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American Financial Advisors, LLC 13F 持仓 · 2026年Q2

American Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 169 只证券,申报市值合计 8.31 亿美元。前几大持仓:QQQ(10.64%)、VIGI(5.25%)、IWB(5.22%)。本季前 25 大持仓中:新建仓 2 只、增持 10 只、减持 13 只。

排名代码公司市值占组合股数变动
1QQQINVESCO QQQ TR$88.4M10.64%120,032减持
2VIGIVANGUARD WHITEHALL FDS$43.6M5.25%467,369增持
3IWBISHARES TR$43.3M5.22%105,848减持
4VBKVANGUARD INDEX FDS$41.8M5.03%114,217减持
5BRKBBERKSHIRE HATHAWAY INC DEL$41.1M4.94%82,084增持
6VIGVANGUARD SPECIALIZED FUNDS$40.2M4.83%169,693减持
7VCITVANGUARD SCOTTSDALE FDS$36.1M4.34%436,396增持
8VCSHVANGUARD SCOTTSDALE FDS$35.6M4.28%450,216增持
9FTCSFIRST TR EXCHANGE-TRADED FD$35.0M4.21%372,428增持
10SCHDSCHWAB STRATEGIC TR$29.5M3.55%930,420减持
11VOVANGUARD INDEX FDS$27.5M3.31%341,288增持
12XLVSELECT SECTOR SPDR TR$26.0M3.13%164,162增持
13CGCBCAPITAL GRP FIXED INCM ETF T$18.4M2.21%701,386增持
14CIBRFIRST TR EXCHANGE-TRADED FD$17.8M2.14%198,104减持
15SLYVSPDR SERIES TRUST$17.6M2.12%161,395减持
16LMBSFIRST TR EXCHANGE-TRADED FD$17.0M2.05%341,860减持
17IJHISHARES TR$15.0M1.80%194,164减持
18LLYELI LILLY & CO$15.0M1.80%12,501减持
19SCHASCHWAB STRATEGIC TR$13.5M1.63%374,988减持
20JPIEJ P MORGAN EXCHANGE TRADED F$13.2M1.59%286,634增持
21GRNJTIDAL TRUST III$12.5M1.51%399,037新建仓
22DALDELTA AIR LINES INC$12.1M1.45%129,104减持
23GRNYTIDAL TRUST I$10.6M1.28%385,033新建仓
24XLRESELECT SECTOR SPDR TR$10.6M1.28%241,154增持
25JPSTJ P MORGAN EXCHANGE TRADED F$10.5M1.27%208,413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