Schneider Downs Wealth Management Advisors, LP 13F 持仓 · 2026年Q2
Schneider Downs Wealth Management Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 10.64 亿美元。前几大持仓：FHI（18.43%）、SPDW（8.63%）、VO（7.60%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FHI | FEDERATED HERMES INC | $196.1M | 18.43% | 3.6M | 增持 |
| 2 | SPDW | SPDR INDEX SHS FDS | $91.8M | 8.63% | 1.8M | 增持 |
| 3 | VO | VANGUARD INDEX FDS | $80.9M | 7.60% | 1.0M | 增持 |
| 4 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $64.8M | 6.09% | 2.7M | 增持 |
| 5 | SCHG | SCHWAB STRATEGIC TR | $56.9M | 5.34% | 1.7M | 增持 |
| 6 | IEMG | ISHARES INC | $54.1M | 5.08% | 652,670 | 增持 |
| 7 | SCHX | SCHWAB STRATEGIC TR | $42.2M | 3.97% | 1.4M | 增持 |
| 8 | MUB | ISHARES TR | $41.2M | 3.87% | 382,510 | 增持 |
| 9 | VNLA | JANUS DETROIT STR TR | $32.7M | 3.07% | 669,210 | 增持 |
| 10 | IJT | ISHARES TR | $30.3M | 2.84% | 169,475 | 增持 |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | $24.6M | 2.31% | 533,150 | 增持 |
| 12 | IWF | ISHARES TR | $20.7M | 1.94% | 166,537 | 增持 |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $17.1M | 1.61% | 376,993 | 增持 |
| 14 | SCHM | SCHWAB STRATEGIC TR | $16.7M | 1.57% | 451,823 | 减持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $16.0M | 1.51% | 224,996 | 增持 |
| 16 | VOO | VANGUARD INDEX FDS | $15.2M | 1.43% | 22,119 | 减持 |
| 17 | FTRB | FEDERATED HERMES ETF TRUST | $14.5M | 1.36% | 578,474 | 增持 |
| 18 | IJR | ISHARES TR | $14.4M | 1.36% | 97,291 | 减持 |
| 19 | VBK | VANGUARD INDEX FDS | $12.1M | 1.14% | 33,134 | 减持 |
| 20 | AAPL | APPLE INC | $10.6M | 1.00% | 36,791 | 增持 |
| 21 | SCHV | SCHWAB STRATEGIC TR | $9.9M | 0.93% | 285,387 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $9.5M | 0.89% | 25,438 | 增持 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $8.4M | 0.79% | 11,195 | 减持 |
| 24 | IWR | ISHARES TR | $8.2M | 0.77% | 74,389 | 减持 |
| 25 | VTEB | VANGUARD MUN BD FDS | $7.1M | 0.67% | 141,089 | 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