WLTH Capital Management, LLC 13F 持仓 · 2026年Q2
WLTH Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 29 只证券，申报市值合计 1.56 亿美元。前几大持仓：IEFA（16.06%）、IEF（13.70%）、VGLT（10.95%）。本季前 25 大持仓中：新建仓 3 只、增持 7 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $25.0M | 16.06% | 259,370 | 增持 |
| 2 | IEF | ISHARES TR | $21.4M | 13.70% | 226,074 | 增持 |
| 3 | VGLT | VANGUARD SCOTTSDALE FDS | $17.1M | 10.95% | 309,739 | 增持 |
| 4 | IEMG | ISHARES INC | $14.2M | 9.11% | 171,520 | 增持 |
| 5 | BSCR | INVESCO EXCH TRD SLF IDX FD | $12.8M | 8.20% | 652,354 | 新建仓 |
| 6 | IVV | ISHARES TR | $11.5M | 7.39% | 15,386 | 减持 |
| 7 | IJR | ISHARES TR | $8.9M | 5.69% | 59,863 | 减持 |
| 8 | IJH | ISHARES TR | $7.1M | 4.54% | 91,757 | 增持 |
| 9 | BKGI | BNY MELLON ETF TRUST | $5.6M | 3.62% | 125,573 | 新建仓 |
| 10 | SPDW | SPDR INDEX SHS FDS | $3.2M | 2.05% | 63,454 | 减持 |
| 11 | SPSM | SPDR SERIES TRUST | $3.1M | 1.99% | 53,727 | 减持 |
| 12 | VTEB | VANGUARD MUN BD FDS | $2.9M | 1.85% | 57,120 | 新建仓 |
| 13 | SUB | ISHARES TR | $2.8M | 1.79% | 26,295 | 增持 |
| 14 | DJP | BARCLAYS BANK PLC | $2.7M | 1.74% | 62,280 | 减持 |
| 15 | SCHX | SCHWAB STRATEGIC TR | $2.7M | 1.73% | 91,904 | 减持 |
| 16 | MUB | ISHARES TR | $2.7M | 1.72% | 24,903 | 减持 |
| 17 | EFA | ISHARES TR | $1.6M | 1.05% | 15,800 | 减持 |
| 18 | SCHF | SCHWAB STRATEGIC TR | $1.6M | 0.99% | 56,017 | 减持 |
| 19 | SHY | ISHARES TR | $1.5M | 0.98% | 18,588 | 增持 |
| 20 | SPEM | SPDR INDEX SHS FDS | $1.3M | 0.81% | 24,334 | 减持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.3M | 0.81% | 1,688 | 减持 |
| 22 | RWO | SPDR INDEX SHS FDS | $1.2M | 0.78% | 24,417 | 减持 |
| 23 | SCHB | SCHWAB STRATEGIC TR | $1.1M | 0.67% | 36,339 | 减持 |
| 24 | SCHE | SCHWAB STRATEGIC TR | $904,542 | 0.58% | 24,946 | 减持 |
| 25 | SCHM | SCHWAB STRATEGIC TR | $684,897 | 0.44% | 18,576 | 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