Stillwater Wealth Management Group 13F 持仓 · 2026年Q1
Stillwater Wealth Management Group 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 77 只证券，申报市值合计 1.62 亿美元。前几大持仓：AAPL（4.15%）、DIVO（3.86%）、DGRO（3.57%）。本季前 25 大持仓中：增持 23 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $6.7M | 4.15% | 26,441 | 增持 |
| 2 | DIVO | AMPLIFY ETF TR | $6.2M | 3.86% | 139,138 | 增持 |
| 3 | DGRO | ISHARES TR | $5.8M | 3.57% | 82,297 | 增持 |
| 4 | QUAL | ISHARES TR | $5.7M | 3.51% | 29,610 | 增持 |
| 5 | AVGO | BROADCOM INC | $5.2M | 3.23% | 16,891 | 增持 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $5.2M | 3.20% | 5,193 | 增持 |
| 7 | QQQ | INVESCO QQQ TR | $5.1M | 3.17% | 8,876 | 增持 |
| 8 | QDPL | PACER FDS TR | $5.0M | 3.12% | 125,780 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $5.0M | 3.07% | 28,522 | 增持 |
| 10 | LLY | ELI LILLY & CO | $4.8M | 2.95% | 5,189 | 增持 |
| 11 | WMT | WALMART INC | $4.7M | 2.91% | 37,865 | 增持 |
| 12 | GOOG | ALPHABET INC | $4.6M | 2.84% | 16,002 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $4.6M | 2.83% | 15,547 | 增持 |
| 14 | XOM | EXXON MOBIL CORP | $4.6M | 2.81% | 26,842 | 增持 |
| 15 | FNDX | SCHWAB STRATEGIC TR | $4.4M | 2.70% | 156,852 | 增持 |
| 16 | ABBV | ABBVIE INC | $4.2M | 2.58% | 19,200 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $4.1M | 2.55% | 11,161 | 增持 |
| 18 | AMZN | AMAZON COM INC | $4.1M | 2.53% | 19,637 | 增持 |
| 19 | WM | WASTE MGMT INC DEL | $3.8M | 2.38% | 16,754 | 增持 |
| 20 | TJX | TJX COS INC NEW | $3.8M | 2.34% | 23,732 | 增持 |
| 21 | MCD | MCDONALDS CORP | $3.6M | 2.22% | 11,579 | 增持 |
| 22 | COWZ | PACER FDS TR | $2.9M | 1.81% | 46,752 | 增持 |
| 23 | LMT | LOCKHEED MARTIN CORP | $2.9M | 1.78% | 4,760 | 增持 |
| 24 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.69% | 49,206 | 增持 |
| 25 | V | VISA INC | $2.7M | 1.68% | 9,012 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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