Stonehaven Wealth & Tax Solutions, LLC 13F 持仓 · 2026年Q2

Stonehaven Wealth & Tax Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 93 只证券，申报市值合计 1.25 亿美元。前几大持仓：SPYM（9.82%）、BBIN（9.67%）、AGG（6.90%）。本季前 25 大持仓中：增持 20 只、减持 5 只。

排名	代码	公司	市值	占组合	股数	变动
1	SPYM	SPDR SERIES TRUST	$12.3M	9.82%	139,469	增持
2	BBIN	J P MORGAN EXCHANGE TRADED F	$12.1M	9.67%	154,638	增持
3	AGG	ISHARES TR	$8.6M	6.90%	87,059	增持
4	SDVY	FIRST TR EXCHANGE TRADED FD	$7.6M	6.09%	176,353	增持
5	UCON	FIRST TR EXCHNG TRADED FD VI	$6.1M	4.88%	244,917	增持
6	FVD	FIRST TR EXCHANGE-TRADED FD	$5.2M	4.14%	107,361	增持
7	FTCS	FIRST TR EXCHANGE-TRADED FD	$5.0M	4.01%	53,317	增持
8	SPEM	SPDR INDEX SHS FDS	$4.5M	3.63%	87,528	增持
9	LMBS	FIRST TR EXCHANGE-TRADED FD	$3.4M	2.76%	69,256	增持
10	TLT	ISHARES TR	$3.0M	2.40%	34,666	增持
11	VTI	VANGUARD INDEX FDS	$3.0M	2.40%	8,106	增持
12	JPME	J P MORGAN EXCHANGE TRADED F	$2.9M	2.31%	23,200	增持
13	JPSE	J P MORGAN EXCHANGE TRADED F	$2.5M	2.00%	41,525	增持
14	BIBL	NORTHERN LTS FD TR IV	$2.2M	1.78%	38,408	减持
15	CATH	GLOBAL X FDS	$2.2M	1.78%	25,041	减持
16	ACWI	ISHARES TR	$2.0M	1.59%	12,609	减持
17	BNDX	VANGUARD CHARLOTTE FDS	$2.0M	1.57%	40,547	减持
18	GWX	SPDR INDEX SHS FDS	$1.8M	1.41%	40,225	增持
19	SPY	STATE STR SPDR S&P 500 ETF T	$1.8M	1.41%	2,365	增持
20	FMB	FIRST TR EXCH TRADED FD III	$1.5M	1.22%	29,538	增持
21	JQUA	J P MORGAN EXCHANGE TRADED F	$1.5M	1.21%	20,937	减持
22	AAPL	APPLE INC	$1.4M	1.16%	5,005	增持
23	KNG	FIRST TR EXCHANGE-TRADED FD	$1.4M	1.11%	27,321	增持
24	GLD	SPDR GOLD TR	$1.3M	1.07%	3,638	增持
25	GOVT	ISHARES TR	$1.3M	1.00%	55,079	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