Roger Wittlin Investment Advisory, LLC 13F 持仓 · 2026年Q2
Roger Wittlin Investment Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 1.27 亿美元。前几大持仓：VTI（20.57%）、IVV（16.21%）、ITOT（11.82%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $26.2M | 20.57% | 70,742 | 减持 |
| 2 | IVV | ISHARES TR | $20.6M | 16.21% | 27,557 | 减持 |
| 3 | ITOT | ISHARES TR | $15.0M | 11.82% | 91,607 | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $7.9M | 6.21% | 10,577 | 减持 |
| 5 | VXUS | VANGUARD STAR FDS | $6.4M | 5.06% | 75,348 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $4.9M | 3.81% | 6,592 | 减持 |
| 7 | VO | VANGUARD INDEX FDS | $4.7M | 3.67% | 58,010 | 增持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $3.4M | 2.68% | 117,806 | 减持 |
| 9 | IAU | ISHARES GOLD TR | $3.3M | 2.62% | 44,131 | 增持 |
| 10 | BOND | PIMCO ETF TR | $3.3M | 2.59% | 35,759 | 增持 |
| 11 | VLU | SPDR SERIES TRUST | $3.1M | 2.43% | 12,976 | 减持 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $3.0M | 2.37% | 14,160 | 减持 |
| 13 | LONZ | PIMCO ETF TR | $3.0M | 2.36% | 60,842 | 减持 |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | $2.0M | 1.61% | 12,687 | 增持 |
| 15 | IEFA | ISHARES TR | $1.8M | 1.38% | 18,193 | 减持 |
| 16 | GLD | SPDR GOLD TR | $1.6M | 1.27% | 4,399 | 增持 |
| 17 | BND | VANGUARD BD INDEX FDS | $1.3M | 1.04% | 18,107 | 减持 |
| 18 | SDY | SPDR SERIES TRUST | $1.1M | 0.89% | 7,403 | 减持 |
| 19 | MINT | PIMCO ETF TR | $1.1M | 0.87% | 10,940 | 减持 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $1.1M | 0.86% | 4,639 | 增持 |
| 21 | PYLD | PIMCO ETF TR | $1.1M | 0.85% | 40,920 | 增持 |
| 22 | VOO | VANGUARD INDEX FDS | $1.0M | 0.80% | 1,475 | 减持 |
| 23 | IEMG | ISHARES INC | $972,443 | 0.76% | 11,738 | 新建仓 |
| 24 | VGK | VANGUARD INTL EQUITY INDEX F | $927,073 | 0.73% | 10,470 | 减持 |
| 25 | LQD | ISHARES TR | $758,265 | 0.60% | 6,952 | 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