Talisman Wealth Advisors LLC 13F 持仓 · 2026年Q2
Talisman Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 1.34 亿美元。前几大持仓：PICK（8.30%）、BND（6.63%）、IWF（5.86%）。本季前 25 大持仓中：新建仓 9 只、增持 10 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PICK | ISHARES INC | $11.2M | 8.30% | 146,346 | 新建仓 |
| 2 | BND | VANGUARD BD INDEX FDS | $8.9M | 6.63% | 59,293 | 新建仓 |
| 3 | IWF | ISHARES TR | $7.9M | 5.86% | 63,410 | 增持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $7.0M | 5.23% | 221,635 | 新建仓 |
| 5 | VTI | VANGUARD INDEX FDS | $6.0M | 4.43% | 16,090 | 增持 |
| 6 | AAPL | APPLE INC | $4.3M | 3.21% | 14,919 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $4.2M | 3.12% | 20,986 | 增持 |
| 8 | IUSB | ISHARES TR | $3.8M | 2.81% | 81,828 | 增持 |
| 9 | JNJ | JOHNSON & JOHNSON | $3.3M | 2.47% | 13,061 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $3.2M | 2.39% | 8,604 | 减持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 2.02% | 38,139 | 减持 |
| 12 | IVV | ISHARES TR | $2.5M | 1.82% | 3,276 | 增持 |
| 13 | EEM | ISHARES TR | $2.3M | 1.70% | 13,889 | 新建仓 |
| 14 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.66% | 6,836 | 增持 |
| 15 | SMMD | ISHARES TR | $2.2M | 1.66% | 10,168 | 新建仓 |
| 16 | IJR | ISHARES TR | $2.2M | 1.65% | 14,990 | 增持 |
| 17 | SGOV | ISHARES TR | $2.2M | 1.63% | 21,782 | 增持 |
| 18 | IWB | ISHARES TR | $2.1M | 1.59% | 5,223 | 持平 |
| 19 | EMCB | WISDOMTREE TR | $2.1M | 1.58% | 22,173 | 新建仓 |
| 20 | SUSB | ISHARES TR | $1.9M | 1.42% | 5,553 | 新建仓 |
| 21 | GOOGL | ALPHABET INC | $1.8M | 1.37% | 5,156 | 减持 |
| 22 | IVE | ISHARES TR | $1.7M | 1.27% | 7,523 | 增持 |
| 23 | IVW | ISHARES TR | $1.7M | 1.24% | 12,089 | 增持 |
| 24 | HYDB | ISHARES TR | $1.6M | 1.17% | 8,381 | 新建仓 |
| 25 | IBHH | ISHARES TR | $1.5M | 1.10% | 21,786 | 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