Seed Wealth Management, Inc. 13F 持仓 · 2026年Q2
Seed Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 100 只证券,申报市值合计 1.58 亿美元。前几大持仓:AAUS(25.81%)、JMBS(4.87%)、BOXX(4.43%)。本季前 25 大持仓中:新建仓 1 只、增持 7 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAUS | EA SERIES TRUST | $40.8M | 25.81% | 682,464 | 减持 |
| 2 | JMBS | JANUS DETROIT STR TR | $7.7M | 4.87% | 170,917 | 减持 |
| 3 | BOXX | EA SERIES TRUST | $7.0M | 4.43% | 59,735 | 增持 |
| 4 | AVUV | AMERICAN CENTY ETF TR | $6.5M | 4.11% | 52,085 | 增持 |
| 5 | PULS | PGIM ETF TR | $6.2M | 3.91% | 124,759 | 减持 |
| 6 | SCHB | SCHWAB STRATEGIC TR | $5.6M | 3.52% | 192,268 | 持平 |
| 7 | VTEI | VANGUARD MUN BD FDS | $5.0M | 3.15% | 49,335 | 减持 |
| 8 | AAEQ | EA SERIES TRUST | $4.8M | 3.07% | 91,183 | 减持 |
| 9 | SCHP | SCHWAB STRATEGIC TR | $4.2M | 2.68% | 159,565 | 减持 |
| 10 | SPMB | SPDR SERIES TRUST | $3.1M | 1.96% | 138,610 | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $2.9M | 1.85% | 7,915 | 增持 |
| 12 | AVDV | AMERICAN CENTY ETF TR | $2.9M | 1.82% | 27,882 | 增持 |
| 13 | VXUS | VANGUARD STAR FDS | $2.6M | 1.66% | 30,729 | 增持 |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $2.6M | 1.65% | 55,670 | 减持 |
| 15 | QMOM | EA SERIES TRUST | $2.4M | 1.54% | 30,940 | 持平 |
| 16 | AVUS | AMERICAN CENTY ETF TR | $2.3M | 1.45% | 17,870 | 增持 |
| 17 | VRP | INVESCO EXCH TRADED FD TR II | $2.2M | 1.37% | 89,215 | 减持 |
| 18 | VTP | VANGUARD MALVERN FDS | $2.1M | 1.35% | 27,895 | 新建仓 |
| 19 | AVDE | AMERICAN CENTY ETF TR | $2.0M | 1.23% | 21,865 | 持平 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.6M | 1.00% | 3,312 | 持平 |
| 21 | SCHV | SCHWAB STRATEGIC TR | $1.6M | 0.99% | 44,930 | 持平 |
| 22 | DELL | DELL TECHNOLOGIES INC | $1.6M | 0.98% | 3,595 | 减持 |
| 23 | FNDC | SCHWAB STRATEGIC TR | $1.5M | 0.92% | 29,947 | 减持 |
| 24 | BTT | BLACKROCK MUN TARGET TERM TR | $1.3M | 0.85% | 59,170 | 持平 |
| 25 | RPC | RIDGEPOST CAP INC | $1.3M | 0.83% | 166,893 | 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