Smith Partners Wealth Management, LLC 13F 持仓 · 2026年Q2
Smith Partners Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 1.26 亿美元。前几大持仓：VUG（10.48%）、VOO（10.21%）、IEFA（9.14%）。本季前 25 大持仓中：增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $13.2M | 10.48% | 153,091 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $12.8M | 10.21% | 18,702 | 增持 |
| 3 | IEFA | ISHARES TR | $11.5M | 9.14% | 118,994 | 增持 |
| 4 | MUNI | PIMCO ETF TR | $8.4M | 6.65% | 159,128 | 增持 |
| 5 | VO | VANGUARD INDEX FDS | $8.2M | 6.52% | 101,775 | 增持 |
| 6 | SPYV | SPDR SERIES TRUST | $5.3M | 4.20% | 86,876 | 增持 |
| 7 | VB | VANGUARD INDEX FDS | $4.8M | 3.83% | 15,900 | 减持 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $4.0M | 3.17% | 16,875 | 减持 |
| 9 | AAPL | APPLE INC | $3.8M | 3.03% | 13,190 | 持平 |
| 10 | VIGI | VANGUARD WHITEHALL FDS | $3.6M | 2.84% | 38,210 | 减持 |
| 11 | FLTR | VANECK ETF TRUST | $2.8M | 2.25% | 110,369 | 增持 |
| 12 | SGOV | ISHARES TR | $2.7M | 2.19% | 27,315 | 减持 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $2.6M | 2.10% | 44,341 | 减持 |
| 14 | VTV | VANGUARD INDEX FDS | $2.6M | 2.08% | 11,989 | 减持 |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $2.3M | 1.85% | 28,314 | 增持 |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $2.1M | 1.70% | 25,877 | 增持 |
| 17 | PMBS | PIMCO ETF TR | $2.1M | 1.67% | 42,428 | 增持 |
| 18 | EFA | ISHARES TR | $1.9M | 1.51% | 18,336 | 减持 |
| 19 | SCHE | SCHWAB STRATEGIC TR | $1.8M | 1.43% | 49,613 | 增持 |
| 20 | SMMU | PIMCO ETF TR | $1.7M | 1.31% | 32,712 | 增持 |
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | $1.5M | 1.23% | 18,477 | 减持 |
| 22 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 1.21% | 47,856 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $1.4M | 1.13% | 3,816 | 持平 |
| 24 | BIV | VANGUARD BD INDEX FDS | $1.3M | 1.07% | 17,482 | 减持 |
| 25 | IJH | ISHARES TR | $1.3M | 1.05% | 17,079 | 减持 |
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