Seven Springs Wealth Group, LLC 13F 持仓 · 2026年Q2
Seven Springs Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 85 只证券，申报市值合计 4.58 亿美元。前几大持仓：DGRO（19.59%）、ISTB（12.05%）、CI（7.48%）。本季前 25 大持仓中：增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $89.7M | 19.59% | 1.2M | 增持 |
| 2 | ISTB | ISHARES TR | $55.2M | 12.05% | 1.1M | 减持 |
| 3 | CI | THE CIGNA GROUP | $34.3M | 7.48% | 124,246 | 持平 |
| 4 | FNDF | SCHWAB STRATEGIC TR | $27.9M | 6.10% | 529,390 | 增持 |
| 5 | IBDU | ISHARES TR | $26.9M | 5.87% | 1.2M | 减持 |
| 6 | IBDX | ISHARES TR | $26.8M | 5.86% | 1.1M | 增持 |
| 7 | FNDE | SCHWAB STRATEGIC TR | $23.9M | 5.21% | 601,701 | 增持 |
| 8 | FNDA | SCHWAB STRATEGIC TR | $22.8M | 4.97% | 598,617 | 增持 |
| 9 | IUSG | ISHARES TR | $13.6M | 2.97% | 72,304 | 增持 |
| 10 | AVDV | AMERICAN CENTY ETF TR | $12.9M | 2.82% | 125,353 | 增持 |
| 11 | VCLT | VANGUARD SCOTTSDALE FDS | $11.5M | 2.51% | 152,727 | 减持 |
| 12 | SPDW | SPDR INDEX SHS FDS | $8.8M | 1.93% | 175,316 | 减持 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $8.5M | 1.85% | 142,154 | 减持 |
| 14 | GOOGL | ALPHABET INC | $7.2M | 1.58% | 20,249 | 减持 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $6.4M | 1.40% | 27,175 | 减持 |
| 16 | IVV | ISHARES TR | $6.0M | 1.32% | 8,078 | 减持 |
| 17 | DUK | DUKE ENERGY CORP NEW | $5.4M | 1.18% | 42,526 | 增持 |
| 18 | AMZN | AMAZON COM INC | $4.7M | 1.03% | 19,848 | 减持 |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $4.7M | 1.02% | 110,632 | 增持 |
| 20 | BAC-PL | BANK OF AMER CORP | $4.6M | 1.00% | 3,644 | 增持 |
| 21 | WFC/PRL | WELLS FARGO & CO | $4.2M | 0.92% | 3,628 | 增持 |
| 22 | AAPL | APPLE INC | $4.2M | 0.91% | 14,365 | 增持 |
| 23 | SCHC | SCHWAB STRATEGIC TR | $3.8M | 0.84% | 79,814 | 减持 |
| 24 | XLK | SELECT SECTOR SPDR TR | $3.6M | 0.79% | 19,024 | 持平 |
| 25 | DFIV | DIMENSIONAL ETF TRUST | $2.0M | 0.44% | 37,585 | 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