Solutions 4 Wealth, Ltd 13F 持仓 · 2026年Q2

Name: Solutions 4 Wealth 13F 持仓 2026年Q2：58 只证券、7,747 万美元
Creator: ko.io

Solutions 4 Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 7,747.33 万美元。前几大持仓：VVR（10.48%）、WTPI（10.18%）、QYLD（8.21%）。本季前 25 大持仓中：增持 15 只、减持 9 只。

排名	代码	公司	市值	占组合	股数	变动
1	VVR	INVESCO SR INCOME TR	$8.1M	10.48%	2.7M	减持
2	WTPI	WISDOMTREE TR	$7.9M	10.18%	240,518	增持
3	QYLD	GLOBAL X FDS	$6.4M	8.21%	344,995	增持
4	XLK	SELECT SECTOR SPDR TR	$4.6M	5.98%	24,333	增持
5	AAPL	APPLE INC	$3.4M	4.44%	11,878	增持
6	JEPI	J P MORGAN EXCHANGE TRADED F	$3.4M	4.33%	59,336	增持
7	AIQ	GLOBAL X FDS	$3.2M	4.11%	48,494	减持
8	FNX	FIRST TR EXCHANGE-TRADED ALP	$3.2M	4.09%	21,656	减持
9	XMHQ	INVESCO EXCHANGE TRADED FD T	$2.5M	3.24%	22,223	增持
10	SCYB	SCHWAB STRATEGIC TR	$2.1M	2.73%	80,816	增持
11	VONG	VANGUARD SCOTTSDALE FDS	$2.0M	2.54%	15,390	增持
12	ROBO	EXCHANGE TRADED CONCEPTS TRU	$1.8M	2.33%	21,030	增持
13	PWV	INVESCO EXCHANGE TRADED FD T	$1.8M	2.28%	23,299	增持
14	NVS	NOVARTIS AG	$1.6M	2.03%	10,026	减持
15	SLYG	SPDR SERIES TRUST	$1.6M	2.02%	13,125	增持
16	CIBR	FIRST TR EXCHANGE-TRADED FD	$1.5M	1.99%	17,197	减持
17	IHAK	ISHARES TR	$1.3M	1.70%	21,712	增持
18	NUKZ	EXCHANGE TRADED CONCEPTS TRU	$1.3M	1.65%	18,710	减持
19	XMVM	INVESCO EXCHANGE TRADED FD T	$1.2M	1.59%	17,419	增持
20	DTCR	GLOBAL X FDS	$1.2M	1.52%	38,810	减持
21	DFSD	DIMENSIONAL ETF TRUST	$1.1M	1.37%	22,292	减持
22	RYLD	GLOBAL X FDS	$1.0M	1.31%	63,461	增持
23	GRID	FIRST TR EXCHANGE-TRADED FD	$851,936	1.10%	4,443	减持
24	SBSI	SOUTHSIDE BANCSHARES INC	$853,076	1.10%	24,242	持平
25	VTI	VANGUARD INDEX FDS	$846,315	1.09%	2,287	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