Vantus Wealth LLC 13F 持仓 · 2026年Q2
Vantus Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 236 只证券,申报市值合计 1.87 亿美元。前几大持仓:IVV(6.13%)、AAPL(2.47%)、NVDA(2.43%)。本季前 25 大持仓中:增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $11.4M | 6.13% | 15,279 | 增持 |
| 2 | AAPL | APPLE INC | $4.6M | 2.47% | 15,906 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $4.5M | 2.43% | 22,606 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $4.3M | 2.30% | 11,479 | 增持 |
| 5 | GOOGL | ALPHABET INC | $3.8M | 2.05% | 10,717 | 增持 |
| 6 | AMZN | AMAZON COM INC | $3.6M | 1.94% | 15,165 | 增持 |
| 7 | IWY | ISHARES TR | $3.5M | 1.88% | 12,074 | 增持 |
| 8 | AVGO | BROADCOM INC | $3.0M | 1.59% | 7,872 | 增持 |
| 9 | DYNF | BLACKROCK ETF TRUST | $2.6M | 1.42% | 38,959 | 减持 |
| 10 | IVW | ISHARES TR | $2.6M | 1.41% | 19,148 | 增持 |
| 11 | JPME | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.35% | 20,319 | 增持 |
| 12 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.28% | 7,315 | 增持 |
| 13 | VTI | VANGUARD INDEX FDS | $2.3M | 1.24% | 6,255 | 增持 |
| 14 | META | META PLATFORMS INC | $2.2M | 1.17% | 3,859 | 增持 |
| 15 | CGUS | CAPITAL GROUP CORE EQUITY ET | $2.1M | 1.14% | 47,872 | 增持 |
| 16 | IVE | ISHARES TR | $2.1M | 1.12% | 9,173 | 减持 |
| 17 | JPSE | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.11% | 34,408 | 增持 |
| 18 | FAD | FIRST TR EXCHANGE-TRADED ALP | $2.0M | 1.05% | 9,828 | 增持 |
| 19 | IUS | INVESCO EXCH TRD SLF IDX FD | $1.9M | 1.02% | 29,059 | 增持 |
| 20 | CAT | CATERPILLAR INC | $1.8M | 0.98% | 1,719 | 增持 |
| 21 | GOOG | ALPHABET INC | $1.8M | 0.97% | 5,137 | 增持 |
| 22 | IEMG | ISHARES INC | $1.8M | 0.95% | 21,351 | 减持 |
| 23 | CSCO | CISCO SYS INC | $1.5M | 0.83% | 13,141 | 增持 |
| 24 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.6M | 0.83% | 35,978 | 增持 |
| 25 | BDYN | BLACKROCK ETF TRUST | $1.5M | 0.82% | 55,257 | 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