AllGen Financial Advisors, Inc. 13F 持仓 · 2026年Q2
AllGen Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 4.58 亿美元。前几大持仓：VTI（20.92%）、BND（10.05%）、VEU（8.83%）。本季前 25 大持仓中：新建仓 3 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 | VTI | VANGUARD INDEX FDS | $95.8M | 20.92% | 258,950 | 减持 |
| 2 | BND | VANGUARD BD INDEX FDS | $46.0M | 10.05% | 627,291 | 减持 |
| 3 | VEU | VANGUARD INTL EQUITY INDEX F | $40.4M | 8.83% | 482,791 | 减持 |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | $33.7M | 7.35% | 664,690 | 增持 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $25.8M | 5.63% | 85,045 | 减持 |
| 6 | MGV | VANGUARD WORLD FD | $23.9M | 5.23% | 146,457 | 减持 |
| 7 | IAU | ISHARES GOLD TR | $23.1M | 5.05% | 306,180 | 减持 |
| 8 | JMBS | JANUS DETROIT STR TR | $22.3M | 4.88% | 496,674 | 增持 |
| 9 | DIVI | FRANKLIN TEMPLETON ETF TR | $17.7M | 3.87% | 414,857 | 增持 |
| 10 | SPIB | SPDR SERIES TRUST | $17.4M | 3.80% | 519,935 | 增持 |
| 11 | TFLO | ISHARES TR | $17.0M | 3.70% | 334,914 | 增持 |
| 12 | SMLF | ISHARES TR | $13.4M | 2.93% | 150,295 | 减持 |
| 13 | IALT | BLACKROCK ETF TRUST | $11.3M | 2.47% | 403,110 | 新建仓 |
| 14 | AVEM | AMERICAN CENTY ETF TR | $10.2M | 2.22% | 105,563 | 增持 |
| 15 | VWOB | VANGUARD WHITEHALL FDS | $9.4M | 2.06% | 140,364 | 新建仓 |
| 16 | QQQ | INVESCO QQQ TR | $8.9M | 1.95% | 12,107 | 减持 |
| 17 | SPTL | SPDR SERIES TRUST | $8.6M | 1.89% | 329,169 | 减持 |
| 18 | SCHQ | SCHWAB STRATEGIC TR | $6.9M | 1.52% | 221,736 | 新建仓 |
| 19 | AVUV | AMERICAN CENTY ETF TR | $6.8M | 1.49% | 54,610 | 减持 |
| 20 | AVDV | AMERICAN CENTY ETF TR | $3.5M | 0.76% | 33,914 | 增持 |
| 21 | ISCF | ISHARES TR | $2.3M | 0.50% | 53,150 | 减持 |
| 22 | SCHG | SCHWAB STRATEGIC TR | $2.1M | 0.46% | 61,669 | 减持 |
| 23 | AAPL | APPLE INC | $1.8M | 0.39% | 6,225 | 持平 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.35% | 3,240 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $1.5M | 0.33% | 4,083 | 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