Upper Left Wealth Management, LLC 13F 持仓 · 2026年Q2
Upper Left Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 1.80 亿美元。前几大持仓：IAU（6.92%）、SPYM（5.90%）、BCI（4.40%）。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 | IAU | ISHARES GOLD TR | $12.5M | 6.92% | 165,498 | 增持 |
| 2 | SPYM | SPDR SERIES TRUST | $10.6M | 5.90% | 121,120 | 增持 |
| 3 | BCI | ABRDN ETFS | $7.9M | 4.40% | 355,096 | 减持 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $7.8M | 4.30% | 160,232 | 增持 |
| 5 | SCHH | SCHWAB STRATEGIC TR | $6.8M | 3.78% | 288,256 | 增持 |
| 6 | BWX | SPDR SERIES TRUST | $6.6M | 3.68% | 306,718 | 减持 |
| 7 | DBMF | LITMAN GREGORY FDS TR | $6.5M | 3.62% | 213,173 | 增持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $6.2M | 3.46% | 225,409 | 增持 |
| 9 | SCHA | SCHWAB STRATEGIC TR | $5.8M | 3.23% | 161,455 | 减持 |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | $5.4M | 3.02% | 163,550 | 增持 |
| 11 | BIL | SPDR SERIES TRUST | $5.3M | 2.95% | 58,181 | 增持 |
| 12 | GLDM | WORLD GOLD TR | $4.9M | 2.74% | 62,175 | 减持 |
| 13 | SCHE | SCHWAB STRATEGIC TR | $4.8M | 2.67% | 132,708 | 减持 |
| 14 | SCHR | SCHWAB STRATEGIC TR | $4.7M | 2.61% | 190,807 | 增持 |
| 15 | MCHI | ISHARES TR | $4.7M | 2.60% | 92,023 | 减持 |
| 16 | SCHC | SCHWAB STRATEGIC TR | $4.7M | 2.60% | 97,490 | 增持 |
| 17 | VNQI | VANGUARD INTL EQUITY INDEX F | $4.6M | 2.56% | 103,135 | 增持 |
| 18 | SCHP | SCHWAB STRATEGIC TR | $4.5M | 2.51% | 170,701 | 增持 |
| 19 | EMLC | VANECK ETF TRUST | $4.2M | 2.32% | 163,502 | 增持 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $4.0M | 2.20% | 66,590 | 增持 |
| 21 | IVV | ISHARES TR | $3.9M | 2.18% | 5,247 | 增持 |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $3.8M | 2.12% | 45,703 | 减持 |
| 23 | FEZ | SPDR INDEX SHS FDS | $3.4M | 1.89% | 49,665 | 增持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $3.4M | 1.87% | 47,357 | 增持 |
| 25 | VXUS | VANGUARD STAR FDS | $3.3M | 1.83% | 38,607 | 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