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 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $88.4M | 10.64% | 120,032 | 减持 |
| 2 | VIGI | VANGUARD WHITEHALL FDS | $43.6M | 5.25% | 467,369 | 增持 |
| 3 | IWB | ISHARES TR | $43.3M | 5.22% | 105,848 | 减持 |
| 4 | VBK | VANGUARD INDEX FDS | $41.8M | 5.03% | 114,217 | 减持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $41.1M | 4.94% | 82,084 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $40.2M | 4.83% | 169,693 | 减持 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $36.1M | 4.34% | 436,396 | 增持 |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | $35.6M | 4.28% | 450,216 | 增持 |
| 9 | FTCS | FIRST TR EXCHANGE-TRADED FD | $35.0M | 4.21% | 372,428 | 增持 |
| 10 | SCHD | SCHWAB STRATEGIC TR | $29.5M | 3.55% | 930,420 | 减持 |
| 11 | VO | VANGUARD INDEX FDS | $27.5M | 3.31% | 341,288 | 增持 |
| 12 | XLV | SELECT SECTOR SPDR TR | $26.0M | 3.13% | 164,162 | 增持 |
| 13 | CGCB | CAPITAL GRP FIXED INCM ETF T | $18.4M | 2.21% | 701,386 | 增持 |
| 14 | CIBR | FIRST TR EXCHANGE-TRADED FD | $17.8M | 2.14% | 198,104 | 减持 |
| 15 | SLYV | SPDR SERIES TRUST | $17.6M | 2.12% | 161,395 | 减持 |
| 16 | LMBS | FIRST TR EXCHANGE-TRADED FD | $17.0M | 2.05% | 341,860 | 减持 |
| 17 | IJH | ISHARES TR | $15.0M | 1.80% | 194,164 | 减持 |
| 18 | LLY | ELI LILLY & CO | $15.0M | 1.80% | 12,501 | 减持 |
| 19 | SCHA | SCHWAB STRATEGIC TR | $13.5M | 1.63% | 374,988 | 减持 |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | $13.2M | 1.59% | 286,634 | 增持 |
| 21 | GRNJ | TIDAL TRUST III | $12.5M | 1.51% | 399,037 | 新建仓 |
| 22 | DAL | DELTA AIR LINES INC | $12.1M | 1.45% | 129,104 | 减持 |
| 23 | GRNY | TIDAL TRUST I | $10.6M | 1.28% | 385,033 | 新建仓 |
| 24 | XLRE | SELECT SECTOR SPDR TR | $10.6M | 1.28% | 241,154 | 增持 |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $10.5M | 1.27% | 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