Wise Wealth Partners 13F 持仓 · 2026年Q2
Wise Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 5,883.74 万美元。前几大持仓：SPYM（23.26%）、AGG（6.93%）、VGSH（6.03%）。本季前 25 大持仓中：新建仓 7 只、增持 4 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $13.7M | 23.26% | 155,711 | 减持 |
| 2 | AGG | ISHARES TR | $4.1M | 6.93% | 41,211 | 减持 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $3.5M | 6.03% | 60,986 | 新建仓 |
| 4 | VTV | VANGUARD INDEX FDS | $2.9M | 5.01% | 13,533 | 减持 |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $2.9M | 4.92% | 63,596 | 新建仓 |
| 6 | SPDN | DIREXION SHARES ETF TRUST | $2.6M | 4.41% | 298,975 | 新建仓 |
| 7 | VXUS | VANGUARD STAR FDS | $2.5M | 4.18% | 28,765 | 新建仓 |
| 8 | QQQD | DIREXION SHARES ETF TRUST | $2.3M | 3.90% | 173,666 | 减持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $2.1M | 3.51% | 65,175 | 新建仓 |
| 10 | CGMM | CAPITAL GROUP EQUITY ETF TR | $2.0M | 3.38% | 60,388 | 增持 |
| 11 | SPTI | SPDR SERIES TRUST | $1.8M | 3.12% | 64,638 | 新建仓 |
| 12 | QQQ | INVESCO QQQ TR | $1.6M | 2.79% | 2,225 | 减持 |
| 13 | GLL | PROSHARES TR II | $1.6M | 2.66% | 57,940 | 减持 |
| 14 | IVLU | ISHARES TR | $1.4M | 2.42% | 34,107 | 增持 |
| 15 | SCHY | SCHWAB STRATEGIC TR | $1.3M | 2.16% | 40,145 | 新建仓 |
| 16 | GLD | SPDR GOLD TR | $865,176 | 1.47% | 2,349 | 减持 |
| 17 | VTI | VANGUARD INDEX FDS | $862,339 | 1.47% | 2,330 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $790,534 | 1.34% | 2,415 | 持平 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $737,726 | 1.25% | 1,474 | 减持 |
| 20 | SPTM | SPDR SERIES TRUST | $690,222 | 1.17% | 7,602 | 增持 |
| 21 | IWR | ISHARES TR | $680,649 | 1.16% | 6,170 | 持平 |
| 22 | GOVT | ISHARES TR | $619,968 | 1.05% | 27,215 | 减持 |
| 23 | MMM | 3M CO | $615,538 | 1.05% | 3,802 | 持平 |
| 24 | QUAL | ISHARES TR | $575,517 | 0.98% | 2,623 | 减持 |
| 25 | V | VISA INC | $546,745 | 0.93% | 1,594 | 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