Wealth Intelligence, LLC 13F 持仓 · 2026年Q2
Wealth Intelligence 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 59 只证券，申报市值合计 2.15 亿美元。前几大持仓：LOW（30.90%）、FTCB（8.67%）、PFXF（4.53%）。本季前 25 大持仓中：增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LOW | LOWES COS INC | $66.5M | 30.90% | 301,682 | 增持 |
| 2 | FTCB | FIRST TR EXCHANGE-TRADED FD | $18.7M | 8.67% | 895,036 | 减持 |
| 3 | PFXF | VANECK ETF TRUST | $9.8M | 4.53% | 546,751 | 增持 |
| 4 | GSY | INVESCO ACTIVELY MANAGED EXC | $9.4M | 4.39% | 188,347 | 增持 |
| 5 | AAPL | APPLE INC | $7.6M | 3.53% | 26,291 | 减持 |
| 6 | AVGO | BROADCOM INC | $6.8M | 3.16% | 18,009 | 增持 |
| 7 | SAWS | ETF SER SOLUTIONS | $6.0M | 2.78% | 229,882 | 增持 |
| 8 | ETN | EATON CORP PLC | $5.0M | 2.33% | 11,763 | 增持 |
| 9 | JPM | JPMORGAN CHASE & CO | $4.6M | 2.15% | 14,123 | 增持 |
| 10 | MPC | MARATHON PETE CORP | $4.5M | 2.08% | 17,530 | 减持 |
| 11 | JCI | JOHNSON CONTROLS INTERNATION | $4.0M | 1.84% | 27,047 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $3.7M | 1.74% | 10,037 | 增持 |
| 13 | UNP | UNION PAC CORP | $3.2M | 1.49% | 11,786 | 增持 |
| 14 | GOOGL | ALPHABET INC | $3.2M | 1.47% | 8,868 | 增持 |
| 15 | CB | CHUBB LIMITED | $2.9M | 1.34% | 8,493 | 减持 |
| 16 | CVS | CVS HEALTH CORP | $2.8M | 1.31% | 27,203 | 增持 |
| 17 | AMZN | AMAZON COM INC | $2.7M | 1.25% | 11,259 | 增持 |
| 18 | EFAA | INVESCO ACTIVELY MANAGED EXC | $2.5M | 1.17% | 45,187 | 增持 |
| 19 | CME | CME GROUP INC | $2.4M | 1.12% | 10,923 | 增持 |
| 20 | SO | SOUTHERN CO | $2.4M | 1.11% | 24,876 | 减持 |
| 21 | V | VISA INC | $2.3M | 1.07% | 6,698 | 增持 |
| 22 | CMI | CUMMINS INC | $2.2M | 1.01% | 3,036 | 增持 |
| 23 | AFL | AFLAC INC | $2.2M | 1.00% | 18,340 | 持平 |
| 24 | ABBV | ABBVIE INC | $2.1M | 0.96% | 8,194 | 增持 |
| 25 | JNJ | JOHNSON & JOHNSON | $1.9M | 0.90% | 7,630 | 增持 |
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