Tailwinds Wealth, LLC 13F 持仓 · 2026年Q2
Tailwinds Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 89 只证券,申报市值合计 1.69 亿美元。前几大持仓:SPYM(12.57%)、VEA(7.03%)、ACIO(5.51%)。本季前 25 大持仓中:新建仓 12 只、增持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $21.3M | 12.57% | 242,040 | 新建仓 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $11.9M | 7.03% | 167,051 | 增持 |
| 3 | ACIO | ETF SER SOLUTIONS | $9.3M | 5.51% | 202,141 | 增持 |
| 4 | BKAG | BNY MELLON ETF TRUST | $8.0M | 4.71% | 189,927 | 增持 |
| 5 | DRSK | ETF SER SOLUTIONS | $5.9M | 3.46% | 203,643 | 新建仓 |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $5.3M | 3.13% | 24,927 | 新建仓 |
| 7 | NVDA | NVIDIA CORPORATION | $4.8M | 2.85% | 24,144 | 增持 |
| 8 | AAPL | APPLE INC | $4.5M | 2.65% | 15,505 | 增持 |
| 9 | UPSD | ETF SER SOLUTIONS | $4.2M | 2.47% | 148,361 | 新建仓 |
| 10 | DMBS | DOUBLELINE ETF TRUST | $3.7M | 2.21% | 76,288 | 增持 |
| 11 | VB | VANGUARD INDEX FDS | $3.5M | 2.04% | 11,413 | 新建仓 |
| 12 | OSCV | ETF SER SOLUTIONS | $3.3M | 1.97% | 79,140 | 新建仓 |
| 13 | ADME | ETF SER SOLUTIONS | $3.1M | 1.85% | 56,363 | 新建仓 |
| 14 | MSFT | MICROSOFT CORP | $3.0M | 1.78% | 8,061 | 增持 |
| 15 | FRDM | EA SERIES TRUST | $2.8M | 1.67% | 38,706 | 增持 |
| 16 | AMZN | AMAZON COM INC | $2.8M | 1.64% | 11,677 | 增持 |
| 17 | DUBS | ETF SER SOLUTIONS | $2.7M | 1.57% | 63,907 | 新建仓 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $2.7M | 1.57% | 44,447 | 增持 |
| 19 | IDUB | ETF SER SOLUTIONS | $2.6M | 1.55% | 95,619 | 新建仓 |
| 20 | AVGO | BROADCOM INC | $2.5M | 1.45% | 6,517 | 增持 |
| 21 | JUCY | ETF SER SOLUTIONS | $2.4M | 1.40% | 107,674 | 新建仓 |
| 22 | GOOGL | ALPHABET INC | $2.3M | 1.35% | 6,400 | 增持 |
| 23 | QQQM | INVESCO EXCH TRADED FD TR II | $2.1M | 1.24% | 6,952 | 新建仓 |
| 24 | SCHP | SCHWAB STRATEGIC TR | $2.1M | 1.24% | 78,969 | 新建仓 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $2.0M | 1.17% | 3,422 | 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