Wealth Advisors of Iowa, LLC 13F 持仓 · 2026年Q2
Wealth Advisors of Iowa 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 3.69 亿美元。前几大持仓：JEPQ（11.22%）、SPDW（9.51%）、RSP（8.44%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JEPQ | J P MORGAN EXCHANGE TRADED F | $41.4M | 11.22% | 674,013 | 增持 |
| 2 | SPDW | SPDR INDEX SHS FDS | $35.1M | 9.51% | 696,738 | 增持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $31.2M | 8.44% | 146,535 | 减持 |
| 4 | SPYM | SPDR SERIES TRUST | $30.8M | 8.35% | 350,771 | 增持 |
| 5 | SPYV | SPDR SERIES TRUST | $27.7M | 7.51% | 456,134 | 增持 |
| 6 | SGOV | ISHARES TR | $19.6M | 5.32% | 194,962 | 减持 |
| 7 | USMV | ISHARES TR | $19.0M | 5.16% | 197,413 | 增持 |
| 8 | SPYG | SPDR SERIES TRUST | $16.1M | 4.35% | 135,000 | 增持 |
| 9 | XLU | SELECT SECTOR SPDR TR | $15.0M | 4.07% | 331,564 | 减持 |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $13.4M | 3.63% | 82,862 | 新建仓 |
| 11 | XLE | SELECT SECTOR SPDR TR | $12.1M | 3.27% | 227,164 | 增持 |
| 12 | BIL | SPDR SERIES TRUST | $6.5M | 1.77% | 71,148 | 增持 |
| 13 | AAPL | APPLE INC | $6.1M | 1.65% | 20,990 | 减持 |
| 14 | IVV | ISHARES TR | $5.7M | 1.55% | 7,630 | 减持 |
| 15 | LDUR | PIMCO ETF TR | $4.8M | 1.30% | 50,339 | 增持 |
| 16 | QINT | AMERICAN CENTY ETF TR | $4.8M | 1.29% | 68,685 | 减持 |
| 17 | EFAV | ISHARES TR | $4.5M | 1.21% | 51,015 | 减持 |
| 18 | SPSM | SPDR SERIES TRUST | $4.2M | 1.14% | 72,714 | 增持 |
| 19 | USMC | PRINCIPAL EXCHANGE TRADED FD | $4.2M | 1.14% | 56,564 | 减持 |
| 20 | BOND | PIMCO ETF TR | $3.8M | 1.04% | 41,507 | 增持 |
| 21 | PYLD | PIMCO ETF TR | $3.2M | 0.87% | 120,718 | 增持 |
| 22 | SPEM | SPDR INDEX SHS FDS | $3.0M | 0.82% | 58,143 | 增持 |
| 23 | JQUA | J P MORGAN EXCHANGE TRADED F | $2.9M | 0.79% | 40,462 | 减持 |
| 24 | DE | DEERE & CO | $2.9M | 0.77% | 4,501 | 增持 |
| 25 | IUSV | ISHARES TR | $2.6M | 0.71% | 23,953 | 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