Tanager Wealth Management LLP 13F 持仓 · 2026年Q2
Tanager Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 158 只证券，申报市值合计 11.48 亿美元。前几大持仓：ITOT（15.74%）、PICB（9.07%）、VEA（6.66%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $180.8M | 15.74% | 1.1M | 减持 |
| 2 | PICB | INVESCO EXCH TRADED FD TR II | $104.2M | 9.07% | 4.5M | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $76.5M | 6.66% | 1.1M | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $76.4M | 6.65% | 206,445 | 减持 |
| 5 | XHLF | BONDBLOXX ETF TRUST | $48.8M | 4.25% | 970,303 | 减持 |
| 6 | GOOG | ALPHABET INC | $47.2M | 4.11% | 133,626 | 增持 |
| 7 | XONE | BONDBLOXX ETF TRUST | $46.6M | 4.06% | 943,490 | 增持 |
| 8 | BKAG | BNY MELLON ETF TRUST | $42.7M | 3.72% | 1.0M | 减持 |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | $35.9M | 3.13% | 405,842 | 增持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $32.2M | 2.80% | 538,659 | 减持 |
| 11 | VPL | VANGUARD INTL EQUITY INDEX F | $30.5M | 2.66% | 263,678 | 增持 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $30.2M | 2.63% | 366,497 | 减持 |
| 13 | BBBS | BONDBLOXX ETF TRUST | $29.1M | 2.54% | 570,525 | 增持 |
| 14 | PFXF | VANECK ETF TRUST | $27.3M | 2.38% | 1.5M | 减持 |
| 15 | AGG | ISHARES TR | $22.5M | 1.96% | 227,275 | 减持 |
| 16 | AVUS | AMERICAN CENTY ETF TR | $22.4M | 1.95% | 175,042 | 减持 |
| 17 | AAPL | APPLE INC | $19.5M | 1.70% | 67,484 | 减持 |
| 18 | DFIS | DIMENSIONAL ETF TRUST | $17.6M | 1.53% | 502,319 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $16.5M | 1.43% | 44,118 | 增持 |
| 20 | IWV | ISHARES TR | $15.3M | 1.33% | 35,804 | 增持 |
| 21 | MOAT | VANECK ETF TRUST | $13.9M | 1.21% | 134,068 | 减持 |
| 22 | IEUR | ISHARES TR | $13.2M | 1.15% | 175,982 | 增持 |
| 23 | GOOGL | ALPHABET INC | $12.7M | 1.11% | 35,636 | 增持 |
| 24 | IUSB | ISHARES TR | $12.6M | 1.09% | 272,363 | 减持 |
| 25 | TAXX | BONDBLOXX ETF TRUST | $11.9M | 1.04% | 234,724 | 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