Access Financial Services, Inc. 13F 持仓 · 2026年Q2
Access Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 3.05 亿美元。前几大持仓：SCHX（13.58%）、SCHO（11.08%）、XONE（7.92%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $41.4M | 13.58% | 1.4M | 减持 |
| 2 | SCHO | SCHWAB STRATEGIC TR | $33.8M | 11.08% | 1.4M | 增持 |
| 3 | XONE | BONDBLOXX ETF TRUST | $24.2M | 7.92% | 489,580 | 增持 |
| 4 | BILZ | PIMCO ETF TR | $21.7M | 7.12% | 215,191 | 减持 |
| 5 | FNDX | SCHWAB STRATEGIC TR | $15.7M | 5.14% | 504,385 | 增持 |
| 6 | JUNW | AIM ETF PRODUCTS TRUST | $15.6M | 5.11% | 453,357 | 新建仓 |
| 7 | IJUN | INNOVATOR ETFS TRUST | $13.0M | 4.25% | 415,535 | 新建仓 |
| 8 | FNDF | SCHWAB STRATEGIC TR | $11.3M | 3.72% | 215,023 | 减持 |
| 9 | DECW | AIM ETF PRODUCTS TRUST | $7.8M | 2.57% | 220,052 | 减持 |
| 10 | EJAN | INNOVATOR ETFS TRUST | $7.1M | 2.33% | 197,501 | 减持 |
| 11 | FNDE | SCHWAB STRATEGIC TR | $6.8M | 2.23% | 171,753 | 增持 |
| 12 | IVV | ISHARES TR | $5.8M | 1.91% | 7,766 | 减持 |
| 13 | AUGW | AIM ETF PRODUCTS TRUST | $5.5M | 1.79% | 160,448 | 减持 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $4.4M | 1.43% | 20,558 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $3.9M | 1.28% | 10,466 | 减持 |
| 16 | AAPL | APPLE INC | $2.8M | 0.93% | 9,753 | 持平 |
| 17 | OEF | ISHARES TR | $2.8M | 0.91% | 7,555 | 持平 |
| 18 | FTNT | FORTINET INC | $2.4M | 0.79% | 15,601 | 减持 |
| 19 | VLO | VALERO ENERGY CORP | $2.4M | 0.79% | 9,268 | 减持 |
| 20 | SPYM | SPDR SERIES TRUST | $2.3M | 0.75% | 25,952 | 增持 |
| 21 | IBM | INTERNATIONAL BUSINESS MACHS | $2.2M | 0.74% | 7,974 | 增持 |
| 22 | KLAC | KLA CORP | $2.2M | 0.72% | 7,310 | 增持 |
| 23 | AMZN | AMAZON COM INC | $2.1M | 0.68% | 8,703 | 减持 |
| 24 | JPM | JPMORGAN CHASE & CO | $2.1M | 0.68% | 6,330 | 减持 |
| 25 | TSLA | TESLA INC | $2.1M | 0.68% | 4,955 | 减持 |
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