13FBOX
Forza Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Forza Wealth Management, LLC

No.5501 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.26亿
环比变动 Q1 2026
+$3,846.7万+13.4%
持仓股票数
194
新买入
10
加仓
28
减仓
39
清仓
4
持股不变
117
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航债券指数基金BSV
5.4%3.05%$1,761.6万22.6万股$875.4万11.2万股+11.4万股+102.52%加仓
IiShares黄金信托IAU
5.02%6.05%$1,637.4万21.7万股$1,740.3万19.7万股+1.9万股+9.85%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
3.98%4.17%$1,298.4万31.5万股$1,198.3万30.8万股+7,187股+2.34%加仓
I景顺交易所交易基金信托EQWL
3.34%3.16%$1,087.5万8.4万股$907.0万7.9万股+5,581股+7.09%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
2.69%2.54%$875.5万10.6万股$730.5万10.3万股+3,622股+3.53%加仓
DDimensional维度ETF信托DFNM
2.58%1.63%$842.0万17.4万股$467.3万9.8万股+7.7万股+78.67%加仓
思科CSCO
2.31%1.74%$754.3万6.4万股$500.2万6.4万股-245股-0.38%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
2.01%2.07%$655.5万3.3万股$595.9万3.2万股+835股+2.58%加仓
V先锋领航斯科茨代尔基金BSV
2%1.27%$652.6万8.3万股$366.0万4.6万股+3.6万股+78.82%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
1.94%2.39%$633.6万12.5万股$686.7万13.6万股-1.0万股-7.66%减仓
摩根大通JPM
1.83%1.87%$596.9万1.8万股$536.4万1.8万股00.00%持仓不变
IiShares安硕信托GVI
1.67%1.87%$545.6万5.1万股$538.2万5.1万股00.00%持仓不变
J摩根大通交易所交易基金JMST
1.66%1.94%$542.6万10.6万股$556.7万10.9万股-2,800股-2.56%减仓
SSPDR道富系列信托BIL
1.58%2.06%$515.3万5.6万股$592.4万6.5万股-8,410股-13.01%减仓
IiShares安硕·COREIJH
1.57%1.56%$512.4万6.6万股$448.8万6.6万股00.00%持仓不变
谷歌AGOOGL
1.55%1.43%$505.5万1.4万股$411.1万1.4万股-150股-1.05%减仓
G通用动力VTI
1.49%1.43%$487.0万1.3万股$409.9万1.3万股+384股+3.01%加仓
IiShares安硕信托IVV
1.43%1.5%$466.1万6,224股$431.0万6,598股-374股-5.67%减仓
SSPDR标普500 ETFSPY
1.4%1.38%$457.1万6,121股$398.1万6,121股00.00%持仓不变
V先锋领航白厅基金VYM
1.39%1.48%$454.3万2.9万股$424.8万2.9万股+67股+0.23%加仓
微软MSFT
1.38%1.59%$451.3万1.2万股$456.9万1.2万股-243股-1.97%减仓
V先锋领航·SMALLVBR
1.19%1.2%$386.9万1.6万股$345.9万1.6万股00.00%持仓不变
苹果AAPL
1.17%1.23%$380.7万1.3万股$352.2万1.4万股-722股-5.20%减仓
卡地纳健康CAH
1.15%1.17%$376.4万1.6万股$335.0万1.6万股-10股-0.06%减仓
埃克森美孚XOM
1.14%1.61%$371.9万2.7万股$461.7万2.7万股-15股-0.06%减仓
IIBMIBM
1.14%1.13%$371.5万1.3万股$324.1万1.3万股-160股-1.20%减仓
希捷STX
1.07%0.55%$347.4万3,600股$156.8万4,002股-402股-10.04%减仓
V先锋领航指数基金VTV
1%1.03%$326.5万1.5万股$295.0万1.5万股-55股-0.37%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1%1.05%$326.5万1.4万股$301.3万1.4万股-211股-1.51%减仓
V先锋领航斯科茨代尔基金VCIT
0.9%1.02%$293.5万3.6万股$293.8万3.6万股00.00%持仓不变
IiShares安硕信托DGRO
0.88%0.92%$285.7万3.8万股$264.5万3.8万股00.00%持仓不变
礼来LLY
0.85%0.74%$278.6万2,323股$213.7万2,323股00.00%持仓不变
艾伯维ABBV
0.83%0.81%$269.3万1.1万股$232.8万1.1万股00.00%持仓不变
博通AVGO
0.82%0.81%$266.1万7,045股$234.3万7,569股-524股-6.92%减仓
强生JNJ
0.8%0.88%$261.9万1.0万股$251.8万1.0万股+12股+0.12%加仓
AFLAC COMAFL
0.8%0.85%$261.5万2.2万股$244.9万2.2万股-20股-0.09%减仓
艾默生电气EMR
0.79%0.82%$256.8万1.8万股$235.1万1.8万股00.00%持仓不变
AMGEN COMAMGN
0.78%0.86%$254.1万7,018股$246.9万7,018股00.00%持仓不变
英特尔INTC
0.76%0.35%$246.2万1.8万股$100.7万2.3万股-5,185股-22.73%减仓
IiShares安硕信托EEM
0.75%0.71%$244.7万3.6万股$203.2万3.6万股00.00%持仓不变
好市多COST
0.75%0.9%$243.0万2,598股$258.9万2,598股00.00%持仓不变
IiShares安硕·COREIJR
0.74%0.7%$240.1万1.6万股$201.2万1.6万股00.00%持仓不变
IiShares安硕信托IGIB
0.73%0.81%$236.4万4.4万股$233.6万4.4万股+561股+1.28%加仓
威瑞森VZ
0.61%0.81%$200.0万4.7万股$231.6万4.6万股+1,109股+2.40%加仓
DDimensional维度ETF信托DUSB
0.6%0.67%$196.5万3.9万股$193.7万3.8万股+494股+1.29%加仓
雪佛龙CVX
0.59%0.83%$191.8万1.2万股$239.4万1.2万股00.00%持仓不变
TARGET COMTGT
0.54%0.57%$175.2万1.3万股$162.6万1.3万股00.00%持仓不变
应用材料AMAT
0.53%0.28%$172.9万2,392股$81.8万2,392股00.00%持仓不变
纽柯钢铁NUE
0.51%0.44%$166.5万7,475股$126.4万7,475股00.00%持仓不变
PALO ALTOPANW
0.49%0.26%$158.6万4,651股$74.6万4,651股00.00%持仓不变

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