Wealth Forward, LLC 13F 持仓 · 2026年Q2
Wealth Forward 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 2.01 亿美元。前几大持仓：FNDA（11.45%）、OEF（10.88%）、RSP（10.51%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FNDA | SCHWAB STRATEGIC TR | $23.0M | 11.45% | 603,841 | 增持 |
| 2 | OEF | ISHARES TR | $21.8M | 10.88% | 59,704 | 减持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $21.1M | 10.51% | 99,149 | 减持 |
| 4 | FNDX | SCHWAB STRATEGIC TR | $19.3M | 9.59% | 619,404 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $19.0M | 9.45% | 266,252 | 增持 |
| 6 | IGSB | ISHARES TR | $10.9M | 5.45% | 208,621 | 增持 |
| 7 | ILCB | ISHARES TR | $10.4M | 5.20% | 100,803 | 增持 |
| 8 | TIP | ISHARES TR | $10.2M | 5.10% | 93,666 | 增持 |
| 9 | BKAG | BNY MELLON ETF TRUST | $8.9M | 4.43% | 212,034 | 增持 |
| 10 | BKIE | BNY MELLON ETF TRUST | $7.1M | 3.56% | 71,072 | 增持 |
| 11 | FNDE | SCHWAB STRATEGIC TR | $7.1M | 3.53% | 178,420 | 增持 |
| 12 | AOR | ISHARES TR | $6.0M | 3.00% | 86,813 | 增持 |
| 13 | SPHY | SPDR SERIES TRUST | $5.5M | 2.74% | 234,315 | 增持 |
| 14 | BKLC | BNY MELLON ETF TRUST | $5.1M | 2.56% | 35,865 | 增持 |
| 15 | AAPL | APPLE INC | $3.8M | 1.92% | 13,292 | 增持 |
| 16 | AOA | ISHARES TR | $3.4M | 1.70% | 35,042 | 增持 |
| 17 | USB | US BANCORP | $2.0M | 1.01% | 33,482 | 减持 |
| 18 | ALRS | ALERUS FINL CORP | $1.6M | 0.78% | 50,279 | 持平 |
| 19 | MSFT | MICROSOFT CORP | $1.2M | 0.62% | 3,338 | 增持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.59% | 2,360 | 减持 |
| 21 | VOO | VANGUARD INDEX FDS | $986,946 | 0.49% | 1,437 | 持平 |
| 22 | BSV | VANGUARD BD INDEX FDS | $701,268 | 0.35% | 9,001 | 持平 |
| 23 | SCHO | SCHWAB STRATEGIC TR | $682,317 | 0.34% | 28,265 | 新建仓 |
| 24 | SCHP | SCHWAB STRATEGIC TR | $687,304 | 0.34% | 25,936 | 新建仓 |
| 25 | AOK | ISHARES TR | $630,372 | 0.31% | 15,197 | 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