RKL Wealth Management LLC 13F 持仓 · 2026年Q2
RKL Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 189 只证券，申报市值合计 12.54 亿美元。前几大持仓：IVV（18.88%）、IEFA（9.32%）、IJH（6.84%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $236.9M | 18.88% | 316,312 | 减持 |
| 2 | IEFA | ISHARES TR | $116.9M | 9.32% | 1.2M | 增持 |
| 3 | IJH | ISHARES TR | $85.8M | 6.84% | 1.1M | 减持 |
| 4 | IJR | ISHARES TR | $56.5M | 4.50% | 380,816 | 减持 |
| 5 | SCHX | SCHWAB STRATEGIC TR | $54.1M | 4.31% | 1.8M | 减持 |
| 6 | SPMD | SPDR SERIES TRUST | $48.7M | 3.88% | 720,231 | 增持 |
| 7 | AAPL | APPLE INC | $34.5M | 2.75% | 119,147 | 减持 |
| 8 | SPSM | SPDR SERIES TRUST | $34.2M | 2.73% | 593,853 | 增持 |
| 9 | IEMG | ISHARES INC | $30.2M | 2.40% | 364,138 | 减持 |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $27.9M | 2.23% | 473,445 | 增持 |
| 11 | GOOGL | ALPHABET INC | $26.0M | 2.07% | 72,658 | 减持 |
| 12 | SCHM | SCHWAB STRATEGIC TR | $25.2M | 2.01% | 683,405 | 减持 |
| 13 | MU | MICRON TECHNOLOGY INC | $21.5M | 1.72% | 18,655 | 减持 |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $21.4M | 1.71% | 258,946 | 增持 |
| 15 | SCHG | SCHWAB STRATEGIC TR | $21.2M | 1.69% | 627,716 | 减持 |
| 16 | VMBS | VANGUARD SCOTTSDALE FDS | $19.3M | 1.54% | 412,846 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $18.6M | 1.48% | 49,926 | 增持 |
| 18 | MBB | ISHARES TR | $18.1M | 1.45% | 191,867 | 增持 |
| 19 | SCHA | SCHWAB STRATEGIC TR | $17.4M | 1.39% | 480,896 | 减持 |
| 20 | NVDA | NVIDIA CORPORATION | $16.8M | 1.34% | 84,023 | 减持 |
| 21 | SCHF | SCHWAB STRATEGIC TR | $16.4M | 1.31% | 592,672 | 减持 |
| 22 | JPM | JPMORGAN CHASE & CO | $16.3M | 1.30% | 49,728 | 减持 |
| 23 | AMZN | AMAZON COM INC | $15.5M | 1.24% | 65,240 | 增持 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $12.5M | 1.00% | 13,347 | 减持 |
| 25 | AGZ | ISHARES TR | $8.1M | 0.65% | 74,091 | 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