Tenet Wealth Partners, LLC 13F 持仓 · 2026年Q2
Tenet Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 1.34 亿美元。前几大持仓：IVV（25.66%）、JBND（5.17%）、PAVE（4.42%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $34.5M | 25.66% | 46,469 | 新建仓 |
| 2 | JBND | J P MORGAN EXCHANGE TRADED F | $7.0M | 5.17% | 131,606 | 新建仓 |
| 3 | PAVE | GLOBAL X FDS | $5.9M | 4.42% | 103,461 | 新建仓 |
| 4 | BIV | VANGUARD BD INDEX FDS | $5.4M | 3.99% | 70,835 | 新建仓 |
| 5 | SPEM | SPDR INDEX SHS FDS | $4.2M | 3.09% | 82,197 | 新建仓 |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $3.9M | 2.88% | 93,061 | 新建仓 |
| 7 | MSFT | MICROSOFT CORP | $3.6M | 2.70% | 9,316 | 新建仓 |
| 8 | NVDA | NVIDIA CORPORATION | $3.2M | 2.39% | 16,330 | 新建仓 |
| 9 | IDEV | ISHARES TR | $3.0M | 2.26% | 34,046 | 新建仓 |
| 10 | IAU | ISHARES GOLD TR | $2.7M | 2.01% | 35,252 | 新建仓 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $2.5M | 1.84% | 30,567 | 新建仓 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 1.61% | 2,936 | 新建仓 |
| 13 | GOOG | ALPHABET INC | $2.1M | 1.59% | 6,541 | 新建仓 |
| 14 | USRT | ISHARES TR | $2.1M | 1.53% | 29,632 | 新建仓 |
| 15 | MLPX | GLOBAL X FDS | $1.9M | 1.44% | 25,841 | 新建仓 |
| 16 | AGG | ISHARES TR | $1.9M | 1.43% | 19,661 | 新建仓 |
| 17 | VOO | VANGUARD INDEX FDS | $1.9M | 1.38% | 2,739 | 新建仓 |
| 18 | VTEB | VANGUARD MUN BD FDS | $1.7M | 1.28% | 34,745 | 新建仓 |
| 19 | LLY | ELI LILLY & CO | $1.7M | 1.25% | 1,402 | 新建仓 |
| 20 | UITB | VICTORY PORTFOLIOS II | $1.2M | 0.89% | 25,748 | 新建仓 |
| 21 | ITOT | ISHARES TR | $1.2M | 0.88% | 7,269 | 新建仓 |
| 22 | JPM | JPMORGAN CHASE & CO | $1.1M | 0.83% | 3,118 | 新建仓 |
| 23 | AVGO | BROADCOM INC | $1.1M | 0.81% | 2,833 | 新建仓 |
| 24 | EWX | SPDR INDEX SHS FDS | $1.1M | 0.81% | 15,891 | 新建仓 |
| 25 | GPIX | GOLDMAN SACHS ETF TR | $1.1M | 0.80% | 19,534 | 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