Wealth Quarterback LLC 13F 持仓 · 2026年Q2
Wealth Quarterback 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 171 只证券，申报市值合计 3.24 亿美元。前几大持仓：IVV（14.86%）、IAU（5.84%）、SMH（5.76%）。本季前 25 大持仓中：新建仓 2 只、增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $48.1M | 14.86% | 64,245 | 增持 |
| 2 | IAU | ISHARES GOLD TR | $18.9M | 5.84% | 250,563 | 增持 |
| 3 | SMH | VANECK ETF TRUST | $18.7M | 5.76% | 28,436 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $16.7M | 5.16% | 22,702 | 增持 |
| 5 | QUAL | ISHARES TR | $16.6M | 5.14% | 75,806 | 增持 |
| 6 | AAPL | APPLE INC | $10.0M | 3.10% | 34,685 | 减持 |
| 7 | FBCG | FIDELITY COVINGTON TRUST | $8.4M | 2.61% | 135,983 | 增持 |
| 8 | XOVR | ENTREPRENEURSHARES SERIES TR | $8.5M | 2.61% | 401,964 | 增持 |
| 9 | DVY | ISHARES TR | $7.8M | 2.42% | 50,050 | 增持 |
| 10 | DYNF | BLACKROCK ETF TRUST | $7.4M | 2.28% | 108,719 | 增持 |
| 11 | FENI | FIDELITY COVINGTON TRUST | $6.2M | 1.90% | 153,327 | 增持 |
| 12 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $5.6M | 1.74% | 110,423 | 增持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $4.8M | 1.49% | 8,326 | 减持 |
| 14 | DIA | STATE STR SPDR DOW JONES IND | $4.7M | 1.44% | 8,939 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $4.5M | 1.39% | 22,472 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $4.1M | 1.27% | 11,007 | 增持 |
| 17 | XLU | SELECT SECTOR SPDR TR | $4.0M | 1.23% | 88,207 | 增持 |
| 18 | AMZN | AMAZON COM INC | $3.5M | 1.08% | 14,728 | 减持 |
| 19 | GOOGL | ALPHABET INC | $3.4M | 1.06% | 9,641 | 增持 |
| 20 | IALT | BLACKROCK ETF TRUST | $3.3M | 1.03% | 118,624 | 新建仓 |
| 21 | ITA | ISHARES TR | $3.2M | 0.98% | 13,080 | 增持 |
| 22 | BAI | BLACKROCK ETF TRUST | $3.1M | 0.97% | 59,414 | 增持 |
| 23 | CORO | BLACKROCK ETF TRUST | $2.9M | 0.91% | 80,435 | 新建仓 |
| 24 | FENY | FIDELITY COVINGTON TRUST | $3.0M | 0.91% | 100,204 | 增持 |
| 25 | IEMG | ISHARES INC | $2.9M | 0.90% | 34,993 | 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