WMS Group LLC 13F 持仓 · 2026年Q2
WMS Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 7,753.63 万美元。前几大持仓：SCHD（8.77%）、JPST（6.62%）、MTUM（6.09%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $6.8M | 8.77% | 214,430 | 减持 |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $5.1M | 6.62% | 101,560 | 增持 |
| 3 | MTUM | ISHARES TR | $4.7M | 6.09% | 13,772 | 减持 |
| 4 | FTSL | FIRST TR EXCHANGE-TRADED FD | $4.5M | 5.76% | 99,841 | 增持 |
| 5 | AAPL | APPLE INC | $3.9M | 5.08% | 13,603 | 减持 |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.8M | 4.95% | 67,959 | 增持 |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.6M | 4.60% | 57,985 | 增持 |
| 8 | AMZN | AMAZON COM INC | $3.3M | 4.31% | 14,027 | 减持 |
| 9 | JPM | JPMORGAN CHASE & CO | $2.7M | 3.53% | 8,364 | 减持 |
| 10 | GOOGL | ALPHABET INC | $2.6M | 3.34% | 7,247 | 减持 |
| 11 | NOBL | PROSHARES TR | $2.6M | 3.29% | 45,478 | 增持 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.4M | 3.13% | 5,089 | 减持 |
| 13 | PICK | ISHARES INC | $2.1M | 2.70% | 36,053 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $2.0M | 2.55% | 5,302 | 减持 |
| 15 | IBBQ | INVESCO EXCH TRADED FD TR II | $1.9M | 2.49% | 59,118 | 减持 |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $1.6M | 2.07% | 19,529 | 减持 |
| 17 | AVUV | AMERICAN CENTY ETF TR | $1.5M | 1.97% | 12,274 | 增持 |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $1.5M | 1.92% | 36,176 | 减持 |
| 19 | XLV | SELECT SECTOR SPDR TR | $1.2M | 1.60% | 7,800 | 持平 |
| 20 | NVDA | NVIDIA CORPORATION | $1.0M | 1.31% | 5,057 | 减持 |
| 21 | META | META PLATFORMS INC | $882,112 | 1.14% | 1,566 | 增持 |
| 22 | GOOG | ALPHABET INC | $876,258 | 1.13% | 2,480 | 持平 |
| 23 | GE | GE AEROSPACE | $814,358 | 1.05% | 2,179 | 新建仓 |
| 24 | GS | GOLDMAN SACHS GROUP INC | $802,016 | 1.03% | 793 | 新建仓 |
| 25 | PWR | QUANTA SVCS INC | $796,364 | 1.03% | 1,106 | 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