Alaska Wealth Advisors 13F 持仓 · 2026年Q2
Alaska Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 9.23 亿美元。前几大持仓：SPY（23.11%）、IJH（9.98%）、BND（9.84%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $213.4M | 23.11% | 285,753 | 减持 |
| 2 | IJH | ISHARES TR | $92.1M | 9.98% | 1.2M | 减持 |
| 3 | BND | VANGUARD BD INDEX FDS | $90.8M | 9.84% | 1.2M | 增持 |
| 4 | NFRA | FLEXSHARES TR | $52.3M | 5.66% | 815,124 | 增持 |
| 5 | IEFA | ISHARES TR | $52.2M | 5.65% | 540,299 | 增持 |
| 6 | IEMG | ISHARES INC | $44.0M | 4.77% | 531,657 | 减持 |
| 7 | IJR | ISHARES TR | $40.7M | 4.41% | 274,320 | 减持 |
| 8 | QAI | NEW YORK LIFE INVESTMENTS ET | $38.9M | 4.21% | 1.1M | 增持 |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $31.0M | 3.36% | 640,132 | 增持 |
| 10 | BBRE | J P MORGAN EXCHANGE TRADED F | $30.3M | 3.28% | 282,332 | 减持 |
| 11 | MUB | ISHARES TR | $29.9M | 3.24% | 277,663 | 增持 |
| 12 | SHM | SPDR SERIES TRUST | $23.6M | 2.56% | 492,292 | 增持 |
| 13 | BSV | VANGUARD BD INDEX FDS | $18.6M | 2.01% | 238,422 | 增持 |
| 14 | BCD | ABRDN ETFS | $16.2M | 1.75% | 473,129 | 增持 |
| 15 | VTIP | VANGUARD MALVERN FDS | $14.3M | 1.55% | 284,320 | 增持 |
| 16 | SHAZ | SHARONAI HOLDINGS INC | $10.8M | 1.17% | 128,036 | 减持 |
| 17 | SNPE | DBX ETF TR | $10.6M | 1.15% | 153,671 | 减持 |
| 18 | AAPL | APPLE INC | $8.9M | 0.97% | 30,918 | 增持 |
| 19 | NRIM | NORTHRIM BANCORP INC | $8.5M | 0.92% | 305,721 | 持平 |
| 20 | SPYM | SPDR SERIES TRUST | $7.3M | 0.79% | 82,873 | 增持 |
| 21 | ESML | ISHARES TR | $6.4M | 0.69% | 114,627 | 减持 |
| 22 | EAGG | ISHARES TR | $6.2M | 0.67% | 130,455 | 增持 |
| 23 | HELO | J P MORGAN EXCHANGE TRADED F | $5.6M | 0.61% | 82,720 | 增持 |
| 24 | CMDY | ISHARES U S ETF TR | $5.4M | 0.59% | 98,138 | 减持 |
| 25 | SPHY | SPDR SERIES TRUST | $4.8M | 0.52% | 205,021 | 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