ALM First Financial Advisors, LLC 13F 持仓 · 2026年Q2

ALM First Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 5.94 亿美元。前几大持仓：VOO（27.43%）、TRTY（11.56%）、GVAL（9.49%）。本季前 25 大持仓中：增持 11 只、减持 5 只、清仓 3 只。

排名	代码	公司	市值	占组合	股数	变动
1	VOO	Vanguard S&P 500 ETF	$162.9M	27.43%	285,434	增持
2	TRTY	Cambria Trinity ETF	$68.6M	11.56%	2.3M	减持
3	GVAL	Cambria Global Value ETF	$56.3M	9.49%	1.6M	增持
4	FYLD	Cambria Foreign Shareholder Yield ETF	$53.9M	9.08%	1.5M	增持
5	VAMO	Cambria Value and Momentum ETF	$51.3M	8.65%	1.4M	增持
6	EYLD	Cambria Emerging Shareholder Yield ETF	$44.7M	7.52%	983,500	增持
7	BLDG	Cambria Global Real Estate ETF	$27.0M	4.55%	999,500	增持
8	EMLC	VanEck JP Morgan EM Local C	$19.2M	3.23%	749,725	增持
9	IVV	ISHARES TR CORE U S AGGREGATE BD ETF	$17.5M	2.95%	23,355	增持
10	SPY	STATE STREET CORP	$17.5M	2.95%	23,473	增持
11	SYLD	Cambria Shareholder Yield ETF	$14.1M	2.37%	177,700	减持
12	DBMF	iMGP DBi Managed Futures Strategy ETF	$13.9M	2.33%	452,775	减持
13	SCHP	Schwab US Equity	$12.9M	2.18%	487,500	减持
14	BND	Vanguard Total Bond Market ETF	$12.8M	2.15%	174,200	减持
15	BAR	Graniteshares Gold Trust	$11.1M	1.88%	281,590	增持
16	VTI	Vanguard Total Stock Market Index Fund	$4.1M	0.70%	14,000	持平
17	IWF	Ishares Trust Russell 1000	$3.0M	0.50%	23,980	增持
18	AGG	ISHARES TR CORE U S AGGREGATE BD ETF	$966,738	0.16%	9,767	持平
19	VDC	Vanguard Consumer Staples Index Fund	$716,156	0.12%	3,898	持平
20	XLK	Technology Select Sector SPDR Fund	$562,034	0.09%	3,613	持平
21	VHT	Vanguard Health Care Etf	$338,479	0.06%	1,389	持平
22	IHI	ISHARES DOW JONES US MEDICAL DEV.(ETF)	$275,065	0.05%	5,568	持平
23	FMF	First Trust Managed Futures Stragegy Fund	$0	0.00%	0	清仓
24	GMOM	Cambria Global Momentum ETF	$0	0.00%	0	清仓
25	PDBC	Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$0	0.00%	0	清仓

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