Stillwater Private Wealth, LLC 13F 持仓 · 2026年Q2

Stillwater Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 1.53 亿美元。前几大持仓：SPYM（14.16%）、BOXX（9.50%）、QVAL（6.90%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 12 只。

排名	代码	公司	市值	占组合	股数	变动
1	SPYM	STATE STREET SPDR PORTFOLIO S&P 500	$21.7M	14.16%	238,989	增持
2	BOXX	ALPHA ARCHITECT 1-3 MONTH BOX ETF	$14.6M	9.50%	123,714	增持
3	QVAL	ALPHA ARCHITECT US QUANTITATIVE VAL	$10.6M	6.90%	175,036	增持
4	XMMO	INVESCO S&P MIDCAP MOMENTUM ETF	$7.8M	5.11%	47,959	增持
5	CAOS	ALPHA ARCHITECT TAIL RISK ETF	$7.2M	4.69%	79,613	增持
6	HIDE	ALPHA ARCHITECT HIGH INFLATION & DE	$7.0M	4.59%	287,694	增持
7	WTMF	WISDOMTREE MANAGED FUTURES STRATEGY	$7.0M	4.56%	168,608	新建仓
8	SCHR	SCHWAB INTERMEDIATE-TERM US TREASUR	$6.9M	4.47%	280,763	增持
9	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$5.9M	3.85%	80,572	增持
10	SCHB	SCHWAB U.S. BROAD MARKET ETF	$5.0M	3.26%	167,332	减持
11	SCHX	SCHWAB U.S. LARGE-CAP ETF	$3.7M	2.40%	120,934	减持
12	SGOL	ABRDN PHYSICAL GOLD SHARES ETF	$3.4M	2.21%	80,701	减持
13	FRDM	FREEDOM 100 EMERGING MARKETS ETF	$3.1M	2.05%	46,237	增持
14	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	$2.3M	1.49%	64,177	减持
15	MOAT	VANECK MORNINGSTAR WIDE MOAT ETF	$2.3M	1.48%	20,161	减持
16	IDMO	INVESCO S&P INTERNATIONAL DEVELOPED	$2.3M	1.47%	35,696	新建仓
17	DFIV	DIMENSIONAL INTERNATIONAL VALUE ETF	$2.2M	1.44%	38,137	新建仓
18	AAPL	APPLE INC COM	$2.0M	1.32%	6,686	增持
19	RSP	INVESCO S&P 500 EQUAL WEIGHT ETF	$1.9M	1.23%	8,543	减持
20	MOOD	RELATIVE SENTIMENT TACTICAL ALLOCAT	$1.7M	1.09%	37,794	减持
21	SCHV	SCHWAB U.S. LARGE-CAP VALUE ETF	$1.6M	1.08%	46,892	减持
22	TIP	ISHARES TIPS BOND ETF	$1.5M	0.98%	14,098	减持
23	STIP	ISHARES 0-5 YEAR TIPS BOND ETF	$1.4M	0.92%	14,005	减持
24	VT	VANGUARD TOTAL WORLD STOCK ETF	$1.4M	0.92%	8,713	减持
25	AMZN	AMAZON COM INC COM	$1.3M	0.86%	4,925	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