Shared Vision Wealth Group LLC 13F 持仓 · 2026年Q2
Shared Vision Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 114 只证券，申报市值合计 2.91 亿美元。前几大持仓：AAPL（17.34%）、IVV（11.18%）、IUSB（7.23%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $50.4M | 17.34% | 174,298 | 增持 |
| 2 | IVV | ISHARES TR | $32.5M | 11.18% | 43,407 | 增持 |
| 3 | IUSB | ISHARES TR | $21.0M | 7.23% | 455,884 | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $17.6M | 6.05% | 23,565 | 增持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $8.2M | 2.83% | 121,023 | 减持 |
| 6 | GOVT | ISHARES TR | $7.9M | 2.72% | 346,706 | 增持 |
| 7 | IVW | ISHARES TR | $7.8M | 2.68% | 56,659 | 减持 |
| 8 | PWZ | INVESCO EXCH TRADED FD TR II | $7.6M | 2.62% | 310,889 | 增持 |
| 9 | SCHF | SCHWAB STRATEGIC TR | $7.0M | 2.39% | 251,098 | 增持 |
| 10 | MBB | ISHARES TR | $6.7M | 2.32% | 71,299 | 增持 |
| 11 | IVE | ISHARES TR | $6.3M | 2.16% | 27,711 | 减持 |
| 12 | AVGO | BROADCOM INC | $4.8M | 1.67% | 12,829 | 减持 |
| 13 | IEMG | ISHARES INC | $4.7M | 1.61% | 56,564 | 减持 |
| 14 | TLH | ISHARES TR | $4.6M | 1.59% | 46,226 | 减持 |
| 15 | EFG | ISHARES TR | $4.3M | 1.47% | 34,468 | 增持 |
| 16 | EFV | ISHARES TR | $4.0M | 1.37% | 52,233 | 减持 |
| 17 | BINC | BLACKROCK ETF TRUST II | $3.8M | 1.32% | 73,521 | 减持 |
| 18 | BAI | BLACKROCK ETF TRUST | $3.5M | 1.19% | 65,784 | 减持 |
| 19 | VTEB | VANGUARD MUN BD FDS | $3.4M | 1.16% | 66,942 | 增持 |
| 20 | IALT | BLACKROCK ETF TRUST | $3.2M | 1.08% | 112,361 | 新建仓 |
| 21 | SCMB | SCHWAB STRATEGIC TR | $3.1M | 1.05% | 118,406 | 增持 |
| 22 | VBR | VANGUARD INDEX FDS | $3.1M | 1.05% | 12,564 | 增持 |
| 23 | OEF | ISHARES TR | $2.9M | 0.99% | 7,864 | 增持 |
| 24 | MTUM | ISHARES TR | $2.8M | 0.98% | 8,281 | 减持 |
| 25 | GGOV | BLACKROCK ETF TRUST II | $2.7M | 0.92% | 53,284 | 新建仓 |
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