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 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $384.5M | 23.22% | 513,402 | 增持 |
| 2 | VEA | VANGUARD TAX MANAGED INTL | $325.3M | 19.64% | 4.6M | 增持 |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | $128.9M | 7.79% | 2.7M | 增持 |
| 4 | IJH | ISHARES TR | $113.2M | 6.83% | 1.5M | 增持 |
| 5 | IEF | ISHARES TR | $106.4M | 6.42% | 1.1M | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $85.3M | 5.15% | 1.4M | 增持 |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $71.2M | 4.30% | 1.5M | 增持 |
| 8 | IGIB | ISHARES TR | $62.8M | 3.79% | 1.2M | 增持 |
| 9 | IJR | ISHARES TR | $60.9M | 3.68% | 410,725 | 减持 |
| 10 | ESGU | ISHARES TR | $57.4M | 3.46% | 350,467 | 增持 |
| 11 | SCHV | SCHWAB STRATEGIC TR | $34.0M | 2.06% | 978,090 | 增持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $31.6M | 1.91% | 934,561 | 增持 |
| 13 | ESGD | ISHARES TR | $30.6M | 1.85% | 297,816 | 增持 |
| 14 | MUB | ISHARES TR | $27.6M | 1.67% | 256,431 | 增持 |
| 15 | AGG | ISHARES TR | $22.5M | 1.36% | 226,868 | 增持 |
| 16 | ESGE | ISHARES INC | $9.2M | 0.56% | 169,049 | 减持 |
| 17 | VOT | VANGUARD INDEX FDS | $9.1M | 0.55% | 29,609 | 增持 |
| 18 | VOE | VANGUARD INDEX FDS | $8.8M | 0.53% | 44,758 | 增持 |
| 19 | ESML | ISHARES TR | $8.1M | 0.49% | 144,256 | 减持 |
| 20 | VYM | VANGUARD WHITEHALL FDS INC | $5.6M | 0.34% | 35,689 | 增持 |
| 21 | VBK | VANGUARD INDEX FDS | $5.0M | 0.30% | 13,747 | 增持 |
| 22 | IGSB | ISHARES TR | $4.9M | 0.29% | 93,130 | 增持 |
| 23 | VBR | VANGUARD INDEX FDS | $4.7M | 0.28% | 19,226 | 增持 |
| 24 | XLK | SELECT SECTOR SPDR TR | $4.2M | 0.26% | 22,229 | 减持 |
| 25 | VYMI | VANGUARD WHITEHALL FDS INC | $3.9M | 0.24% | 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