Torrey-Payne Wealth Management, LLC 13F 持仓 · 2026年Q2
Torrey-Payne Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.22 亿美元。前几大持仓：SPY（13.86%）、EFA（10.51%）、BSV（9.34%）。本季前 25 大持仓中：增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $16.9M | 13.86% | 22,568 | 减持 |
| 2 | EFA | ISHARES TR | $12.8M | 10.51% | 123,016 | 增持 |
| 3 | BSV | VANGUARD BD INDEX FDS | $11.4M | 9.34% | 145,726 | 增持 |
| 4 | MDY | STATE STR SPDR S&P MIDCAP 40 | $11.2M | 9.23% | 15,961 | 增持 |
| 5 | USMV | ISHARES TR | $8.4M | 6.94% | 87,462 | 增持 |
| 6 | LQD | ISHARES TR | $8.2M | 6.77% | 75,511 | 增持 |
| 7 | IWM | ISHARES TR | $7.5M | 6.18% | 25,001 | 减持 |
| 8 | AAPL | APPLE INC | $7.4M | 6.11% | 25,656 | 增持 |
| 9 | SDY | SPDR SERIES TRUST | $6.0M | 4.90% | 39,173 | 增持 |
| 10 | IVV | ISHARES TR | $5.2M | 4.28% | 6,953 | 增持 |
| 11 | HYG | ISHARES TR | $3.9M | 3.19% | 48,492 | 增持 |
| 12 | XLK | SELECT SECTOR SPDR TR | $3.4M | 2.81% | 17,907 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $3.4M | 2.78% | 16,920 | 增持 |
| 14 | VOLT | TEMA ETF TRUST | $3.4M | 2.77% | 80,411 | 增持 |
| 15 | GOOG | ALPHABET INC | $1.3M | 1.08% | 3,720 | 增持 |
| 16 | ROK | ROCKWELL AUTOMATION INC | $1.1M | 0.92% | 2,264 | 持平 |
| 17 | DIS | DISNEY WALT CO | $1.1M | 0.90% | 11,310 | 持平 |
| 18 | GLD | SPDR GOLD TR | $973,628 | 0.80% | 2,643 | 增持 |
| 19 | AMZN | AMAZON COM INC | $887,101 | 0.73% | 3,722 | 增持 |
| 20 | HD | HOME DEPOT INC | $838,723 | 0.69% | 2,378 | 增持 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $521,057 | 0.43% | 557 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $524,466 | 0.43% | 1,406 | 增持 |
| 23 | GOOGL | ALPHABET INC | $506,036 | 0.42% | 1,416 | 增持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $497,966 | 0.41% | 6,989 | 减持 |
| 25 | VUG | VANGUARD INDEX FDS | $428,977 | 0.35% | 4,980 | 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