WT Wealth Management 13F 持仓 · 2026年Q2
WT Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 138 只证券，申报市值合计 3.61 亿美元。前几大持仓：SCHB（9.32%）、SGOL（4.35%）、SMH（3.53%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $33.6M | 9.32% | 1.2M | 减持 |
| 2 | SGOL | ETFS GOLD TR | $15.7M | 4.35% | 411,067 | 减持 |
| 3 | SMH | VANECK ETF TRUST | $12.7M | 3.53% | 19,410 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $12.2M | 3.37% | 60,850 | 减持 |
| 5 | GOOG | ALPHABET INC | $11.8M | 3.27% | 33,419 | 减持 |
| 6 | USFR | WISDOMTREE TR | $10.5M | 2.90% | 208,244 | 减持 |
| 7 | JAAA | JANUS DETROIT STR TR | $10.1M | 2.79% | 199,701 | 减持 |
| 8 | AMZN | AMAZON COM INC | $9.6M | 2.67% | 40,377 | 增持 |
| 9 | AAPL | APPLE INC | $9.2M | 2.54% | 31,660 | 增持 |
| 10 | SCHI | SCHWAB STRATEGIC TR | $8.7M | 2.42% | 385,866 | 增持 |
| 11 | POW | TIDAL TRUST III | $7.8M | 2.15% | 250,880 | 增持 |
| 12 | SIHY | HARBOR ETF TRUST | $6.5M | 1.80% | 142,830 | 增持 |
| 13 | JBBB | JANUS DETROIT STR TR | $6.4M | 1.78% | 135,640 | 增持 |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $6.4M | 1.77% | 126,541 | 减持 |
| 15 | PPA | INVESCO EXCHANGE TRADED FD T | $6.4M | 1.76% | 35,963 | 增持 |
| 16 | PAVE | GLOBAL X FDS | $6.0M | 1.66% | 101,491 | 增持 |
| 17 | META | META PLATFORMS INC | $5.9M | 1.64% | 10,502 | 增持 |
| 18 | PPH | VANECK ETF TRUST | $5.9M | 1.63% | 53,786 | 增持 |
| 19 | SCHF | SCHWAB STRATEGIC TR | $5.9M | 1.62% | 211,668 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $5.8M | 1.61% | 15,582 | 增持 |
| 21 | ICSH | ISHARES TR | $5.7M | 1.59% | 113,341 | 减持 |
| 22 | AIQ | GLOBAL X FDS | $5.3M | 1.46% | 80,532 | 增持 |
| 23 | SCHR | SCHWAB STRATEGIC TR | $5.1M | 1.42% | 208,643 | 增持 |
| 24 | TSLA | TESLA INC | $4.7M | 1.30% | 11,163 | 增持 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $4.0M | 1.10% | 4,227 | 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