Wealthcare Capital Management LLC 13F 持仓 · 2026年Q2
Wealthcare Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 105 只证券，申报市值合计 10.54 亿美元。前几大持仓：VTI（36.40%）、IEF（16.54%）、STIP（9.10%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $383.6M | 36.40% | 1.0M | 减持 |
| 2 | IEF | ISHARES TR | $174.3M | 16.54% | 1.8M | 增持 |
| 3 | STIP | ISHARES TR | $95.9M | 9.10% | 938,761 | 增持 |
| 4 | CAOS | EA SERIES TRUST | $94.1M | 8.93% | 1.0M | 增持 |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $77.6M | 7.36% | 926,244 | 减持 |
| 6 | PSLV | SPROTT ASSET MANAGEMENT LP | $19.4M | 1.84% | 1.0M | 减持 |
| 7 | UTEN | RBB FD INC | $16.2M | 1.54% | 375,016 | 减持 |
| 8 | PHYS | SPROTT ASSET MANAGEMENT LP | $13.7M | 1.30% | 455,668 | 减持 |
| 9 | ITOT | ISHARES TR | $13.2M | 1.25% | 80,466 | 增持 |
| 10 | BNDX | VANGUARD CHARLOTTE FDS | $12.9M | 1.22% | 266,204 | 增持 |
| 11 | MUB | ISHARES TR | $12.4M | 1.18% | 115,086 | 增持 |
| 12 | IEI | ISHARES TR | $11.6M | 1.10% | 98,380 | 增持 |
| 13 | SCHP | SCHWAB STRATEGIC TR | $11.4M | 1.09% | 432,020 | 增持 |
| 14 | IVZ | INVESCO LTD | $11.4M | 1.08% | 432,545 | 减持 |
| 15 | SPYM | SPDR SERIES TRUST | $9.3M | 0.89% | 106,384 | 增持 |
| 16 | TFI | SPDR SERIES TRUST | $7.8M | 0.74% | 170,695 | 减持 |
| 17 | USFR | WISDOMTREE TR | $7.7M | 0.73% | 153,027 | 减持 |
| 18 | AGG | ISHARES TR | $4.5M | 0.43% | 45,792 | 增持 |
| 19 | IXUS | ISHARES TR | $3.5M | 0.34% | 37,152 | 减持 |
| 20 | DSI | ISHARES TR | $3.5M | 0.33% | 24,589 | 增持 |
| 21 | XSVN | BONDBLOXX ETF TRUST | $3.3M | 0.32% | 70,731 | 新建仓 |
| 22 | IWV | ISHARES TR | $3.3M | 0.31% | 7,653 | 减持 |
| 23 | SPSM | SPDR SERIES TRUST | $3.2M | 0.30% | 55,587 | 减持 |
| 24 | SCHD | SCHWAB STRATEGIC TR | $3.1M | 0.29% | 96,275 | 增持 |
| 25 | IVV | ISHARES TR | $2.9M | 0.28% | 3,927 | 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