Total Wealth Planning & Management, Inc. 13F 持仓 · 2026年Q2
Total Wealth Planning & Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 189 只证券，申报市值合计 1.48 亿美元。前几大持仓：MU（3.03%）、AAPL（2.97%）、MSFT（2.32%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $4.5M | 3.03% | 3,879 | 增持 |
| 2 | AAPL | APPLE INC | $4.4M | 2.97% | 15,186 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $3.4M | 2.32% | 9,201 | 增持 |
| 4 | AMZN | AMAZON COM INC | $3.2M | 2.18% | 13,532 | 增持 |
| 5 | ABBV | ABBVIE INC | $2.8M | 1.87% | 11,012 | 减持 |
| 6 | LNG | CHENIERE ENERGY INC | $2.7M | 1.81% | 11,178 | 减持 |
| 7 | GOOGL | ALPHABET INC | $2.6M | 1.77% | 7,308 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.73% | 7,819 | 增持 |
| 9 | FDS | FACTSET RESH SYS INC | $2.1M | 1.40% | 8,993 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $2.1M | 1.40% | 10,366 | 减持 |
| 11 | KLIC | KULICKE & SOFFA INDS INC | $2.0M | 1.36% | 15,007 | 减持 |
| 12 | QQQ | INVESCO QQQ TR | $2.0M | 1.35% | 2,706 | 增持 |
| 13 | XLK | SELECT SECTOR SPDR TR | $1.7M | 1.18% | 9,127 | 增持 |
| 14 | HD | HOME DEPOT INC | $1.7M | 1.15% | 4,837 | 增持 |
| 15 | VZ | VERIZON COMMUNICATIONS INC | $1.7M | 1.15% | 40,025 | 减持 |
| 16 | ITA | ISHARES TR | $1.7M | 1.14% | 6,926 | 增持 |
| 17 | XOM | EXXON MOBIL CORP | $1.6M | 1.11% | 11,958 | 减持 |
| 18 | AVGO | BROADCOM INC | $1.6M | 1.07% | 4,198 | 增持 |
| 19 | IP | INTERNATIONAL PAPER CO | $1.5M | 1.02% | 39,521 | 增持 |
| 20 | PFE | PFIZER INC | $1.5M | 1.02% | 62,890 | 减持 |
| 21 | DY | DYCOM INDS INC | $1.5M | 0.98% | 2,878 | 增持 |
| 22 | NRG | NRG ENERGY INC | $1.5M | 0.98% | 9,940 | 增持 |
| 23 | AMLP | ALPS ETF TR | $1.4M | 0.94% | 26,783 | 增持 |
| 24 | GE | GE AEROSPACE | $1.4M | 0.93% | 3,690 | 减持 |
| 25 | TXN | TEXAS INSTRS INC | $1.3M | 0.89% | 4,400 | 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