Trilogy Capital Inc. 13F 持仓 · 2026年Q2
Trilogy Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 400 只证券，申报市值合计 25.76 亿美元。前几大持仓：VTI（9.93%）、QQQ（4.60%）、DLN（4.47%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $255.8M | 9.93% | 691,187 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $118.6M | 4.60% | 161,002 | 减持 |
| 3 | DLN | WISDOMTREE TR | $115.3M | 4.47% | 1.2M | 增持 |
| 4 | IVV | ISHARES TR | $113.0M | 4.38% | 150,835 | 增持 |
| 5 | SMTH | ALPS ETF TR | $107.7M | 4.18% | 4.2M | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $74.6M | 2.90% | 1.0M | 增持 |
| 7 | EMMF | WISDOMTREE TR | $70.5M | 2.74% | 1.8M | 减持 |
| 8 | BND | VANGUARD BD INDEX FDS | $60.2M | 2.34% | 819,832 | 增持 |
| 9 | XLK | SELECT SECTOR SPDR TR | $55.7M | 2.16% | 292,342 | 减持 |
| 10 | IJH | ISHARES TR | $52.0M | 2.02% | 674,236 | 增持 |
| 11 | IJR | ISHARES TR | $49.8M | 1.93% | 335,502 | 减持 |
| 12 | XLF | SELECT SECTOR SPDR TR | $44.3M | 1.72% | 825,506 | 增持 |
| 13 | IHDG | WISDOMTREE TR | $41.1M | 1.60% | 784,789 | 增持 |
| 14 | XLY | SELECT SECTOR SPDR TR | $39.4M | 1.53% | 336,087 | 减持 |
| 15 | UCON | FIRST TR EXCHNG TRADED FD VI | $39.1M | 1.52% | 1.6M | 增持 |
| 16 | GLD | SPDR GOLD TR | $38.2M | 1.48% | 103,753 | 增持 |
| 17 | USIG | ISHARES TR | $36.6M | 1.42% | 713,361 | 增持 |
| 18 | SAMT | ADVISORS INNER CIRCLE FD III | $33.9M | 1.31% | 709,244 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $33.0M | 1.28% | 65,976 | 减持 |
| 20 | LMBS | FIRST TR EXCHANGE-TRADED FD | $28.6M | 1.11% | 574,767 | 增持 |
| 21 | XLI | SELECT SECTOR SPDR TR | $28.5M | 1.11% | 153,796 | 增持 |
| 22 | GOVT | ISHARES TR | $27.0M | 1.05% | 1.2M | 增持 |
| 23 | TLT | ISHARES TR | $26.3M | 1.02% | 303,944 | 减持 |
| 24 | SDVY | FIRST TR EXCHANGE TRADED FD | $25.2M | 0.98% | 583,903 | 增持 |
| 25 | XLU | SELECT SECTOR SPDR TR | $25.3M | 0.98% | 558,816 | 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