Strategies Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Strategies Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 202 只证券，申报市值合计 11.18 亿美元。前几大持仓：SPDW（15.39%）、VTV（14.17%）、VUG（12.71%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $172.0M | 15.39% | 3.4M | 减持 |
| 2 | VTV | VANGUARD INDEX FDS | $158.4M | 14.17% | 726,738 | 减持 |
| 3 | VUG | VANGUARD INDEX FDS | $142.1M | 12.71% | 1.6M | 增持 |
| 4 | DGRO | ISHARES TR | $83.9M | 7.50% | 1.1M | 减持 |
| 5 | QUAL | ISHARES TR | $60.8M | 5.44% | 277,042 | 减持 |
| 6 | VBK | VANGUARD INDEX FDS | $45.3M | 4.05% | 123,901 | 减持 |
| 7 | VBR | VANGUARD INDEX FDS | $37.1M | 3.32% | 152,687 | 减持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $29.4M | 2.63% | 431,577 | 增持 |
| 9 | IEFA | ISHARES TR | $27.9M | 2.50% | 289,181 | 减持 |
| 10 | IUSG | ISHARES TR | $25.3M | 2.26% | 134,539 | 减持 |
| 11 | IUSV | ISHARES TR | $21.0M | 1.88% | 191,032 | 减持 |
| 12 | EFA | ISHARES TR | $20.2M | 1.80% | 194,097 | 减持 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $15.3M | 1.37% | 64,655 | 减持 |
| 14 | SPHQ | INVESCO EXCHANGE TRADED FD T | $12.7M | 1.14% | 141,035 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $11.9M | 1.06% | 59,499 | 减持 |
| 16 | VOOG | VANGUARD ADMIRAL FDS INC | $10.1M | 0.91% | 122,642 | 增持 |
| 17 | AMZN | AMAZON COM INC | $9.4M | 0.84% | 39,624 | 减持 |
| 18 | AAPL | APPLE INC | $8.8M | 0.79% | 30,355 | 减持 |
| 19 | BAI | BLACKROCK ETF TRUST | $8.3M | 0.75% | 158,184 | 增持 |
| 20 | SLYG | SPDR SERIES TRUST | $8.3M | 0.74% | 69,785 | 减持 |
| 21 | VOOV | VANGUARD ADMIRAL FDS INC | $6.9M | 0.62% | 31,407 | 增持 |
| 22 | SHM | SPDR SERIES TRUST | $5.7M | 0.51% | 117,928 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $5.4M | 0.48% | 14,393 | 增持 |
| 24 | THRO | BLACKROCK ETF TRUST | $5.4M | 0.48% | 125,029 | 增持 |
| 25 | GOVZ | ISHARES TR | $5.0M | 0.45% | 136,115 | 新建仓 |
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