Urban Wealth Management, LLC 13F 持仓 · 2026年Q2
Urban Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 107 只证券，申报市值合计 1.15 亿美元。前几大持仓：AAPL（12.22%）、NVDA（6.45%）、AMZN（6.00%）。本季前 25 大持仓中：新建仓 4 只、增持 7 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.0M | 12.22% | 48,438 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $7.4M | 6.45% | 36,976 | 减持 |
| 3 | AMZN | AMAZON COM INC | $6.9M | 6.00% | 28,861 | 增持 |
| 4 | SMH | VANECK ETF TRUST | $6.8M | 5.94% | 10,389 | 减持 |
| 5 | GOOGL | ALPHABET INC | $5.2M | 4.50% | 14,437 | 减持 |
| 6 | IDMO | INVESCO EXCH TRADED FD TR II | $5.1M | 4.44% | 84,462 | 增持 |
| 7 | GOOG | ALPHABET INC | $2.8M | 2.42% | 7,871 | 减持 |
| 8 | IVV | ISHARES TR | $2.6M | 2.30% | 3,521 | 增持 |
| 9 | PFFA | ETFIS SER TR I | $2.3M | 2.01% | 112,207 | 减持 |
| 10 | IFRA | ISHARES TR | $2.3M | 1.99% | 36,232 | 增持 |
| 11 | TDTF | FLEXSHARES TR | $2.3M | 1.97% | 95,106 | 增持 |
| 12 | DVA | DAVITA INC | $2.2M | 1.95% | 10,076 | 持平 |
| 13 | IJR | ISHARES TR | $2.2M | 1.92% | 14,817 | 减持 |
| 14 | COST | COSTCO WHOLESALE CORPORATION | $2.2M | 1.91% | 2,340 | 增持 |
| 15 | JCPI | J P MORGAN EXCHANGE TRADED F | $1.9M | 1.64% | 39,348 | 新建仓 |
| 16 | IGIB | ISHARES TR | $1.8M | 1.58% | 34,094 | 新建仓 |
| 17 | XMMO | INVESCO EXCHANGE TRADED FD T | $1.7M | 1.47% | 9,913 | 新建仓 |
| 18 | MSFT | MICROSOFT CORP | $1.3M | 1.16% | 3,556 | 减持 |
| 19 | GEV | GE VERNOVA INC | $1.2M | 1.08% | 1,059 | 新建仓 |
| 20 | IJH | ISHARES TR | $1.2M | 1.08% | 16,005 | 减持 |
| 21 | CVX | CHEVRON CORPORATION | $1.2M | 1.05% | 7,286 | 减持 |
| 22 | C | CITIGROUP INC | $1.2M | 1.03% | 8,418 | 减持 |
| 23 | SOXX | ISHARES TR | $1.2M | 1.01% | 1,815 | 减持 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $1.1M | 0.99% | 4,778 | 减持 |
| 25 | ZM | ZOOM COMMUNICATIONS INC | $920,064 | 0.80% | 10,660 | 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