Winnow Wealth LLC 13F 持仓 · 2026年Q2
Winnow Wealth 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 137 只证券,申报市值合计 1.47 亿美元。前几大持仓:SGOV(6.99%)、SFLR(6.28%)、DJUL(3.56%)。本季前 25 大持仓中:增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $10.3M | 6.99% | 102,068 | 减持 |
| 2 | SFLR | INNOVATOR ETFS TRUST | $9.2M | 6.28% | 239,310 | 减持 |
| 3 | DJUL | FIRST TR EXCHNG TRADED FD VI | $5.2M | 3.56% | 104,449 | 减持 |
| 4 | DSEP | FIRST TR EXCHNG TRADED FD VI | $5.2M | 3.55% | 109,924 | 减持 |
| 5 | DOCT | FIRST TR EXCHNG TRADED FD VI | $5.1M | 3.48% | 109,598 | 减持 |
| 6 | DNOV | FIRST TR EXCHNG TRADED FD VI | $4.9M | 3.35% | 95,872 | 减持 |
| 7 | BALT | INNOVATOR ETFS TRUST | $4.5M | 3.08% | 131,994 | 减持 |
| 8 | RFLR | INNOVATOR ETFS TRUST | $3.8M | 2.57% | 115,463 | 减持 |
| 9 | MU | MICRON TECHNOLOGY INC | $3.6M | 2.48% | 3,156 | 减持 |
| 10 | QFLR | INNOVATOR ETFS TRUST | $3.6M | 2.43% | 98,090 | 减持 |
| 11 | FLEX | FLEX LTD | $2.4M | 1.61% | 14,605 | 减持 |
| 12 | VTES | VANGUARD WELLINGTON FD | $2.2M | 1.46% | 21,254 | 增持 |
| 13 | IFLR | INNOVATOR ETFS TRUST | $1.9M | 1.26% | 34,910 | 增持 |
| 14 | XOM | EXXON MOBIL CORP | $1.7M | 1.14% | 12,306 | 增持 |
| 15 | GPIQ | GOLDMAN SACHS ETF TR | $1.6M | 1.11% | 27,629 | 增持 |
| 16 | PANW | PALO ALTO NETWORKS INC | $1.5M | 1.00% | 4,294 | 减持 |
| 17 | GPIX | GOLDMAN SACHS ETF TR | $1.4M | 0.94% | 24,827 | 增持 |
| 18 | GLDI | CREDIT SUISSE NASSAU BRANC | $1.3M | 0.90% | 9,395 | 增持 |
| 19 | XBFR | INNOVATOR ETFS TRUST | $1.3M | 0.87% | 47,814 | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $1.3M | 0.85% | 4,923 | 减持 |
| 21 | SDVD | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.85% | 53,962 | 增持 |
| 22 | MO | ALTRIA GROUP INC | $1.2M | 0.84% | 17,154 | 减持 |
| 23 | MPWR | MONOLITHIC PWR SYS INC | $1.2M | 0.84% | 895 | 减持 |
| 24 | CF | CF INDUSTRIES HOLD | $1.2M | 0.82% | 11,185 | 减持 |
| 25 | IBFR | INNOVATOR ETFS TRUST | $1.2M | 0.82% | 24,164 | 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