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Ally Invest Advisors Inc. 13F 持仓 · 2026年Q2

Ally Invest Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 75 只证券,申报市值合计 16.56 亿美元。前几大持仓:IVV(23.22%)、VEA(19.64%)、BNDX(7.79%)。本季前 25 大持仓中:增持 21 只、减持 4 只。

排名代码公司市值占组合股数变动
1IVVISHARES TR$384.5M23.22%513,402增持
2VEAVANGUARD TAX MANAGED INTL$325.3M19.64%4.6M增持
3BNDXVANGUARD CHARLOTTE FDS$128.9M7.79%2.7M增持
4IJHISHARES TR$113.2M6.83%1.5M增持
5IEFISHARES TR$106.4M6.42%1.1M增持
6VWOVANGUARD INTL EQUITY INDEX F$85.3M5.15%1.4M增持
7VMBSVANGUARD SCOTTSDALE FDS$71.2M4.30%1.5M增持
8IGIBISHARES TR$62.8M3.79%1.2M增持
9IJRISHARES TR$60.9M3.68%410,725减持
10ESGUISHARES TR$57.4M3.46%350,467增持
11SCHVSCHWAB STRATEGIC TR$34.0M2.06%978,090增持
12SCHGSCHWAB STRATEGIC TR$31.6M1.91%934,561增持
13ESGDISHARES TR$30.6M1.85%297,816增持
14MUBISHARES TR$27.6M1.67%256,431增持
15AGGISHARES TR$22.5M1.36%226,868增持
16ESGEISHARES INC$9.2M0.56%169,049减持
17VOTVANGUARD INDEX FDS$9.1M0.55%29,609增持
18VOEVANGUARD INDEX FDS$8.8M0.53%44,758增持
19ESMLISHARES TR$8.1M0.49%144,256减持
20VYMVANGUARD WHITEHALL FDS INC$5.6M0.34%35,689增持
21VBKVANGUARD INDEX FDS$5.0M0.30%13,747增持
22IGSBISHARES TR$4.9M0.29%93,130增持
23VBRVANGUARD INDEX FDS$4.7M0.28%19,226增持
24XLKSELECT SECTOR SPDR TR$4.2M0.26%22,229减持
25VYMIVANGUARD WHITEHALL FDS INC$3.9M0.24%39,786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