Whelan Financial 13F 持仓 · 2026年Q2
Whelan Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 3.67 亿美元。前几大持仓：QQQM（17.58%）、SCHD（15.45%）、VB（10.70%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $64.6M | 17.58% | 213,092 | 减持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $56.7M | 15.45% | 1.8M | 增持 |
| 3 | VB | VANGUARD INDEX FDS | $39.3M | 10.70% | 129,593 | 增持 |
| 4 | VNQ | VANGUARD INDEX FDS | $23.7M | 6.45% | 245,744 | 减持 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $22.0M | 6.00% | 373,581 | 增持 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $17.8M | 4.84% | 224,808 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $16.4M | 4.48% | 223,927 | 增持 |
| 8 | VO | VANGUARD INDEX FDS | $15.8M | 4.31% | 196,652 | 增持 |
| 9 | AAPL | APPLE INC | $10.0M | 2.73% | 34,631 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $8.8M | 2.40% | 43,999 | 增持 |
| 11 | IOO | ISHARES TR | $6.6M | 1.81% | 48,575 | 增持 |
| 12 | KLAC | KLA CORP | $5.0M | 1.36% | 16,585 | 增持 |
| 13 | GOOG | ALPHABET INC | $4.8M | 1.29% | 13,454 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $4.6M | 1.25% | 12,341 | 增持 |
| 15 | META | META PLATFORMS INC | $3.6M | 0.98% | 6,393 | 增持 |
| 16 | AMZN | AMAZON COM INC | $3.5M | 0.96% | 14,825 | 增持 |
| 17 | IWY | ISHARES TR | $2.6M | 0.71% | 8,957 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $2.5M | 0.69% | 6,831 | 减持 |
| 19 | SCHA | SCHWAB STRATEGIC TR | $2.5M | 0.68% | 69,459 | 减持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.61% | 4,472 | 增持 |
| 21 | LOW | LOWES COS INC | $2.2M | 0.61% | 10,195 | 增持 |
| 22 | AVGO | BROADCOM INC | $2.1M | 0.58% | 5,685 | 增持 |
| 23 | GOOGL | ALPHABET INC | $2.0M | 0.53% | 5,483 | 减持 |
| 24 | SCHW | SCHWAB CHARLES CORP | $1.8M | 0.48% | 19,156 | 增持 |
| 25 | BAC | BANK OF AMER CORP | $1.6M | 0.45% | 28,820 | 增持 |
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