Wilkins Miller Wealth Management, LLC 13F 持仓 · 2026年Q2
Wilkins Miller Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 95 只证券，申报市值合计 1.82 亿美元。前几大持仓：SCHX（9.59%）、SCHG（5.55%）、IVV（4.55%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $17.4M | 9.59% | 592,426 | 减持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $10.1M | 5.55% | 298,319 | 减持 |
| 3 | IVV | ISHARES TR | $8.3M | 4.55% | 11,046 | 减持 |
| 4 | SCHA | SCHWAB STRATEGIC TR | $7.3M | 4.04% | 203,147 | 减持 |
| 5 | SPDW | SPDR INDEX SHS FDS | $7.0M | 3.88% | 139,886 | 增持 |
| 6 | BSCU | INVESCO EXCH TRD SLF IDX FD | $6.3M | 3.46% | 377,673 | 增持 |
| 7 | BSCT | INVESCO EXCH TRD SLF IDX FD | $5.9M | 3.24% | 317,100 | 减持 |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $5.9M | 3.23% | 288,272 | 减持 |
| 9 | FNDX | SCHWAB STRATEGIC TR | $5.7M | 3.16% | 184,571 | 增持 |
| 10 | IBDV | ISHARES TR | $5.6M | 3.07% | 256,301 | 减持 |
| 11 | GSEW | GOLDMAN SACHS ETF TR | $5.5M | 3.03% | 58,410 | 减持 |
| 12 | IBDW | ISHARES TR | $4.3M | 2.37% | 207,018 | 减持 |
| 13 | IBDU | ISHARES TR | $4.1M | 2.24% | 176,182 | 增持 |
| 14 | VYM | VANGUARD WHITEHALL FDS | $4.1M | 2.24% | 25,752 | 增持 |
| 15 | VFMO | VANGUARD WELLINGTON FD | $3.7M | 2.03% | 14,800 | 增持 |
| 16 | BIV | VANGUARD BD INDEX FDS | $3.7M | 2.01% | 47,601 | 增持 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $3.3M | 1.82% | 14,021 | 减持 |
| 18 | SPYG | SPDR SERIES TRUST | $3.3M | 1.80% | 27,576 | 增持 |
| 19 | SCHB | SCHWAB STRATEGIC TR | $3.0M | 1.66% | 104,089 | 减持 |
| 20 | BSCV | INVESCO EXCH TRD SLF IDX FD | $3.0M | 1.63% | 180,949 | 增持 |
| 21 | SCHV | SCHWAB STRATEGIC TR | $2.9M | 1.60% | 83,792 | 增持 |
| 22 | AAPL | APPLE INC | $2.8M | 1.55% | 9,757 | 减持 |
| 23 | SCHF | SCHWAB STRATEGIC TR | $2.7M | 1.51% | 99,015 | 增持 |
| 24 | IJR | ISHARES TR | $2.6M | 1.42% | 17,394 | 增持 |
| 25 | BSCW | INVESCO EXCH TRD SLF IDX FD | $2.4M | 1.33% | 118,200 | 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