Stapp Wealth Management, Pllc 13F 持仓 · 2026年Q2
Stapp Wealth Management, Pllc 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 7,652.59 万美元。前几大持仓：ORR（11.95%）、WCPB（10.73%）、GDE（9.87%）。本季前 25 大持仓中：新建仓 3 只、增持 15 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ORR | EA SERIES TRUST | $9.1M | 11.95% | 251,732 | 增持 |
| 2 | WCPB | NORTHERN LTS FD TR II | $8.2M | 10.73% | 324,040 | 增持 |
| 3 | GDE | WISDOMTREE TR | $7.6M | 9.87% | 123,616 | 增持 |
| 4 | TFPN | TIDAL TRUST II | $7.4M | 9.65% | 234,460 | 增持 |
| 5 | GLDM | WORLD GOLD TR | $5.8M | 7.58% | 73,084 | 增持 |
| 6 | XOP | SPDR SERIES TRUST | $3.6M | 4.72% | 23,425 | 增持 |
| 7 | BOXX | EA SERIES TRUST | $2.8M | 3.66% | 23,903 | 新建仓 |
| 8 | TYA | SIMPLIFY EXCHANGE TRADED FUN | $2.8M | 3.63% | 217,408 | 增持 |
| 9 | RSBA | TIDAL TRUST II | $2.7M | 3.57% | 129,765 | 增持 |
| 10 | RSST | TIDAL TRUST II | $2.5M | 3.28% | 76,873 | 增持 |
| 11 | VABS | VIRTUS ETF TR II | $2.3M | 2.96% | 93,701 | 增持 |
| 12 | DCRE | DOUBLELINE ETF TRUST | $2.2M | 2.91% | 43,034 | 增持 |
| 13 | CLIP | GLOBAL X FDS | $2.2M | 2.86% | 21,787 | 减持 |
| 14 | COWZ | PACER FDS TR | $2.0M | 2.67% | 32,887 | 增持 |
| 15 | XLF | SELECT SECTOR SPDR TR | $1.8M | 2.31% | 32,955 | 减持 |
| 16 | XLB | SELECT SECTOR SPDR TR | $1.8M | 2.30% | 34,637 | 增持 |
| 17 | VDE | VANGUARD WORLD FD | $1.7M | 2.26% | 11,530 | 增持 |
| 18 | XLK | SELECT SECTOR SPDR TR | $1.7M | 2.17% | 8,725 | 新建仓 |
| 19 | XLC | SELECT SECTOR SPDR TR | $1.5M | 1.90% | 13,575 | 新建仓 |
| 20 | DTAN | EA SERIES TRUST | $1.2M | 1.56% | 37,846 | 增持 |
| 21 | SHY | ISHARES TR | $1.1M | 1.44% | 13,377 | 持平 |
| 22 | SGOL | ETFS GOLD TR | $950,742 | 1.24% | 24,869 | 减持 |
| 23 | UTEN | RBB FD INC | $640,427 | 0.84% | 14,825 | 持平 |
| 24 | AEM | AGNICO EAGLE MINES LTD | $577,084 | 0.75% | 3,720 | 持平 |
| 25 | AGI | ALAMOS GOLD INC | $511,047 | 0.67% | 16,844 | 持平 |
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