Algorithmic Investment Models, LLC 13F 持仓 · 2026年Q2
Algorithmic Investment Models 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 8,639.30 万美元。前几大持仓：FLQM（7.57%）、XLE（7.39%）、XLK（6.24%）。本季前 25 大持仓中：新建仓 6 只、增持 7 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FLQM | FRANKLIN TEMPLETON ETF TR | $6.5M | 7.57% | 113,052 | 增持 |
| 2 | XLE | SELECT SECTOR SPDR TR | $6.4M | 7.39% | 120,252 | 增持 |
| 3 | XLK | SELECT SECTOR SPDR TR | $5.4M | 6.24% | 28,301 | 减持 |
| 4 | XLI | SELECT SECTOR SPDR TR | $5.3M | 6.19% | 28,883 | 减持 |
| 5 | XLU | SELECT SECTOR SPDR TR | $5.3M | 6.13% | 116,897 | 减持 |
| 6 | XLF | SELECT SECTOR SPDR TR | $5.2M | 6.07% | 97,770 | 新建仓 |
| 7 | XLB | SELECT SECTOR SPDR TR | $5.2M | 6.06% | 102,938 | 减持 |
| 8 | XLV | SELECT SECTOR SPDR TR | $5.2M | 6.03% | 32,840 | 减持 |
| 9 | XLRE | SELECT SECTOR SPDR TR | $5.2M | 6.01% | 117,994 | 减持 |
| 10 | XLP | SELECT SECTOR SPDR TR | $5.2M | 5.99% | 62,327 | 减持 |
| 11 | XLY | SELECT SECTOR SPDR TR | $5.2M | 5.99% | 44,104 | 新建仓 |
| 12 | VEU | VANGUARD INTL EQUITY INDEX F | $4.5M | 5.19% | 53,560 | 减持 |
| 13 | XSOE | WISDOMTREE TR | $4.5M | 5.17% | 90,817 | 减持 |
| 14 | AMLP | ALPS ETF TR | $2.1M | 2.45% | 40,867 | 增持 |
| 15 | DXJ | WISDOMTREE TR | $1.3M | 1.55% | 7,722 | 减持 |
| 16 | EWW | ISHARES INC | $1.2M | 1.42% | 16,295 | 新建仓 |
| 17 | USDU | WISDOMTREE TR | $1.2M | 1.41% | 45,378 | 增持 |
| 18 | XBI | SPDR SERIES TRUST | $1.2M | 1.41% | 7,673 | 减持 |
| 19 | VRIG | INVESCO ACTIVELY MANAGED EXC | $1.2M | 1.40% | 48,297 | 新建仓 |
| 20 | DBND | DOUBLELINE ETF TRUST | $1.2M | 1.39% | 26,309 | 增持 |
| 21 | IXJ | ISHARES TR | $1.2M | 1.39% | 12,166 | 新建仓 |
| 22 | VCSH | VANGUARD SCOTTSDALE FDS | $1.1M | 1.32% | 14,421 | 减持 |
| 23 | SHV | ISHARES TR | $798,272 | 0.92% | 7,234 | 增持 |
| 24 | IYM | ISHARES TR | $690,831 | 0.80% | 3,848 | 新建仓 |
| 25 | LVHI | LEGG MASON ETF INVT | $644,571 | 0.75% | 15,882 | 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