Waldron Private Wealth LLC 13F 持仓 · 2026年Q2
Waldron Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 350 只证券，申报市值合计 28.88 亿美元。前几大持仓：VTV（13.88%）、VUG（13.08%）、IXUS（9.55%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $400.8M | 13.88% | 1.8M | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $377.7M | 13.08% | 4.4M | 增持 |
| 3 | IXUS | ISHARES TR | $275.9M | 9.55% | 2.9M | 减持 |
| 4 | IWF | ISHARES TR | $272.6M | 9.44% | 2.2M | 增持 |
| 5 | IWD | ISHARES TR | $206.9M | 7.16% | 853,400 | 减持 |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $68.3M | 2.37% | 534,614 | 减持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $61.3M | 2.12% | 82,041 | 减持 |
| 8 | VYM | VANGUARD WHITEHALL FDS | $59.3M | 2.05% | 375,558 | 减持 |
| 9 | IGF | ISHARES TR | $45.8M | 1.59% | 688,085 | 减持 |
| 10 | VBK | VANGUARD INDEX FDS | $37.3M | 1.29% | 102,047 | 减持 |
| 11 | IWN | ISHARES TR | $36.0M | 1.25% | 162,783 | 减持 |
| 12 | VBR | VANGUARD INDEX FDS | $35.2M | 1.22% | 144,689 | 减持 |
| 13 | VTEB | VANGUARD MUN BD FDS | $35.3M | 1.22% | 697,759 | 减持 |
| 14 | IWV | ISHARES TR | $33.6M | 1.16% | 78,861 | 减持 |
| 15 | VOO | VANGUARD INDEX FDS | $33.4M | 1.16% | 48,571 | 增持 |
| 16 | AAPL | APPLE INC | $31.4M | 1.09% | 108,448 | 减持 |
| 17 | ACWI | ISHARES TR | $31.3M | 1.08% | 199,242 | 减持 |
| 18 | JAAA | JANUS DETROIT STR TR | $27.1M | 0.94% | 536,366 | 减持 |
| 19 | IUSG | ISHARES TR | $26.8M | 0.93% | 142,383 | 减持 |
| 20 | IWO | ISHARES TR | $23.4M | 0.81% | 59,303 | 减持 |
| 21 | FCF | FIRST COMWLTH FINL CORP PA | $23.2M | 0.80% | 1.1M | 减持 |
| 22 | IVV | ISHARES TR | $23.0M | 0.80% | 30,770 | 减持 |
| 23 | IUSV | ISHARES TR | $22.8M | 0.79% | 206,863 | 减持 |
| 24 | MUB | ISHARES TR | $22.9M | 0.79% | 212,725 | 减持 |
| 25 | SYK | STRYKER CORPORATION | $22.6M | 0.78% | 71,770 | 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