Watershed Private Wealth LLC 13F 持仓 · 2026年Q2
Watershed Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 3.55 亿美元。前几大持仓：IVV（19.13%）、NVDA（5.73%）、AGG（5.67%）。本季前 25 大持仓中：增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $67.9M | 19.13% | 90,706 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $20.3M | 5.73% | 101,671 | 增持 |
| 3 | AGG | ISHARES TR | $20.1M | 5.67% | 203,469 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $15.7M | 4.43% | 182,632 | 增持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $15.1M | 4.26% | 222,462 | 增持 |
| 6 | VTV | VANGUARD INDEX FDS | $12.5M | 3.52% | 57,299 | 减持 |
| 7 | QQQ | INVESCO QQQ TR | $11.9M | 3.35% | 16,129 | 减持 |
| 8 | EFG | ISHARES TR | $11.6M | 3.27% | 93,224 | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $10.6M | 2.98% | 177,470 | 减持 |
| 10 | EFV | ISHARES TR | $10.1M | 2.85% | 131,984 | 减持 |
| 11 | DFAT | DIMENSIONAL ETF TRUST | $8.0M | 2.25% | 114,095 | 减持 |
| 12 | LMUB | ISHARES TR | $6.2M | 1.74% | 120,450 | 减持 |
| 13 | CAT | CATERPILLAR INC | $5.6M | 1.58% | 5,254 | 减持 |
| 14 | SHLD | GLOBAL X FDS | $5.4M | 1.52% | 90,329 | 增持 |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $5.1M | 1.45% | 31,857 | 减持 |
| 16 | GOOG | ALPHABET INC | $4.9M | 1.39% | 13,970 | 增持 |
| 17 | GOVT | ISHARES TR | $4.8M | 1.34% | 208,974 | 增持 |
| 18 | MUB | ISHARES TR | $4.5M | 1.27% | 41,773 | 增持 |
| 19 | VTEB | VANGUARD MUN BD FDS | $4.3M | 1.22% | 85,950 | 增持 |
| 20 | VV | VANGUARD INDEX FDS | $4.3M | 1.22% | 12,610 | 持平 |
| 21 | TLH | ISHARES TR | $4.3M | 1.21% | 42,775 | 增持 |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | $4.2M | 1.20% | 87,628 | 增持 |
| 23 | META | META PLATFORMS INC | $4.2M | 1.19% | 7,509 | 增持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $4.0M | 1.12% | 5,309 | 持平 |
| 25 | AMZN | AMAZON COM INC | $3.8M | 1.06% | 15,820 | 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