INVESCO QQQ TR | $6.6M | 4.18% | 8,956 | 减持 |
| 8 | DIVI | FRANKLIN TEMPLETON ETF TR | $5.8M | 3.70% | 136,735 | 减持 |
| 9 | EMXC | ISHARES INC | $3.6M | 2.30% | 35,508 | 减持 |
| 10 | BAI | BLACKROCK ETF TRUST | $2.4M | 1.51% | 45,239 | 增持 |
| 11 | LRCX | LAM RESEARCH CORP | $2.1M | 1.35% | 4,910 | 增持 |
| 12 | MTG | MGIC INVT CORP WIS | $2.0M | 1.29% | 72,233 | 增持 |
| 13 | IVV | ISHARES TR | $1.9M | 1.22% | 2,571 | 减持 |
| 14 | ITA | ISHARES TR | $1.8M | 1.16% | 7,569 | 增持 |
| 15 | VTI | VANGUARD INDEX FDS | $1.4M | 0.91% | 3,877 | 持平 |
| 16 | VCSH | VANGUARD SCOTTSDALE FDS | $1.4M | 0.88% | 17,649 | 增持 |
| 17 | AAPL | APPLE INC | $1.1M | 0.69% | 3,736 | 减持 |
| 18 | BXSL | BLACKSTONE SECD LENDING FD | $1.1M | 0.68% | 45,261 | 减持 |
| 19 | SPDW | SPDR INDEX SHS FDS | $1.0M | 0.66% | 20,580 | 增持 |
| 20 | SPTM | SPDR SERIES TRUST | $987,704 | 0.63% | 10,879 | 持平 |
| 21 | QUAL | ISHARES TR | $933,669 | 0.59% | 4,255 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $899,641 | 0.57% | 4,496 | 减持 |
| 23 | SPHQ | INVESCO EXCHANGE TRADED FD T | $870,907 | 0.55% | 9,666 | 减持 |
| 24 | AMZN | AMAZON COM INC | $851,827 | 0.54% | 3,574 | 增持 |
| 25 | IJR | ISHARES TR | $802,950 | 0.51% | 5,414 | 持平 |
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