Troutman Wealth Management, LLC 13F 持仓 · 2026年Q2

Troutman Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 1.30 亿美元。前几大持仓：CGCP（13.48%）、BND（9.37%）、VYMI（8.52%）。本季前 25 大持仓中：增持 16 只、减持 9 只。

排名	代码	公司	市值	占组合	股数	变动
1	CGCP	CAPITAL GRP FIXED INCM ETF T	$17.5M	13.48%	786,014	增持
2	BND	VANGUARD BD INDEX FDS	$12.2M	9.37%	165,886	增持
3	VYMI	VANGUARD WHITEHALL FDS	$11.1M	8.52%	112,800	增持
4	CGXU	CAPITAL GROUP INTL FOCUS EQT	$10.6M	8.17%	306,598	减持
5	CGGR	CAPITAL GROUP GROWTH ETF	$9.0M	6.94%	190,987	增持
6	CGCV	CAPITAL GROUP CONSERVATIVE E	$8.3M	6.35%	251,579	增持
7	CGMS	CAPITAL GRP FIXED INCM ETF T	$7.4M	5.66%	269,059	增持
8	SPTS	SPDR SERIES TRUST	$5.8M	4.45%	199,335	增持
9	VTV	VANGUARD INDEX FDS	$5.8M	4.44%	26,455	增持
10	VUG	VANGUARD INDEX FDS	$5.2M	4.03%	60,803	增持
11	JEPI	J P MORGAN EXCHANGE TRADED F	$4.9M	3.73%	85,876	增持
12	FYX	FIRST TR EXCHANGE-TRADED ALP	$4.6M	3.55%	31,950	减持
13	AVUV	AMERICAN CENTY ETF TR	$4.1M	3.13%	32,574	增持
14	BLV	VANGUARD BD INDEX FDS	$4.0M	3.07%	57,915	增持
15	FVD	FIRST TR EXCHANGE-TRADED FD	$2.7M	2.08%	56,085	减持
16	CGSD	CAPITAL GRP FIXED INCM ETF T	$2.5M	1.91%	96,524	增持
17	VXUS	VANGUARD STAR FDS	$2.2M	1.72%	26,178	减持
18	SPLV	INVESCO EXCH TRADED FD TR II	$1.5M	1.13%	19,562	减持
19	GLD	SPDR GOLD TR	$1.2M	0.92%	3,253	减持
20	SPSM	SPDR SERIES TRUST	$1.0M	0.77%	17,354	减持
21	SPYM	SPDR SERIES TRUST	$988,099	0.76%	11,244	减持
22	JPM	JPMORGAN CHASE & CO	$808,651	0.62%	2,470	增持
23	QQQ	INVESCO QQQ TR	$682,570	0.53%	927	减持
24	AAPL	APPLE INC	$677,149	0.52%	2,340	增持
25	CGDV	CAPITAL GROUP DIVIDEND VALUE	$648,940	0.50%	13,168	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