Tyler-Stone Wealth Management 13F 持仓 · 最近申报 2025年Q2
Tyler-Stone Wealth Management 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 330 只证券，申报市值合计 6.21 亿美元。前几大持仓：NVDA（7.76%）、DGRW（4.24%）、AAPL（3.67%）。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 | NVDA | NVIDIA CORPORATION | $48.2M | 7.76% | 304,913 | 减持 |
| 2 | DGRW | WISDOMTREE TR | $26.3M | 4.24% | 314,479 | 增持 |
| 3 | AAPL | APPLE INC | $22.8M | 3.67% | 111,121 | 增持 |
| 4 | IVV | ISHARES TR | $22.4M | 3.60% | 36,010 | 减持 |
| 5 | PH | PARKER-HANNIFIN CORP | $19.4M | 3.12% | 27,779 | 增持 |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $18.8M | 3.03% | 137,993 | 减持 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $12.5M | 2.02% | 246,992 | 增持 |
| 8 | JAVA | J P MORGAN EXCHANGE TRADED F | $12.1M | 1.95% | 184,536 | 减持 |
| 9 | GOOG | ALPHABET INC | $12.0M | 1.94% | 67,838 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $11.7M | 1.88% | 23,497 | 增持 |
| 11 | QQQI | NEOS ETF TRUST | $10.2M | 1.65% | 196,455 | 增持 |
| 12 | AMZN | AMAZON COM INC | $9.9M | 1.60% | 45,332 | 增持 |
| 13 | USMV | ISHARES TR | $9.5M | 1.53% | 101,023 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $9.0M | 1.45% | 18,581 | 增持 |
| 15 | SPY | SPDR S&P 500 ETF TR | $8.5M | 1.37% | 13,786 | 减持 |
| 16 | PM | PHILIP MORRIS INTL INC | $7.8M | 1.26% | 43,087 | 增持 |
| 17 | XOM | EXXON MOBIL CORP | $7.7M | 1.23% | 71,091 | 增持 |
| 18 | BX | BLACKSTONE INC | $7.2M | 1.17% | 48,420 | 减持 |
| 19 | GOOGL | ALPHABET INC | $6.9M | 1.12% | 39,365 | 增持 |
| 20 | VTI | VANGUARD INDEX FDS | $6.8M | 1.09% | 22,285 | 减持 |
| 21 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $6.6M | 1.07% | 284,051 | 增持 |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | $6.5M | 1.04% | 203,548 | 减持 |
| 23 | HELO | J P MORGAN EXCHANGE TRADED F | $6.5M | 1.04% | 103,617 | 增持 |
| 24 | ITOT | ISHARES TR | $6.2M | 0.99% | 45,689 | 减持 |
| 25 | V | VISA INC | $6.0M | 0.96% | 16,793 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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