AIFG Consultants Ltd. 13F 持仓 · 最近申报 2025年Q4
AIFG Consultants 在 2025年Q4(报告期截至 2025-12-31)的 SEC 13F 申报中报告了 54 只证券,申报市值合计 5,823.63 万美元。前几大持仓:GLDM(16.02%)、FTCB(12.13%)、LDUR(7.08%)。本季前 25 大持仓中:新建仓 2 只、增持 11 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $9.3M | 16.02% | 109,299 | 减持 |
| 2 | FTCB | FIRST TRUST CORE INVESTMENT GRADE ETF | $7.1M | 12.13% | 332,811 | 增持 |
| 3 | LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $4.1M | 7.08% | 42,954 | 减持 |
| 4 | SPMO | INVESCO S&P 500 MOMENTUM ETF | $3.3M | 5.60% | 27,328 | 减持 |
| 5 | SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $2.5M | 4.27% | 49,332 | 增持 |
| 6 | IUS | INVESCO RAFI STRATEGIC US ETF | $2.1M | 3.58% | 36,446 | 增持 |
| 7 | FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $2.0M | 3.48% | 36,011 | 增持 |
| 8 | FLSP | FRANKLIN SYSTEMATIC STYLE PREMIA ETF | $2.0M | 3.47% | 75,175 | 新建仓 |
| 9 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.9M | 3.26% | 49,581 | 增持 |
| 10 | JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $1.5M | 2.54% | 32,394 | 增持 |
| 11 | LMBS | FIRST TRUST LOW DURATION OPPORTUNITIES ETF | $1.4M | 2.44% | 28,429 | 减持 |
| 12 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $1.3M | 2.23% | 25,631 | 增持 |
| 13 | VOO | VANGUARD S&P 500 ETF | $1.2M | 2.07% | 1,923 | 减持 |
| 14 | DDWM | WISDOMTREE DYNAMIC INTERNATIONAL EQUITY FUND | $1.1M | 1.86% | 24,907 | 新建仓 |
| 15 | JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $955,709 | 1.64% | 20,096 | 增持 |
| 16 | PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $917,295 | 1.58% | 19,194 | 增持 |
| 17 | XOM | EXXON MOBIL CORP COM | $853,051 | 1.46% | 7,089 | 减持 |
| 18 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $818,859 | 1.41% | 14,414 | 减持 |
| 19 | ELCV | EVENTIDE HIGH DIVIDEND ETF | $801,000 | 1.38% | 30,181 | 增持 |
| 20 | GE | GE AEROSPACE COM NEW | $654,834 | 1.12% | 2,126 | 增持 |
| 21 | SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $604,130 | 1.04% | 13,603 | 减持 |
| 22 | GLD | SPDR GOLD SHARES | $591,295 | 1.02% | 1,492 | 减持 |
| 23 | NVDA | NVIDIA CORPORATION COM | $576,472 | 0.99% | 3,091 | 减持 |
| 24 | ALL | ALLSTATE CORP COM | $552,846 | 0.95% | 2,656 | 持平 |
| 25 | GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $542,517 | 0.93% | 13,700 | 持平 |
来源:SEC 13F 申报文件 · 截至 2025-12-31
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