Shrier Wealth Management, LLC 13F 持仓 · 2026年Q2
Shrier Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 2.96 亿美元。前几大持仓：SGOV（7.82%）、VWO（6.38%）、IEFA（6.32%）。本季前 25 大持仓中：增持 23 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $23.2M | 7.82% | 230,244 | 增持 |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | $18.9M | 6.38% | 316,985 | 增持 |
| 3 | IEFA | ISHARES TR | $18.7M | 6.32% | 194,011 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $15.0M | 5.06% | 174,311 | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $12.2M | 4.10% | 55,832 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $9.3M | 3.14% | 39,282 | 增持 |
| 7 | IJR | ISHARES TR | $8.5M | 2.87% | 57,433 | 增持 |
| 8 | GLD | SPDR GOLD TR | $7.2M | 2.44% | 19,598 | 增持 |
| 9 | SDY | SPDR SERIES TRUST | $6.5M | 2.20% | 42,918 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO | $6.1M | 2.07% | 18,778 | 增持 |
| 11 | WMB | WILLIAMS COS INC | $5.3M | 1.79% | 71,505 | 增持 |
| 12 | ENB | ENBRIDGE INC | $4.6M | 1.54% | 83,995 | 增持 |
| 13 | XOM | EXXON MOBIL CORP | $4.2M | 1.42% | 30,736 | 增持 |
| 14 | PG | PROCTER & GAMBLE CO | $4.1M | 1.39% | 28,080 | 增持 |
| 15 | IAU | ISHARES GOLD TR | $4.1M | 1.38% | 54,136 | 增持 |
| 16 | BAC | BANK OF AMER CORP | $4.1M | 1.37% | 71,409 | 增持 |
| 17 | AAPL | APPLE INC | $4.0M | 1.36% | 13,923 | 减持 |
| 18 | KO | COCA COLA CO | $3.9M | 1.33% | 48,528 | 增持 |
| 19 | WM | WASTE MGMT INC DEL | $4.0M | 1.33% | 17,748 | 增持 |
| 20 | BHP | BHP BILLITON LIMITED | $3.9M | 1.30% | 46,309 | 减持 |
| 21 | GOOG | ALPHABET INC | $3.9M | 1.30% | 10,933 | 增持 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $3.8M | 1.28% | 53,356 | 增持 |
| 23 | NVS | NOVARTIS AG | $3.7M | 1.26% | 23,884 | 增持 |
| 24 | WMT | WALMART INC | $3.4M | 1.13% | 29,616 | 增持 |
| 25 | CVX | CHEVRON CORPORATION | $3.3M | 1.12% | 19,999 | 增持 |
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