Wright Wealth LLC 13F 持仓 · 2026年Q2
Wright Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 1.67 亿美元。前几大持仓：RSSB（11.37%）、VGSH（11.21%）、AAPL（7.03%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RSSB | TIDAL TRUST II | $18.9M | 11.37% | 615,409 | 增持 |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $18.7M | 11.21% | 320,794 | 增持 |
| 3 | AAPL | APPLE INC | $11.7M | 7.03% | 40,455 | 减持 |
| 4 | AVIV | AMERICAN CENTY ETF TR | $9.7M | 5.81% | 124,968 | 增持 |
| 5 | DGRO | ISHARES TR | $9.5M | 5.72% | 125,618 | 增持 |
| 6 | VTIP | VANGUARD MALVERN FDS | $9.1M | 5.49% | 181,857 | 增持 |
| 7 | FRDM | EA SERIES TRUST | $8.2M | 4.93% | 112,571 | 减持 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $8.1M | 4.88% | 114,160 | 增持 |
| 9 | AVUV | AMERICAN CENTY ETF TR | $7.4M | 4.46% | 59,505 | 增持 |
| 10 | GCC | WISDOMTREE TR | $7.1M | 4.29% | 315,373 | 增持 |
| 11 | VOO | VANGUARD INDEX FDS | $6.9M | 4.16% | 10,084 | 增持 |
| 12 | NLY | ANNALY CAPITAL MANAGEMENT IN | $6.8M | 4.09% | 304,749 | 增持 |
| 13 | IEFA | ISHARES TR | $5.3M | 3.20% | 55,133 | 增持 |
| 14 | RSSY | TIDAL TRUST II | $4.9M | 2.92% | 190,364 | 减持 |
| 15 | RSST | TIDAL TRUST II | $4.6M | 2.79% | 142,155 | 减持 |
| 16 | SPYM | SPDR SERIES TRUST | $3.8M | 2.29% | 43,370 | 增持 |
| 17 | RSBT | TIDAL TRUST II | $2.7M | 1.62% | 141,559 | 增持 |
| 18 | GOOG | ALPHABET INC | $2.5M | 1.53% | 7,197 | 减持 |
| 19 | EMO | CLEARBRIDGE ENERGY MIDSTREAM | $2.0M | 1.20% | 39,834 | 减持 |
| 20 | GOOGL | ALPHABET INC | $1.9M | 1.17% | 5,445 | 减持 |
| 21 | UTG | REAVES UTIL INCOME FD | $1.8M | 1.10% | 44,805 | 持平 |
| 22 | JPC | NUVEEN PFD & INCOME OPPORTUN | $1.7M | 0.99% | 210,089 | 增持 |
| 23 | NTSX | WISDOMTREE TR | $1.0M | 0.63% | 17,718 | 减持 |
| 24 | SUB | ISHARES TR | $1.0M | 0.62% | 9,760 | 增持 |
| 25 | EMXC | ISHARES INC | $955,296 | 0.57% | 9,338 | 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