Wiser Wealth Management, Inc 13F 持仓 · 2026年Q2
Wiser Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 5.23 亿美元。前几大持仓：VOO（31.79%）、JCPB（11.81%）、VEA（8.59%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $166.2M | 31.79% | 241,952 | 减持 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $61.7M | 11.81% | 1.3M | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $44.9M | 8.59% | 630,260 | 增持 |
| 4 | VGT | VANGUARD WORLD FD | $36.4M | 6.97% | 304,688 | 增持 |
| 5 | SLQD | ISHARES TR | $25.7M | 4.92% | 510,292 | 增持 |
| 6 | COWZ | PACER FDS TR | $24.9M | 4.76% | 400,271 | 增持 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $24.0M | 4.60% | 496,529 | 减持 |
| 8 | VIOO | VANGUARD ADMIRAL FDS INC | $21.1M | 4.03% | 153,116 | 减持 |
| 9 | IVV | ISHARES TR | $20.0M | 3.83% | 26,722 | 减持 |
| 10 | BSV | VANGUARD BD INDEX FDS | $19.5M | 3.73% | 250,382 | 增持 |
| 11 | BND | VANGUARD BD INDEX FDS | $12.4M | 2.38% | 169,482 | 增持 |
| 12 | IAGG | ISHARES TR | $6.5M | 1.25% | 128,884 | 增持 |
| 13 | AAPL | APPLE INC | $4.0M | 0.77% | 13,967 | 增持 |
| 14 | IJR | ISHARES TR | $4.0M | 0.76% | 26,953 | 减持 |
| 15 | BITB | BITWISE BITCOIN ETF TR | $3.1M | 0.60% | 98,102 | 增持 |
| 16 | VV | VANGUARD INDEX FDS | $3.1M | 0.60% | 9,083 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION | $2.8M | 0.54% | 14,029 | 增持 |
| 18 | SUB | ISHARES TR | $2.5M | 0.47% | 23,276 | 增持 |
| 19 | VTI | VANGUARD INDEX FDS | $2.4M | 0.46% | 6,501 | 增持 |
| 20 | IEFA | ISHARES TR | $2.2M | 0.42% | 22,747 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $2.0M | 0.38% | 5,369 | 增持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.0M | 0.38% | 2,692 | 增持 |
| 23 | GOOGL | ALPHABET INC | $1.9M | 0.37% | 5,345 | 增持 |
| 24 | HD | HOME DEPOT INC | $1.6M | 0.30% | 4,411 | 减持 |
| 25 | FTEC | FIDELITY COVINGTON TRUST | $1.5M | 0.28% | 5,093 | 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