Spartan Planning & Wealth Management 13F 持仓 · 2026年Q2
Spartan Planning & Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 1.50 亿美元。前几大持仓：SPTM（10.04%）、NVDA（6.47%）、SPDW（6.22%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $15.1M | 10.04% | 166,207 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $9.7M | 6.47% | 48,552 | 增持 |
| 3 | SPDW | SPDR INDEX SHS FDS | $9.3M | 6.22% | 185,548 | 增持 |
| 4 | AAPL | APPLE INC | $8.9M | 5.93% | 30,802 | 增持 |
| 5 | HEGD | LISTED FDS TR | $8.2M | 5.48% | 308,649 | 增持 |
| 6 | USRT | ISHARES TR | $8.0M | 5.34% | 120,727 | 增持 |
| 7 | TFFI | TIDAL TRUST II | $7.2M | 4.82% | 367,245 | 增持 |
| 8 | TFPN | TIDAL TRUST II | $6.4M | 4.25% | 202,807 | 增持 |
| 9 | GOOGL | ALPHABET INC | $4.1M | 2.74% | 11,535 | 增持 |
| 10 | TBLL | INVESCO EXCH TRADED FD TR II | $3.8M | 2.54% | 36,084 | 减持 |
| 11 | BIL | SPDR SERIES TRUST | $3.8M | 2.53% | 41,418 | 减持 |
| 12 | OPER | ETF SER SOLUTIONS | $3.7M | 2.49% | 37,329 | 减持 |
| 13 | SHV | ISHARES TR | $3.6M | 2.41% | 32,858 | 减持 |
| 14 | IEI | ISHARES TR | $3.5M | 2.31% | 29,542 | 减持 |
| 15 | IEMG | ISHARES INC | $3.5M | 2.31% | 41,846 | 增持 |
| 16 | GBIL | GOLDMAN SACHS ETF TR | $3.3M | 2.19% | 32,816 | 减持 |
| 17 | VTIP | VANGUARD MALVERN FDS | $3.2M | 2.16% | 64,622 | 减持 |
| 18 | GOOG | ALPHABET INC | $3.2M | 2.13% | 9,078 | 增持 |
| 19 | AMZN | AMAZON COM INC | $2.9M | 1.91% | 12,054 | 新建仓 |
| 20 | AVGO | BROADCOM INC | $2.2M | 1.45% | 5,752 | 增持 |
| 21 | LLY | ELI LILLY & CO | $1.8M | 1.19% | 1,490 | 增持 |
| 22 | MU | MICRON TECHNOLOGY INC | $1.6M | 1.10% | 1,428 | 新建仓 |
| 23 | AMD | ADVANCED MICRO DEVICES INC | $1.6M | 1.05% | 2,729 | 增持 |
| 24 | INTC | INTEL CORP | $1.4M | 0.96% | 10,345 | 减持 |
| 25 | SPEM | SPDR INDEX SHS FDS | $1.4M | 0.93% | 27,024 | 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