WFA Asset Management Corp 13F 持仓 · 最近申报 2025年Q3
WFA Asset Management 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 196 只证券，申报市值合计 1.84 亿美元。前几大持仓：SCHD（14.72%）、SPYG（10.55%）、XMHQ（9.54%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $27.1M | 14.72% | 320,401 | 减持 |
| 2 | SPYG | SPDR SER TR | $19.4M | 10.55% | 234,077 | 减持 |
| 3 | XMHQ | INVESCO EXCHANGE TRADED FD T | $17.5M | 9.54% | 171,079 | 增持 |
| 4 | BBLU | EA SERIES TRUST | $15.3M | 8.34% | 1.2M | 增持 |
| 5 | IWL | ISHARES TR | $12.6M | 6.87% | 90,048 | 减持 |
| 6 | RWJ | INVESCO EXCH TRADED FD TR II | $10.4M | 5.63% | 226,568 | 减持 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $9.6M | 5.24% | 53,760 | 减持 |
| 8 | XLP | SELECT SECTOR SPDR TR | $9.6M | 5.22% | 115,719 | 减持 |
| 9 | AAPL | APPLE INC | $8.0M | 4.33% | 34,161 | 减持 |
| 10 | ACWV | ISHARES INC | $6.7M | 3.66% | 58,709 | 减持 |
| 11 | DBEF | DBX ETF TR | $6.1M | 3.31% | 145,036 | 增持 |
| 12 | VFH | VANGUARD WORLD FD | $6.0M | 3.27% | 54,723 | 减持 |
| 13 | QQQ | INVESCO QQQ TR | $3.5M | 1.88% | 7,096 | 增持 |
| 14 | T | AT&T INC | $3.2M | 1.75% | 146,117 | 减持 |
| 15 | C | CITIGROUP INC | $2.0M | 1.07% | 31,562 | 减持 |
| 16 | AMZN | AMAZON COM INC | $1.6M | 0.85% | 8,360 | 增持 |
| 17 | MO | ALTRIA GROUP INC | $1.5M | 0.79% | 28,595 | 增持 |
| 18 | ABBV | ABBVIE INC | $1.4M | 0.75% | 7,003 | 增持 |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $1.1M | 0.60% | 24,507 | 增持 |
| 20 | AMAT | APPLIED MATLS INC | $1.1M | 0.57% | 5,209 | 增持 |
| 21 | CVX | CHEVRON CORP NEW | $802,440 | 0.44% | 5,449 | 增持 |
| 22 | FDX | FEDEX CORP | $663,131 | 0.36% | 2,423 | 增持 |
| 23 | PG | PROCTER AND GAMBLE CO | $643,928 | 0.35% | 3,718 | 增持 |
| 24 | UNP | UNION PAC CORP | $618,889 | 0.34% | 2,511 | 增持 |
| 25 | V | VISA INC | $576,799 | 0.31% | 2,098 | 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