WealthCare Investment Partners, LLC 13F 持仓 · 2026年Q2

WealthCare Investment Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 206 只证券，申报市值合计 4.12 亿美元。前几大持仓：QQQ（8.04%）、FVD（3.74%）、CGGR（3.41%）。本季前 25 大持仓中：增持 16 只、减持 9 只。

排名	代码	公司	市值	占组合	股数	变动
1	QQQ	INVESCO QQQ TR	$33.1M	8.04%	44,954	增持
2	FVD	FIRST TR EXCHANGE-TRADED FD	$15.4M	3.74%	319,921	增持
3	CGGR	CAPITAL GROUP GROWTH ETF	$14.1M	3.41%	297,842	增持
4	ITA	ISHARES TR	$12.6M	3.05%	51,841	减持
5	CGDV	CAPITAL GROUP DIVIDEND VALUE	$12.3M	2.99%	249,935	增持
6	SPMO	INVESCO EXCH TRADED FD TR II	$11.8M	2.86%	72,886	增持
7	BUFR	FIRST TR EXCHNG TRADED FD VI	$10.0M	2.42%	273,071	减持
8	VOO	VANGUARD INDEX FDS	$9.3M	2.25%	13,506	增持
9	RECS	COLUMBIA ETF TR I	$8.6M	2.08%	197,881	增持
10	FNDF	SCHWAB STRATEGIC TR	$8.4M	2.05%	160,155	增持
11	IDMO	INVESCO EXCH TRADED FD TR II	$7.9M	1.92%	131,304	减持
12	FBND	FIDELITY MERRIMACK STR TR	$7.2M	1.76%	159,091	减持
13	IAU	ISHARES GOLD TR	$7.1M	1.73%	94,552	减持
14	GRPM	INVESCO EXCHANGE TRADED FD T	$6.0M	1.46%	46,040	增持
15	CIBR	FIRST TR EXCHANGE-TRADED FD	$5.8M	1.41%	64,437	减持
16	RDVY	FIRST TR EXCHANGE TRADED FD	$5.8M	1.41%	71,866	增持
17	CGBL	CAPITAL GROUP CORE BALANCED	$5.5M	1.34%	145,243	减持
18	GOVT	ISHARES TR	$5.5M	1.33%	240,628	增持
19	XLE	SELECT SECTOR SPDR TR	$5.3M	1.30%	100,666	增持
20	CGDG	CAPITAL GROUP DIVIDEND GROWE	$5.2M	1.27%	139,637	增持
21	IJR	ISHARES TR	$4.8M	1.18%	32,655	增持
22	FNDE	SCHWAB STRATEGIC TR	$4.8M	1.17%	121,786	增持
23	XLC	SELECT SECTOR SPDR TR	$4.7M	1.13%	43,406	减持
24	XLI	SELECT SECTOR SPDR TR	$4.4M	1.07%	23,736	增持
25	XMHQ	INVESCO EXCHANGE TRADED FD T	$4.4M	1.07%	38,997	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