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REICON WEALTH ADVISORS, LLC

报告期 2026-03-31 · CIK 0001888847

持仓数

72

前50大市值合计

$130.5M

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*

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$56.5M

86,877

43.3%

EQWL INVESCO EXCHANGE TRADED FD T

S&P 100 EQL WIGH

$40.0M

346,724

30.6%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$8.1M

42,458

6.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.7M

4,558

2.1%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$2.2M

26,187

1.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.1M

4,333

1.6%

AGG ISHARES TR

CORE US AGGBD ET

$1.8M

18,152

1.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT · 认购

$1.5M

2,300

1.1%

RSPT INVESCO EXCHANGE TRADED FD T

S&P500 EQL TEC

$885.0K

19,555

0.7%

IVV ISHARES TR

CORE S&P500 ETF

$880.1K

1,347

0.7%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$781.9K

15,450

0.6%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$769.2K

16,697

0.6%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$757.6K

14,589

0.6%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$673.7K

17,087

0.5%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$602.1K

7,595

0.5%

IWV ISHARES TR

RUSSELL 3000 ETF

$554.2K

1,495

0.4%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$450.9K

5,750

0.3%

HD HOME DEPOT INC

COM

$425.6K

1,294

0.3%

CAT CATERPILLAR INC

COM

$425.1K

600

0.3%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$418.5K

7,383

0.3%

BXSL BLACKSTONE SECD LENDING FD

COMMON STOCK

$376.5K

15,894

0.3%

JPM JPMORGAN CHASE & CO

COM

$371.4K

1,263

0.3%

MSFT MICROSOFT CORP

COM

$366.8K

991

0.3%

SPHB INVESCO EXCH TRADED FD TR II

S&P 500 HB ETF

$363.7K

3,137

0.3%

AAPL APPLE INC

COM

$358.6K

1,413

0.3%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$356.4K

4,840

0.3%

GDEC FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$340.4K

9,194

0.3%

MCD MCDONALDS CORP

COM

$334.7K

1,077

0.3%

PKW INVESCO EXCHANGE TRADED FD T

BUYBACK ACHIEV

$305.2K

2,325

0.2%

GS GOLDMAN SACHS GROUP INC

COM

$299.5K

354

0.2%

IGIB ISHARES TR

ISHS 5-10YR INVT

$293.0K

5,505

0.2%

ARCC ARES CAPITAL CORP

COM

$289.5K

16,066

0.2%

RSPG INVESCO EXCHANGE TRADED FD T

S&P500 EQL ENR

$266.8K

2,437

0.2%

HYBB ISHARES TR

BB RAT CORP BD

$264.9K

5,698

0.2%

MLPA GLOBAL X FDS

GLBL X MLP ETF

$261.3K

4,850

0.2%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$259.6K

5,153

0.2%

KO COCA COLA CO

COM

$258.7K

3,402

0.2%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$251.2K

3,258

0.2%

AMZN AMAZON COM INC

COM

$250.4K

1,202

0.2%

MSDL MORGAN STANLEY DIRECT LENDIN

COM SHS

$242.2K

17,349

0.2%

IGEB ISHARES TR

INVESTMENT GRADE

$242.0K

5,370

0.2%

TLT ISHARES TR

20 YR TR BD ETF

$217.2K

2,505

0.2%

PFF ISHARES TR

PFD AND INCM SEC

$208.4K

6,875

0.2%

MS MORGAN STANLEY

COM NEW

$202.4K

1,230

0.2%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$185.4K

3,024

0.1%

PCEF INVESCO EXCH TRADED FD TR II

CEF INM COMPSI

$181.5K

9,643

0.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$160.4K

500

0.1%

GAUG FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$155.3K

4,011

0.1%

GJUL FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$151.8K

3,722

0.1%

BIL SPDR SERIES TRUST

STATE STREET SPD

$151.8K

1,656

0.1%

* 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

86%前 6 大占比

SPY43.3%EQWL30.6%RSP6.2%VOO2.1%VCIT1.7%BRK/B1.6%

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