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JUNCTURE WEALTH STRATEGIES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

JUNCTURE WEALTH STRATEGIES, LLC

报告期 2026-03-31 · CIK 0001632866

持仓数

133

前50大市值合计

$261.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VV VANGUARD INDEX FDS

LARGE CAP ETF

$60.7M

203,078

23.2%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$31.8M

1,266,881

12.2%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$17.7M

365,388

6.8%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$11.9M

387,349

4.5%

AGG ISHARES TR

CORE US AGGBD ET

$9.2M

92,182

3.5%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$8.5M

136,618

3.3%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$8.4M

43,942

3.2%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$8.4M

100,907

3.2%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$7.4M

130,783

2.8%

VGK VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF

$7.1M

86,121

2.7%

XYLD GLOBAL X FDS

S&P 500 COVERED

$6.8M

173,562

2.6%

URA GLOBAL X FDS

GLOBAL X URANIUM

$4.9M

100,233

1.9%

PPA INVESCO EXCHANGE TRADED FD T

AEROSPACE DEFN

$4.2M

25,544

1.6%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$4.2M

52,716

1.6%

IGSB ISHARES TR

ISHS 1-5YR INVS

$4.0M

75,466

1.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.8M

5,909

1.5%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$3.3M

12,857

1.3%

MCHI ISHARES TR

MSCI CHINA ETF

$3.2M

57,463

1.2%

FLIN FRANKLIN TEMPLETON ETF TR

FRANKLIN INDIA

$3.0M

89,080

1.1%

EEM ISHARES TR

MSCI EMG MKT ETF

$2.8M

49,796

1.1%

KBWB INVESCO EXCH TRADED FD TR II

KBW BK ETF

$2.5M

32,107

1.0%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$2.4M

77,211

0.9%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$2.2M

23,882

0.8%

SIL GLOBAL X FDS

GLOBAL X SILVER

$2.2M

23,895

0.8%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$2.1M

6,970

0.8%

FBT FIRST TR EXCHANGE-TRADED FD

NY ARCA BIOTECH

$2.1M

10,411

0.8%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$1.9M

79,223

0.7%

NVDA NVIDIA CORPORATION

COM

$1.9M

10,880

0.7%

FDN FIRST TR EXCHANGE-TRADED FD

DJ INTERNT IDX

$1.9M

7,935

0.7%

VUG VANGUARD INDEX FDS

GROWTH ETF

$1.8M

4,178

0.7%

IVV ISHARES TR

CORE S&P500 ETF

$1.8M

2,775

0.7%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$1.8M

61,053

0.7%

CPRX CATALYST PHARMACEUTICALS INC

COM

$1.8M

71,809

0.7%

SUB ISHARES TR

SHRT NAT MUN ETF

$1.8M

16,625

0.7%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$1.8M

60,710

0.7%

AXON AXON ENTERPRISE INC

COM

$1.6M

3,702

0.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.5M

4,793

0.6%

LIT GLOBAL X FDS

LITHIUM BTRY ETF

$1.5M

20,027

0.6%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$1.5M

16,587

0.6%

REMX VANECK ETF TRUST

RARE EARTH AND S

$1.5M

16,711

0.6%

CVX CHEVRON CORPORATION

COM

$1.4M

6,926

0.5%

SOXX ISHARES TR

ISHARES SEMICDTR

$1.4M

4,233

0.5%

IDCC INTERDIGITAL INC

COM

$1.4M

4,543

0.5%

XME SPDR SERIES TRUST

STATE STREET SPD

$1.4M

12,564

0.5%

SPYD SPDR SERIES TRUST

STATE STREET SPD

$1.3M

29,103

0.5%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$1.3M

16,700

0.5%

MUB ISHARES TR

NATIONAL MUN ETF

$1.2M

11,617

0.5%

SHM SPDR SERIES TRUST

STATE STREET SPD

$1.2M

25,208

0.5%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.2M

2,008

0.5%

AVGO BROADCOM INC

COM

$1.2M

3,820

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

53%前 6 大占比

VV23.2%SCHB12.2%DFUV6.8%SCHD4.5%AGG3.5%DFAT3.3%