Wealthedge Investment Advisors, LLC 13F 持仓 · 2026年Q2
Wealthedge Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 143 只证券，申报市值合计 2.94 亿美元。前几大持仓：SPY（6.46%）、MSFT（4.45%）、AAPL（4.23%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $19.0M | 6.46% | 25,436 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $13.1M | 4.45% | 35,109 | 增持 |
| 3 | AAPL | APPLE INC | $12.4M | 4.23% | 42,955 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $10.5M | 3.56% | 52,266 | 增持 |
| 5 | GOOGL | ALPHABET INC | $10.1M | 3.45% | 28,348 | 减持 |
| 6 | AGG | ISHARES TR | $9.3M | 3.15% | 93,542 | 增持 |
| 7 | SCHG | SCHWAB STRATEGIC TR | $9.2M | 3.12% | 271,052 | 增持 |
| 8 | VTV | VANGUARD INDEX FDS | $9.0M | 3.05% | 41,088 | 增持 |
| 9 | IVV | ISHARES TR | $8.5M | 2.90% | 11,396 | 减持 |
| 10 | META | META PLATFORMS INC | $7.7M | 2.63% | 13,711 | 增持 |
| 11 | PAAA | PGIM ETF TR | $6.8M | 2.33% | 133,363 | 新建仓 |
| 12 | VO | VANGUARD INDEX FDS | $6.3M | 2.13% | 77,658 | 增持 |
| 13 | OEF | ISHARES TR | $5.8M | 1.98% | 15,940 | 增持 |
| 14 | SGOV | ISHARES TR | $5.3M | 1.82% | 53,087 | 减持 |
| 15 | XLV | SELECT SECTOR SPDR TR | $5.2M | 1.77% | 32,790 | 减持 |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $4.8M | 1.63% | 58,117 | 增持 |
| 17 | QCOM | QUALCOMM INC | $4.5M | 1.54% | 24,456 | 增持 |
| 18 | AMZN | AMAZON COM INC | $4.4M | 1.49% | 18,331 | 减持 |
| 19 | SCHP | SCHWAB STRATEGIC TR | $4.3M | 1.48% | 163,724 | 减持 |
| 20 | VTIP | VANGUARD MALVERN FDS | $4.3M | 1.46% | 85,735 | 增持 |
| 21 | SHY | ISHARES TR | $4.1M | 1.39% | 49,700 | 增持 |
| 22 | MU | MICRON TECHNOLOGY INC | $4.0M | 1.38% | 3,506 | 增持 |
| 23 | XLF | SELECT SECTOR SPDR TR | $3.7M | 1.27% | 69,435 | 减持 |
| 24 | IEFA | ISHARES TR | $3.5M | 1.21% | 36,723 | 减持 |
| 25 | LLY | ELI LILLY & CO | $3.5M | 1.19% | 2,906 | 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