Wolff Financial Management LLC 13F 持仓 · 2026年Q2
Wolff Financial Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 106 只证券，申报市值合计 5.01 亿美元。前几大持仓：VEA（9.97%）、VUG（9.68%）、DGRO（8.53%）。本季前 25 大持仓中：增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $50.0M | 9.97% | 701,967 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $48.6M | 9.68% | 563,790 | 增持 |
| 3 | DGRO | ISHARES TR | $42.8M | 8.53% | 564,374 | 减持 |
| 4 | SDY | SPDR SERIES TRUST | $40.1M | 7.99% | 263,340 | 增持 |
| 5 | VB | VANGUARD INDEX FDS | $36.8M | 7.34% | 121,432 | 减持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $35.2M | 7.02% | 222,765 | 减持 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $33.3M | 6.64% | 421,619 | 增持 |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | $29.9M | 5.96% | 513,142 | 增持 |
| 9 | VO | VANGUARD INDEX FDS | $29.6M | 5.90% | 367,145 | 增持 |
| 10 | VCRB | VANGUARD MALVERN FDS | $16.3M | 3.25% | 211,201 | 增持 |
| 11 | VOT | VANGUARD INDEX FDS | $13.3M | 2.66% | 43,491 | 增持 |
| 12 | LLY | ELI LILLY & CO | $9.3M | 1.86% | 7,772 | 减持 |
| 13 | VBK | VANGUARD INDEX FDS | $6.7M | 1.34% | 18,364 | 减持 |
| 14 | SPEM | SPDR INDEX SHS FDS | $6.7M | 1.33% | 128,626 | 增持 |
| 15 | RPG | INVESCO EXCHANGE TRADED FD T | $6.5M | 1.29% | 101,185 | 减持 |
| 16 | VGT | VANGUARD WORLD FD | $5.2M | 1.04% | 43,547 | 增持 |
| 17 | AAPL | APPLE INC | $5.0M | 1.01% | 17,445 | 减持 |
| 18 | CAT | CATERPILLAR INC | $4.7M | 0.94% | 4,440 | 减持 |
| 19 | HDV | ISHARES TR | $4.4M | 0.87% | 159,370 | 增持 |
| 20 | VBR | VANGUARD INDEX FDS | $3.8M | 0.75% | 15,506 | 减持 |
| 21 | SYK | STRYKER CORPORATION | $3.1M | 0.61% | 9,722 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $2.9M | 0.58% | 7,792 | 增持 |
| 23 | MZTI | MARZETTI COMPANY | $2.8M | 0.56% | 24,473 | 持平 |
| 24 | QQQ | INVESCO QQQ TR | $2.3M | 0.46% | 3,126 | 持平 |
| 25 | VTV | VANGUARD INDEX FDS | $1.8M | 0.36% | 8,387 | 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