Wealth Group Ltd 13F 持仓 · 2026年Q3
Wealth Group 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 96 只证券，申报市值合计 5.40 亿美元。前几大持仓：IVV（21.99%）、BBUS（16.51%）、QUAL（8.87%）。本季前 25 大持仓中：增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES | $118.7M | 21.99% | 153,570 | 减持 |
| 2 | BBUS | JP Morgan | $89.2M | 16.51% | 641,322 | 增持 |
| 3 | QUAL | ISHARES | $47.9M | 8.87% | 213,386 | 减持 |
| 4 | QQQ | Invesco | $36.5M | 6.76% | 48,725 | 减持 |
| 5 | VGT | Vanguard | $33.9M | 6.28% | 264,455 | 减持 |
| 6 | DYNF | Ishares | $30.7M | 5.69% | 439,142 | 增持 |
| 7 | VOO | Vanguard | $25.0M | 4.64% | 35,400 | 减持 |
| 8 | OEF | ISHARES | $23.6M | 4.36% | 61,200 | 增持 |
| 9 | COWZ | Pacer | $20.7M | 3.83% | 306,196 | 减持 |
| 10 | QQQM | Ishares | $11.9M | 2.21% | 38,644 | 增持 |
| 11 | DGRO | ISHARES | $7.2M | 1.33% | 94,815 | 减持 |
| 12 | RPG | Invesco | $4.5M | 0.84% | 76,018 | 减持 |
| 13 | ICOW | pacer | $4.5M | 0.83% | 106,299 | 减持 |
| 14 | SCHX | Schwab | $4.0M | 0.75% | 132,942 | 减持 |
| 15 | VXF | Vanguard | $4.0M | 0.74% | 16,938 | 减持 |
| 16 | CGUS | Capital Group | $3.7M | 0.69% | 83,154 | 增持 |
| 17 | SCHM | Schwab | $3.5M | 0.65% | 102,182 | 增持 |
| 18 | ESGV | Vanguard | $3.4M | 0.63% | 24,917 | 减持 |
| 19 | IXUS | ISHARES | $3.2M | 0.60% | 33,878 | 减持 |
| 20 | VTI | Vanguard | $3.0M | 0.56% | 7,941 | 增持 |
| 21 | SCHB | Schwab | $2.9M | 0.54% | 98,383 | 减持 |
| 22 | ITOT | ISHARES | $2.9M | 0.53% | 17,162 | 减持 |
| 23 | IJH | ISHARES | $2.8M | 0.52% | 38,413 | 减持 |
| 24 | NOBL | Proshares | $2.7M | 0.50% | 49,373 | 减持 |
| 25 | AAPL | APPLE INCORPORATED | $2.4M | 0.45% | 7,298 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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