TIAA Wealth Investment Management LLC 13F 持仓 · 2026年Q2
TIAA Wealth Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 613 只证券，申报市值合计 149.72 亿美元。前几大持仓：IEFA（17.42%）、MBB（9.38%）、IEMG（9.27%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR CORE MSCI EAFE ETF | $2.61B | 17.42% | 27.1M | 增持 |
| 2 | MBB | ISHARES TR MBS ETF | $1.40B | 9.38% | 14.8M | 增持 |
| 3 | IEMG | ISHARES INC CORE MSCI EMERGING MKTS | $1.39B | 9.27% | 17.0M | 减持 |
| 4 | SCZ | ISHARES TR MSCI EAFE SMALL CAP ETF | $795.3M | 5.31% | 9.7M | 增持 |
| 5 | ESGU | ISHARES TR ESG AWARE MSCI USA ETF | $763.5M | 5.10% | 4.7M | 减持 |
| 6 | GOVT | ISHARES TR U S TREAS BD ETF | $609.4M | 4.07% | 26.6M | 增持 |
| 7 | USIG | ISHARES TR BROAD USD INBD ETFVT GRADE | $597.4M | 3.99% | 11.6M | 增持 |
| 8 | IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | $507.2M | 3.39% | 4.2M | 增持 |
| 9 | USHY | ISHARES TR BROAD USD HIGH YIELD CORPORATE | $420.5M | 2.81% | 11.4M | 增持 |
| 10 | IWN | ISHARES TR RUSSELL 2000 VALUE ETF | $330.9M | 2.21% | 1.5M | 减持 |
| 11 | IAGG | ISHARES TR CORE INTL AGGREGATE BD ETF | $326.5M | 2.18% | 6.5M | 增持 |
| 12 | ESGD | ISHARES TR ESG AWARE MSCI EAFE ETF | $302.4M | 2.02% | 3.0M | 增持 |
| 13 | GOOGL | ALPHABET INC-CL A | $243.1M | 1.62% | 680,229 | 减持 |
| 14 | NVDA | NVIDIA CORP COM | $204.1M | 1.36% | 1.0M | 增持 |
| 15 | QDF | FLEXSHARES TR QUALITY DIVID INDEX | $195.8M | 1.31% | 2.2M | 减持 |
| 16 | AGG | ISHARES TR CORE U S AGGREGATE BD ETF | $193.3M | 1.29% | 1.9M | 增持 |
| 17 | AAPL | APPLE INC COM | $188.7M | 1.26% | 652,251 | 减持 |
| 18 | IWO | ISHARES TR RUSSELL 2000 GROWTH ETF | $182.8M | 1.22% | 468,427 | 增持 |
| 19 | IWD | ISHARES TR RUSSELL 1000 VALUE ETF | $154.4M | 1.03% | 636,075 | 减持 |
| 20 | ESGE | ISHARES INC ISHARES ESG AWAR | $149.7M | 1.00% | 2.8M | 减持 |
| 21 | MSFT | MICROSOFT CORP COM | $132.0M | 0.88% | 353,950 | 减持 |
| 22 | AMZN | AMAZON.COM INC | $130.4M | 0.87% | 546,951 | 减持 |
| 23 | IQLT | ISHARES TR MSCI INTL QUALITY FACTOR ETF | $106.7M | 0.71% | 2.2M | 新建仓 |
| 24 | AVGO | BROADCOM INC COM | $105.3M | 0.70% | 278,810 | 减持 |
| 25 | IWB | ISHARES TR RUSSELL 1000 ETF | $94.8M | 0.63% | 233,438 | 减持 |
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