Wealth Analytics Partners, LLC 13F 持仓 · 2026年Q2
Wealth Analytics Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 2.76 亿美元。前几大持仓：VUG（19.87%）、VTV（18.85%）、BND（9.20%）。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 | VUG | VANGUARD INDEX FDS | $54.8M | 19.87% | 630,086 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $52.0M | 18.85% | 237,675 | 增持 |
| 3 | BND | VANGUARD BD INDEX FDS | $25.4M | 9.20% | 348,871 | 增持 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $14.5M | 5.27% | 248,106 | 增持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $13.5M | 4.90% | 56,876 | 减持 |
| 6 | VB | VANGUARD INDEX FDS | $12.6M | 4.56% | 42,379 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $12.3M | 4.45% | 57,975 | 减持 |
| 8 | GOOG | ALPHABET INC | $10.3M | 3.74% | 28,854 | 增持 |
| 9 | AMZN | AMAZON COM INC | $8.6M | 3.12% | 34,808 | 减持 |
| 10 | AAPL | APPLE INC | $8.4M | 3.06% | 26,773 | 减持 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $8.3M | 3.02% | 9,023 | 减持 |
| 12 | IEFA | ISHARES TR | $7.7M | 2.79% | 79,502 | 增持 |
| 13 | O | REALTY INCOME CORP | $7.3M | 2.64% | 114,078 | 增持 |
| 14 | META | META PLATFORMS INC | $5.6M | 2.03% | 8,458 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $5.3M | 1.93% | 13,843 | 减持 |
| 16 | EFA | ISHARES TR | $3.7M | 1.36% | 35,960 | 减持 |
| 17 | TSLA | TESLA INC | $2.8M | 1.03% | 7,181 | 减持 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.6M | 0.93% | 6,114 | 增持 |
| 19 | IWF | ISHARES TR | $2.4M | 0.87% | 19,522 | 增持 |
| 20 | ESGV | VANGUARD WORLD FD | $2.0M | 0.73% | 14,996 | 减持 |
| 21 | VTI | VANGUARD INDEX FDS | $2.0M | 0.71% | 5,265 | 增持 |
| 22 | QQQ | INVESCO QQQ TR | $1.8M | 0.66% | 2,523 | 减持 |
| 23 | ESGD | ISHARES TR | $969,777 | 0.35% | 9,408 | 减持 |
| 24 | MU | MICRON TECHNOLOGY INC | $919,217 | 0.33% | 935 | 增持 |
| 25 | DSI | ISHARES TR | $820,017 | 0.30% | 5,763 | 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