Strategic Wealth Investment Group, LLC 13F 持仓 · 2026年Q2
Strategic Wealth Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 104 只证券，申报市值合计 8.25 亿美元。前几大持仓：SPTI（7.77%）、VCIT（6.32%）、BCUS（4.67%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPTI | SPDR SERIES TRUST | $64.1M | 7.77% | 2.3M | 增持 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $52.2M | 6.32% | 631,125 | 增持 |
| 3 | BCUS | EXCHANGE LISTED FDS TR | $38.5M | 4.67% | 1.0M | 减持 |
| 4 | AMZN | AMAZON COM INC | $29.0M | 3.52% | 121,847 | 减持 |
| 5 | AAPL | APPLE INC | $26.9M | 3.26% | 92,998 | 减持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $25.6M | 3.11% | 34,300 | 减持 |
| 7 | AVGO | BROADCOM INC | $24.2M | 2.93% | 64,070 | 减持 |
| 8 | SPTL | SPDR SERIES TRUST | $22.6M | 2.74% | 860,439 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $21.6M | 2.62% | 108,010 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $20.9M | 2.54% | 63,927 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $20.2M | 2.45% | 54,215 | 减持 |
| 12 | GLD | SPDR GOLD TR | $19.6M | 2.38% | 53,252 | 增持 |
| 13 | BCIL | EXCHANGE LISTED FDS TR | $18.1M | 2.20% | 604,250 | 增持 |
| 14 | META | META PLATFORMS INC | $17.9M | 2.17% | 31,747 | 减持 |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $16.9M | 2.05% | 202,266 | 增持 |
| 16 | GOOGL | ALPHABET INC | $16.7M | 2.03% | 46,826 | 减持 |
| 17 | TMO | THERMO FISHER SCIENTIFIC INC | $16.0M | 1.94% | 31,916 | 减持 |
| 18 | GS | GOLDMAN SACHS GROUP INC | $15.0M | 1.81% | 14,800 | 减持 |
| 19 | HUBB | HUBBELL INC | $13.7M | 1.66% | 26,154 | 减持 |
| 20 | LLY | ELI LILLY & CO | $12.7M | 1.54% | 10,568 | 减持 |
| 21 | NEE | NEXTERA ENERGY INC | $12.5M | 1.51% | 142,330 | 新建仓 |
| 22 | V | VISA INC | $12.5M | 1.51% | 36,394 | 减持 |
| 23 | JNJ | JOHNSON & JOHNSON | $12.2M | 1.48% | 48,023 | 减持 |
| 24 | VYMI | VANGUARD WHITEHALL FDS | $12.1M | 1.47% | 123,648 | 减持 |
| 25 | BIL | SPDR SERIES TRUST | $12.0M | 1.46% | 131,216 | 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