TSA Wealth Managment LLC 13F 持仓 · 2026年Q2
TSA Wealth Managment 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 119 只证券，申报市值合计 3.54 亿美元。前几大持仓：SPYM（14.26%）、SCHZ（6.69%）、DYNF（5.54%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $50.4M | 14.26% | 573,623 | 增持 |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $23.7M | 6.69% | 1.0M | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $19.6M | 5.54% | 287,898 | 减持 |
| 4 | CORO | BLACKROCK ETF TRUST | $18.1M | 5.12% | 495,071 | 增持 |
| 5 | IVV | ISHARES TR | $16.0M | 4.52% | 21,345 | 增持 |
| 6 | OEF | ISHARES TR | $15.3M | 4.32% | 41,767 | 增持 |
| 7 | IVW | ISHARES TR | $11.8M | 3.32% | 85,460 | 减持 |
| 8 | IUSB | ISHARES TR | $11.0M | 3.12% | 239,010 | 减持 |
| 9 | MBB | ISHARES TR | $10.1M | 2.86% | 107,043 | 增持 |
| 10 | GOVT | ISHARES TR | $10.1M | 2.85% | 442,717 | 减持 |
| 11 | IVE | ISHARES TR | $9.6M | 2.73% | 42,476 | 减持 |
| 12 | BAI | BLACKROCK ETF TRUST | $7.8M | 2.20% | 147,814 | 减持 |
| 13 | IEMG | ISHARES INC | $7.2M | 2.03% | 86,702 | 减持 |
| 14 | XTEN | BONDBLOXX ETF TRUST | $6.6M | 1.87% | 144,708 | 增持 |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $6.5M | 1.83% | 39,964 | 减持 |
| 16 | THRO | BLACKROCK ETF TRUST | $5.8M | 1.65% | 135,262 | 减持 |
| 17 | KO | COCA COLA CO | $5.7M | 1.62% | 70,399 | 增持 |
| 18 | BLCR | BLACKROCK ETF TRUST | $5.5M | 1.56% | 109,532 | 增持 |
| 19 | QUAL | ISHARES TR | $5.5M | 1.55% | 25,045 | 减持 |
| 20 | EFG | ISHARES TR | $5.3M | 1.49% | 42,253 | 增持 |
| 21 | IALT | BLACKROCK ETF TRUST | $5.2M | 1.47% | 185,845 | 新建仓 |
| 22 | EFV | ISHARES TR | $4.7M | 1.34% | 61,830 | 减持 |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $4.7M | 1.33% | 96,936 | 减持 |
| 24 | SHLD | GLOBAL X FDS | $4.5M | 1.26% | 74,550 | 减持 |
| 25 | BINC | BLACKROCK ETF TRUST II | $4.2M | 1.17% | 79,358 | 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