Trinity Wealth Management, LLC 13F 持仓 · 2026年Q2
Trinity Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 3.15 亿美元。前几大持仓：SPAB（10.18%）、MTUM（9.76%）、QQQ（7.65%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPAB | SPDR SERIES TRUST | $32.1M | 10.18% | 1.3M | 减持 |
| 2 | MTUM | ISHARES TR | $30.8M | 9.76% | 89,744 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $24.1M | 7.65% | 32,722 | 减持 |
| 4 | QUAL | ISHARES TR | $18.1M | 5.76% | 82,694 | 减持 |
| 5 | SIZE | ISHARES TR | $17.8M | 5.64% | 99,753 | 减持 |
| 6 | IXUS | ISHARES TR | $15.9M | 5.05% | 166,651 | 减持 |
| 7 | USMV | ISHARES TR | $14.9M | 4.73% | 154,469 | 减持 |
| 8 | IAGG | ISHARES TR | $12.7M | 4.02% | 250,098 | 减持 |
| 9 | IHDG | WISDOMTREE TR | $12.5M | 3.98% | 239,282 | 减持 |
| 10 | RPG | INVESCO EXCHANGE TRADED FD T | $10.8M | 3.43% | 169,218 | 增持 |
| 11 | XLK | SELECT SECTOR SPDR TR | $9.3M | 2.94% | 48,605 | 增持 |
| 12 | SPYM | SPDR SERIES TRUST | $9.0M | 2.86% | 102,436 | 增持 |
| 13 | IALT | BLACKROCK ETF TRUST | $7.2M | 2.28% | 256,529 | 新建仓 |
| 14 | SPTM | SPDR SERIES TRUST | $6.2M | 1.95% | 67,829 | 增持 |
| 15 | DYNF | BLACKROCK ETF TRUST | $5.3M | 1.69% | 78,133 | 增持 |
| 16 | IBTG | ISHARES TR | $5.1M | 1.61% | 221,872 | 减持 |
| 17 | VXUS | VANGUARD STAR FDS | $4.9M | 1.55% | 57,183 | 增持 |
| 18 | RLY | SSGA ACTIVE ETF TR | $4.6M | 1.45% | 132,284 | 新建仓 |
| 19 | SPLV | INVESCO EXCH TRADED FD TR II | $4.5M | 1.44% | 60,713 | 增持 |
| 20 | CGMU | CAPITAL GRP FIXED INCM ETF T | $3.9M | 1.25% | 143,162 | 增持 |
| 21 | MUB | ISHARES TR | $3.6M | 1.13% | 33,168 | 增持 |
| 22 | SPMO | INVESCO EXCH TRADED FD TR II | $3.4M | 1.09% | 21,168 | 增持 |
| 23 | SPDW | SPDR INDEX SHS FDS | $3.3M | 1.04% | 65,190 | 增持 |
| 24 | AAPL | APPLE INC | $3.3M | 1.03% | 11,266 | 增持 |
| 25 | VTI | VANGUARD INDEX FDS | $3.2M | 1.03% | 8,742 | 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