WMG Financial Advisors, LLC 13F 持仓 · 2026年Q2
WMG Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 105 只证券，申报市值合计 2.65 亿美元。前几大持仓：AVUS（24.44%）、AVUV（13.56%）、AVDE（6.73%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $64.9M | 24.44% | 506,461 | 增持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $36.0M | 13.56% | 288,366 | 减持 |
| 3 | AVDE | AMERICAN CENTY ETF TR | $17.9M | 6.73% | 200,299 | 增持 |
| 4 | HECA | ETF OPPORTUNITIES TRUST | $12.7M | 4.78% | 465,102 | 增持 |
| 5 | AVMV | AMERICAN CENTY ETF TR | $11.0M | 4.14% | 136,540 | 减持 |
| 6 | AVDV | AMERICAN CENTY ETF TR | $10.0M | 3.77% | 97,070 | 增持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $9.9M | 3.74% | 102,989 | 增持 |
| 8 | VGT | VANGUARD WORLD FD | $7.5M | 2.84% | 63,118 | 增持 |
| 9 | SPMO | INVESCO EXCH TRADED FD TR II | $7.4M | 2.80% | 45,920 | 增持 |
| 10 | AAPL | APPLE INC | $6.8M | 2.57% | 23,547 | 减持 |
| 11 | BUXX | EA SERIES TRUST | $6.1M | 2.31% | 302,685 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $5.4M | 2.03% | 26,930 | 减持 |
| 13 | BND | VANGUARD BD INDEX FDS | $4.4M | 1.67% | 60,282 | 减持 |
| 14 | AVLV | AMERICAN CENTY ETF TR | $4.2M | 1.59% | 46,186 | 减持 |
| 15 | WMT | WALMART INC | $2.7M | 1.01% | 23,728 | 减持 |
| 16 | AVRE | AMERICAN CENTY ETF TR | $2.6M | 0.98% | 54,616 | 减持 |
| 17 | CLOX | SERIES PORTFOLIOS TR | $2.2M | 0.82% | 85,397 | 减持 |
| 18 | T | AT&T INC | $2.2M | 0.82% | 105,020 | 减持 |
| 19 | VTI | VANGUARD INDEX FDS | $2.2M | 0.82% | 5,866 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $1.9M | 0.73% | 5,206 | 减持 |
| 21 | AVIG | AMERICAN CENTY ETF TR | $1.9M | 0.72% | 46,422 | 增持 |
| 22 | AMZN | AMAZON COM INC | $1.9M | 0.70% | 7,792 | 减持 |
| 23 | BNDX | VANGUARD CHARLOTTE FDS | $1.8M | 0.69% | 37,731 | 减持 |
| 24 | AVGE | AMERICAN CENTY ETF TR | $1.8M | 0.68% | 18,268 | 减持 |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | $1.7M | 0.63% | 10,702 | 新建仓 |
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