Advus Financial Partners, LLC 13F 持仓 · 2026年Q2
Advus Financial Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 142 只证券，申报市值合计 3.51 亿美元。前几大持仓：ITOT（9.35%）、IVV（8.98%）、ACWX（8.53%）。本季前 25 大持仓中：新建仓 3 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $32.8M | 9.35% | 199,788 | 减持 |
| 2 | IVV | ISHARES TR | $31.5M | 8.98% | 42,067 | 增持 |
| 3 | ACWX | ISHARES TR | $29.9M | 8.53% | 393,241 | 减持 |
| 4 | QUAL | ISHARES TR | $18.6M | 5.29% | 84,615 | 减持 |
| 5 | IQLT | ISHARES TR | $18.5M | 5.27% | 373,060 | 减持 |
| 6 | IUSB | ISHARES TR | $14.9M | 4.23% | 321,928 | 减持 |
| 7 | IVW | ISHARES TR | $8.2M | 2.34% | 59,682 | 减持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $8.1M | 2.30% | 118,929 | 减持 |
| 9 | VTI | VANGUARD INDEX FDS | $7.6M | 2.18% | 20,663 | 增持 |
| 10 | EFV | ISHARES TR | $7.3M | 2.08% | 95,545 | 减持 |
| 11 | IVE | ISHARES TR | $7.0M | 2.01% | 31,021 | 增持 |
| 12 | MUB | ISHARES TR | $7.0M | 2.00% | 65,162 | 减持 |
| 13 | IEMG | ISHARES INC | $6.2M | 1.78% | 75,327 | 增持 |
| 14 | GLD | SPDR GOLD TR | $5.2M | 1.49% | 14,230 | 增持 |
| 15 | MBB | ISHARES TR | $5.1M | 1.45% | 53,956 | 增持 |
| 16 | BINC | BLACKROCK ETF TRUST II | $5.0M | 1.41% | 94,700 | 减持 |
| 17 | BOND | PIMCO ETF TR | $4.9M | 1.39% | 52,994 | 新建仓 |
| 18 | TLH | ISHARES TR | $4.3M | 1.23% | 42,904 | 增持 |
| 19 | IAGG | ISHARES TR | $4.2M | 1.19% | 82,278 | 增持 |
| 20 | IDEV | ISHARES TR | $4.0M | 1.15% | 45,306 | 减持 |
| 21 | IOCT | INNOVATOR ETFS TRUST | $3.7M | 1.05% | 100,082 | 新建仓 |
| 22 | SCHB | SCHWAB STRATEGIC TR | $3.5M | 0.98% | 119,245 | 新建仓 |
| 23 | BAI | BLACKROCK ETF TRUST | $3.3M | 0.94% | 62,543 | 增持 |
| 24 | OEF | ISHARES TR | $3.2M | 0.90% | 8,648 | 减持 |
| 25 | EFG | ISHARES TR | $3.0M | 0.87% | 24,469 | 增持 |
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