Alpha Financial Partners, LLC 13F 持仓 · 2026年Q2
Alpha Financial Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 118 只证券，申报市值合计 1.90 亿美元。前几大持仓：IVV（26.35%）、AGG（9.17%）、IJH（3.97%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $50.2M | 26.35% | 66,984 | 减持 |
| 2 | AGG | ISHARES TR | $17.5M | 9.17% | 176,374 | 增持 |
| 3 | IJH | ISHARES TR | $7.6M | 3.97% | 97,953 | 减持 |
| 4 | IXUS | ISHARES TR | $6.9M | 3.63% | 72,356 | 增持 |
| 5 | ALLW | SSGA ACTIVE TR | $6.6M | 3.46% | 225,175 | 增持 |
| 6 | QQQ | INVESCO QQQ TR | $6.3M | 3.32% | 8,581 | 增持 |
| 7 | MUB | ISHARES TR | $6.1M | 3.21% | 56,778 | 增持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $5.7M | 2.99% | 83,630 | 增持 |
| 9 | SPYM | SPDR SERIES TRUST | $4.7M | 2.48% | 53,760 | 减持 |
| 10 | IJR | ISHARES TR | $4.1M | 2.15% | 27,540 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $4.0M | 2.13% | 12,364 | 增持 |
| 12 | PWR | QUANTA SVCS INC | $3.2M | 1.70% | 4,491 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $2.5M | 1.33% | 3,687 | 减持 |
| 14 | AAPL | APPLE INC | $2.3M | 1.19% | 7,848 | 增持 |
| 15 | USRT | ISHARES TR | $2.0M | 1.07% | 30,563 | 减持 |
| 16 | GRID | FIRST TR EXCHANGE-TRADED FD | $1.9M | 1.02% | 10,096 | 增持 |
| 17 | IXC | ISHARES TR | $1.9M | 0.99% | 38,490 | 增持 |
| 18 | MUNI | PIMCO ETF TR | $1.9M | 0.99% | 35,986 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $1.7M | 0.90% | 8,532 | 增持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 0.83% | 2,123 | 持平 |
| 21 | ICSH | ISHARES TR | $1.5M | 0.80% | 30,237 | 新建仓 |
| 22 | LGN | LEGENCE CORP | $1.5M | 0.80% | 17,867 | 增持 |
| 23 | PFFD | GLOBAL X FDS | $1.4M | 0.74% | 75,479 | 新建仓 |
| 24 | IFRA | ISHARES TR | $1.4M | 0.72% | 21,639 | 减持 |
| 25 | GOOG | ALPHABET INC | $1.4M | 0.71% | 3,833 | 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