Vertrix Wealth Management, LLC 13F 持仓 · 2026年Q2
Vertrix Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 2.97 亿美元。前几大持仓：BIV（5.06%）、BSV（5.01%）、VTIP（4.43%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $15.0M | 5.06% | 195,820 | 增持 |
| 2 | BSV | VANGUARD BD INDEX FDS | $14.9M | 5.01% | 190,848 | 增持 |
| 3 | VTIP | VANGUARD MALVERN FDS | $13.2M | 4.43% | 262,186 | 增持 |
| 4 | SPYV | SPDR SERIES TRUST | $12.1M | 4.09% | 199,787 | 减持 |
| 5 | FLOT | ISHARES TR | $11.9M | 4.00% | 232,862 | 新建仓 |
| 6 | AAPL | APPLE INC | $9.0M | 3.03% | 31,112 | 减持 |
| 7 | SPYG | SPDR SERIES TRUST | $8.8M | 2.97% | 74,107 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $6.9M | 2.32% | 21,084 | 增持 |
| 9 | AXP | AMERICAN EXPRESS CO | $6.1M | 2.06% | 18,098 | 增持 |
| 10 | WMT | WALMART INC | $6.0M | 2.03% | 53,184 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $5.9M | 1.99% | 15,873 | 减持 |
| 12 | SRLN | SSGA ACTIVE ETF TR | $5.9M | 1.99% | 146,567 | 新建仓 |
| 13 | AMGN | AMGEN INC | $5.8M | 1.95% | 16,032 | 增持 |
| 14 | LIN | LINDE PLC | $5.5M | 1.85% | 10,602 | 增持 |
| 15 | MS | MORGAN STANLEY | $5.5M | 1.85% | 26,272 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $5.5M | 1.85% | 27,485 | 增持 |
| 17 | AVGO | BROADCOM INC | $5.3M | 1.79% | 14,111 | 减持 |
| 18 | BNY | BANK OF NY MELLON CORP | $5.2M | 1.77% | 36,246 | 减持 |
| 19 | DUK | DUKE ENERGY CORP NEW | $5.2M | 1.75% | 40,989 | 增持 |
| 20 | LOW | LOWES COS INC | $5.2M | 1.74% | 23,496 | 增持 |
| 21 | SPG | SIMON PPTY GROUP INC NEW | $4.9M | 1.65% | 21,972 | 减持 |
| 22 | EMR | EMERSON ELEC CO | $4.7M | 1.60% | 33,172 | 增持 |
| 23 | LMT | LOCKHEED MARTIN CORP | $4.7M | 1.59% | 9,246 | 增持 |
| 24 | WM | WASTE MGMT INC DEL | $4.6M | 1.53% | 20,447 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.5M | 1.51% | 8,968 | 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