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WealthBridge Capital Management, LLC 13F 持仓 · 2026年Q2

WealthBridge Capital Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 235 只证券,申报市值合计 5.03 亿美元。前几大持仓:IVV(9.99%)、RSP(4.90%)、SPY(4.83%)。本季前 25 大持仓中:增持 13 只、减持 12 只。

排名代码公司市值占组合股数变动
1IVVISHARES TR$50.3M9.99%67,115增持
2RSPINVESCO EXCHANGE TRADED FD T$24.6M4.90%115,779增持
3SPYSTATE STR SPDR S&P 500 ETF T$24.3M4.83%32,533增持
4BKLCBNY MELLON ETF TRUST$22.3M4.44%155,823增持
5QQQINVESCO QQQ TR$22.3M4.43%30,264增持
6AAPLAPPLE INC$15.8M3.15%54,692增持
7BRKBBERKSHIRE HATHAWAY INC DEL$14.2M2.81%28,293减持
8AMZNAMAZON COM INC$11.8M2.36%49,716减持
9NVDANVIDIA CORPORATION$11.4M2.26%56,812减持
10IGMISHARES TR$10.8M2.15%66,166减持
11GOOGALPHABET INC$9.6M1.92%27,277减持
12VYMVANGUARD WHITEHALL FDS$9.1M1.81%57,489减持
13GLDSPDR GOLD TR$7.9M1.56%21,374增持
14GRIDFIRST TR EXCHANGE-TRADED FD$7.9M1.56%40,975增持
15IYWISHARES TR$7.6M1.51%30,218减持
16VIGVANGUARD SPECIALIZED FUNDS$7.3M1.45%30,868减持
17AIRRFIRST TR EXCHANGE TRADED FD$6.9M1.38%51,937增持
18LLYELI LILLY & CO$6.7M1.33%5,578减持
19PAVEGLOBAL X FDS$6.0M1.19%102,030增持
20VTIVANGUARD INDEX FDS$5.6M1.10%15,018增持
21USMVISHARES TR$5.2M1.04%54,152减持
22EMREMERSON ELEC CO$5.1M1.02%35,718减持
23ICSHISHARES TR$5.1M1.00%99,911增持
24MSFTMICROSOFT CORP$4.9M0.98%13,263增持
25IWMISHARES TR$4.6M0.92%15,325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