Wela Strategies, Inc. 13F 持仓 · 最近申报 2025年Q3
Wela Strategies 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 55 只证券，申报市值合计 2.64 亿美元。前几大持仓：IVV（25.49%）、SPTI（11.22%）、LQD（9.63%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $67.2M | 25.49% | 100,417 | 减持 |
| 2 | SPTI | SPDR SERIES TRUST | $29.6M | 11.22% | 1.0M | 增持 |
| 3 | LQD | ISHARES TR | $25.4M | 9.63% | 227,873 | 增持 |
| 4 | IEFA | ISHARES TR | $23.2M | 8.81% | 266,184 | 减持 |
| 5 | BND | VANGUARD BD INDEX FDS | $14.1M | 5.33% | 189,057 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $12.7M | 4.81% | 234,242 | 增持 |
| 7 | VNQ | VANGUARD INDEX FDS | $11.5M | 4.37% | 126,162 | 增持 |
| 8 | IJH | ISHARES TR | $8.3M | 3.15% | 127,135 | 减持 |
| 9 | XLF | SELECT SECTOR SPDR TR | $6.6M | 2.51% | 122,688 | 增持 |
| 10 | XLV | SELECT SECTOR SPDR TR | $6.6M | 2.50% | 47,290 | 增持 |
| 11 | XLU | SELECT SECTOR SPDR TR | $6.4M | 2.44% | 73,795 | 增持 |
| 12 | XLI | SELECT SECTOR SPDR TR | $6.4M | 2.41% | 41,257 | 减持 |
| 13 | ANGL | VANECK ETF TRUST | $5.9M | 2.26% | 1.6M | 增持 |
| 14 | DGRO | ISHARES TR | $5.4M | 2.06% | 79,604 | 减持 |
| 15 | IJR | ISHARES TR | $4.1M | 1.56% | 34,630 | 减持 |
| 16 | BIV | VANGUARD BD INDEX FDS | $2.8M | 1.05% | 35,521 | 减持 |
| 17 | EMLP | FIRST TR EXCHANGE-TRADED FD | $2.6M | 0.99% | 68,078 | 增持 |
| 18 | BSV | VANGUARD BD INDEX FDS | $2.3M | 0.87% | 29,008 | 减持 |
| 19 | FLRN | SPDR SERIES TRUST | $2.3M | 0.86% | 73,828 | 增持 |
| 20 | BLV | VANGUARD BD INDEX FDS | $1.8M | 0.70% | 25,941 | 增持 |
| 21 | IQLT | ISHARES TR | $1.1M | 0.40% | 24,067 | 减持 |
| 22 | LMT | LOCKHEED MARTIN CORP | $995,150 | 0.38% | 1,993 | 增持 |
| 23 | CSCO | CISCO SYS INC | $841,233 | 0.32% | 12,295 | 增持 |
| 24 | NEM | NEWMONT CORP | $856,453 | 0.32% | 10,158 | 减持 |
| 25 | ASML | ASML HOLDING N V | $800,634 | 0.30% | 827 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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