Yukon Wealth Management, Inc. 13F 持仓 · 2026年Q2
Yukon Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 132 只证券，申报市值合计 3.49 亿美元。前几大持仓：IVV（9.54%）、NVDA（8.96%）、AAPL（8.41%）。本季前 25 大持仓中：新建仓 3 只、增持 20 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $33.3M | 9.54% | 44,495 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $31.3M | 8.96% | 156,425 | 增持 |
| 3 | AAPL | APPLE INC | $29.4M | 8.41% | 101,516 | 增持 |
| 4 | DVY | ISHARES TR | $27.3M | 7.81% | 174,560 | 增持 |
| 5 | SCHD | SCHWAB STRATEGIC TR | $15.6M | 4.47% | 492,325 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $12.6M | 3.60% | 53,209 | 增持 |
| 7 | QQQ | INVESCO QQQ TR | $9.6M | 2.74% | 12,985 | 增持 |
| 8 | ITOT | ISHARES TR | $8.5M | 2.45% | 52,024 | 增持 |
| 9 | GOOG | ALPHABET INC | $8.4M | 2.40% | 23,728 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $8.3M | 2.36% | 22,139 | 增持 |
| 11 | AMZN | AMAZON COM INC | $7.7M | 2.22% | 32,492 | 增持 |
| 12 | ESGU | ISHARES TR | $7.5M | 2.15% | 45,850 | 增持 |
| 13 | IUSB | ISHARES TR | $7.3M | 2.09% | 158,368 | 增持 |
| 14 | SPDW | SPDR INDEX SHS FDS | $5.9M | 1.70% | 117,566 | 减持 |
| 15 | EFV | ISHARES TR | $5.1M | 1.47% | 66,865 | 增持 |
| 16 | EFG | ISHARES TR | $4.6M | 1.31% | 36,705 | 增持 |
| 17 | GOOGL | ALPHABET INC | $4.3M | 1.23% | 11,978 | 增持 |
| 18 | VYM | VANGUARD WHITEHALL FDS | $4.3M | 1.23% | 27,154 | 新建仓 |
| 19 | SPYG | SPDR SERIES TRUST | $4.2M | 1.22% | 35,679 | 增持 |
| 20 | SPYV | SPDR SERIES TRUST | $4.2M | 1.19% | 68,523 | 增持 |
| 21 | MA | MASTERCARD INCORPORATED | $4.0M | 1.16% | 7,864 | 新建仓 |
| 22 | AVGO | BROADCOM INC | $3.9M | 1.11% | 10,262 | 增持 |
| 23 | IVW | ISHARES TR | $3.8M | 1.08% | 27,430 | 增持 |
| 24 | DYNF | BLACKROCK ETF TRUST | $3.1M | 0.89% | 45,835 | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $3.0M | 0.87% | 8,179 | 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