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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
1AAUSEA SERIES TRUST$40.8M25.81%682,464减持
2JMBSJANUS DETROIT STR TR$7.7M4.87%170,917减持
3BOXXEA SERIES TRUST$7.0M4.43%59,735增持
4AVUVAMERICAN CENTY ETF TR$6.5M4.11%52,085增持
5PULSPGIM ETF TR$6.2M3.91%124,759减持
6SCHBSCHWAB STRATEGIC TR$5.6M3.52%192,268持平
7VTEIVANGUARD MUN BD FDS$5.0M3.15%49,335减持
8AAEQEA SERIES TRUST$4.8M3.07%91,183减持
9SCHPSCHWAB STRATEGIC TR$4.2M2.68%159,565减持
10SPMBSPDR SERIES TRUST$3.1M1.96%138,610增持
11VTIVANGUARD INDEX FDS$2.9M1.85%7,915增持
12AVDVAMERICAN CENTY ETF TR$2.9M1.82%27,882增持
13VXUSVANGUARD STAR FDS$2.6M1.66%30,729增持
14VMBSVANGUARD SCOTTSDALE FDS$2.6M1.65%55,670减持
15QMOMEA SERIES TRUST$2.4M1.54%30,940持平
16AVUSAMERICAN CENTY ETF TR$2.3M1.45%17,870增持
17VRPINVESCO EXCH TRADED FD TR II$2.2M1.37%89,215减持
18VTPVANGUARD MALVERN FDS$2.1M1.35%27,895新建仓
19AVDEAMERICAN CENTY ETF TR$2.0M1.23%21,865持平
20TSMTAIWAN SEMICONDUCTOR MANUFAC$1.6M1.00%3,312持平
21SCHVSCHWAB STRATEGIC TR$1.6M0.99%44,930持平
22DELLDELL TECHNOLOGIES INC$1.6M0.98%3,595减持
23FNDCSCHWAB STRATEGIC TR$1.5M0.92%29,947减持
24BTTBLACKROCK MUN TARGET TERM TR$1.3M0.85%59,170持平
25RPCRIDGEPOST CAP INC$1.3M0.83%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