Vericrest Private Wealth 13F 持仓 · 2026年Q2
Vericrest Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 1.12 亿美元。前几大持仓：IVV（22.36%）、AGG（7.95%）、QGRW（7.50%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $25.1M | 22.36% | 33,557 | 减持 |
| 2 | AGG | ISHARES TR | $8.9M | 7.95% | 90,226 | 增持 |
| 3 | QGRW | WISDOMTREE TR | $8.4M | 7.50% | 127,611 | 增持 |
| 4 | IEFA | ISHARES TR | $7.9M | 7.00% | 81,495 | 减持 |
| 5 | MTGP | WISDOMTREE TR | $6.6M | 5.85% | 148,948 | 增持 |
| 6 | ITOT | ISHARES TR | $4.9M | 4.40% | 30,113 | 增持 |
| 7 | IEMG | ISHARES INC | $4.8M | 4.30% | 58,395 | 减持 |
| 8 | IJR | ISHARES TR | $4.5M | 4.02% | 30,499 | 减持 |
| 9 | WTV | WISDOMTREE TR | $4.4M | 3.92% | 43,350 | 增持 |
| 10 | IJH | ISHARES TR | $4.2M | 3.73% | 54,352 | 减持 |
| 11 | DDWM | WISDOMTREE TR | $4.1M | 3.67% | 89,313 | 增持 |
| 12 | LQD | ISHARES TR | $3.6M | 3.18% | 32,805 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $3.3M | 2.96% | 4,461 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $2.0M | 1.77% | 9,916 | 减持 |
| 15 | MUB | ISHARES TR | $1.7M | 1.48% | 15,410 | 增持 |
| 16 | UPS | UNITED PARCEL SVCS INC | $1.5M | 1.38% | 1,806 | 减持 |
| 17 | SPDW | SPDR INDEX SHS FDS | $1.5M | 1.29% | 28,839 | 减持 |
| 18 | USFR | WISDOMTREE TR | $1.4M | 1.23% | 27,406 | 增持 |
| 19 | AAPL | APPLE INC | $1.4M | 1.21% | 4,695 | 减持 |
| 20 | IWF | ISHARES TR | $1.2M | 1.04% | 9,456 | 增持 |
| 21 | GLD | SPDR GOLD TR | $1.1M | 1.00% | 3,048 | 减持 |
| 22 | HYG | ISHARES TR | $1.1M | 0.94% | 13,233 | 减持 |
| 23 | FLOT | ISHARES TR | $1.0M | 0.92% | 20,315 | 减持 |
| 24 | QHY | WISDOMTREE TR | $1.0M | 0.90% | 22,141 | 增持 |
| 25 | SPEM | SPDR INDEX SHS FDS | $695,216 | 0.62% | 13,426 | 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