Wingate Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
Wingate Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 2.27 亿美元。前几大持仓：VIG（12.32%）、VTIP（8.17%）、SMLF（4.24%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $28.0M | 12.32% | 118,186 | 增持 |
| 2 | VTIP | VANGUARD MALVERN FDS | $18.6M | 8.17% | 369,500 | 增持 |
| 3 | SMLF | ISHARES TR | $9.6M | 4.24% | 107,883 | 增持 |
| 4 | FNDF | SCHWAB STRATEGIC TR | $9.3M | 4.10% | 176,471 | 增持 |
| 5 | FNDX | SCHWAB STRATEGIC TR | $8.8M | 3.87% | 282,455 | 增持 |
| 6 | FBND | FIDELITY MERRIMACK STR TR | $8.3M | 3.65% | 182,375 | 增持 |
| 7 | SPHQ | INVESCO EXCHANGE TRADED FD T | $7.1M | 3.11% | 78,339 | 增持 |
| 8 | DGRW | WISDOMTREE TR | $5.9M | 2.58% | 61,319 | 增持 |
| 9 | BND | VANGUARD BD INDEX FDS | $5.4M | 2.36% | 73,017 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 2.20% | 9,980 | 减持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $4.7M | 2.06% | 65,589 | 增持 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $4.6M | 2.01% | 113,262 | 减持 |
| 13 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $4.1M | 1.82% | 100,561 | 增持 |
| 14 | GOOGL | ALPHABET INC | $4.0M | 1.78% | 11,313 | 减持 |
| 15 | IQLT | ISHARES TR | $3.8M | 1.69% | 77,442 | 增持 |
| 16 | VO | VANGUARD INDEX FDS | $3.7M | 1.62% | 45,552 | 增持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $3.5M | 1.55% | 16,510 | 增持 |
| 18 | VUG | VANGUARD INDEX FDS | $3.3M | 1.47% | 38,766 | 增持 |
| 19 | QLTY | GMO ETF TRUST | $3.2M | 1.41% | 77,148 | 增持 |
| 20 | AGG | ISHARES TR | $2.9M | 1.26% | 28,909 | 减持 |
| 21 | ESGD | ISHARES TR | $2.6M | 1.15% | 25,375 | 增持 |
| 22 | VUSB | VANGUARD BD INDEX FDS | $2.6M | 1.14% | 51,963 | 增持 |
| 23 | VTI | VANGUARD INDEX FDS | $2.2M | 0.98% | 6,005 | 增持 |
| 24 | VXUS | VANGUARD STAR FDS | $2.2M | 0.98% | 26,113 | 增持 |
| 25 | AAPL | APPLE INC | $2.2M | 0.96% | 7,547 | 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