Wealth Care LLC 13F 持仓 · 2026年Q2
Wealth Care 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 1.23 亿美元。前几大持仓：IJR（9.68%）、VTI（9.02%）、VIG（6.99%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $11.9M | 9.68% | 80,573 | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $11.1M | 9.02% | 30,088 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $8.6M | 6.99% | 36,501 | 增持 |
| 4 | IJH | ISHARES TR | $8.3M | 6.76% | 108,190 | 减持 |
| 5 | IAU | ISHARES GOLD TR | $7.8M | 6.33% | 103,583 | 减持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $7.4M | 5.96% | 46,557 | 减持 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $7.0M | 5.65% | 32,758 | 减持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $5.3M | 4.31% | 183,961 | 减持 |
| 9 | PDI | PIMCO DYNAMIC INCOME FD | $4.2M | 3.38% | 249,620 | 增持 |
| 10 | IVV | ISHARES TR | $4.1M | 3.29% | 5,424 | 增持 |
| 11 | AAPL | APPLE INC | $4.0M | 3.24% | 13,843 | 减持 |
| 12 | DVY | ISHARES TR | $2.5M | 2.01% | 15,910 | 减持 |
| 13 | IJJ | ISHARES TR | $2.1M | 1.71% | 14,271 | 增持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $1.9M | 1.50% | 2,480 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $1.8M | 1.43% | 8,847 | 减持 |
| 16 | VO | VANGUARD INDEX FDS | $1.6M | 1.28% | 19,630 | 增持 |
| 17 | SYLD | CAMBRIA ETF TR | $1.6M | 1.26% | 19,609 | 增持 |
| 18 | DLS | WISDOMTREE TR | $1.4M | 1.17% | 17,263 | 增持 |
| 19 | RPV | INVESCO EXCHANGE TRADED FD T | $1.4M | 1.15% | 12,529 | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $1.4M | 1.10% | 1,847 | 增持 |
| 21 | IWN | ISHARES TR | $1.1M | 0.90% | 5,000 | 持平 |
| 22 | NCV | VIRTUS CONVERTIBLE & INCOME | $1.1M | 0.89% | 62,340 | 减持 |
| 23 | IWM | ISHARES TR | $1.1M | 0.85% | 3,498 | 增持 |
| 24 | SDY | SPDR SERIES TRUST | $1.0M | 0.85% | 6,892 | 增持 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $932,584 | 0.76% | 15,624 | 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