ArborFi Advisors, LLC 13F 持仓 · 2026年Q2
ArborFi Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 45 只证券,申报市值合计 1.38 亿美元。前几大持仓:IVV(16.90%)、SPYG(7.80%)、DFCF(7.50%)。本季前 25 大持仓中:新建仓 2 只、增持 19 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.3M | 16.90% | 31,135 | 增持 |
| 2 | SPYG | SPDR SERIES TRUST | $10.8M | 7.80% | 90,453 | 减持 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $10.3M | 7.50% | 245,047 | 增持 |
| 4 | VYM | VANGUARD WHITEHALL FDS | $10.0M | 7.27% | 63,447 | 增持 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $8.8M | 6.41% | 214,319 | 增持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $8.2M | 5.92% | 120,102 | 增持 |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $7.1M | 5.15% | 176,632 | 增持 |
| 8 | SPTI | SPDR SERIES TRUST | $5.3M | 3.84% | 186,457 | 增持 |
| 9 | SPMD | SPDR SERIES TRUST | $5.0M | 3.63% | 74,102 | 增持 |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | $4.7M | 3.42% | 29,240 | 减持 |
| 11 | XSMO | INVESCO EXCHANGE TRADED FD T | $4.7M | 3.42% | 50,403 | 增持 |
| 12 | PVAL | PUTNAM ETF TRUST | $3.6M | 2.58% | 69,977 | 新建仓 |
| 13 | BINC | BLACKROCK ETF TRUST II | $3.1M | 2.27% | 59,881 | 增持 |
| 14 | MBB | ISHARES TR | $3.0M | 2.19% | 31,928 | 增持 |
| 15 | SPYV | SPDR SERIES TRUST | $2.9M | 2.07% | 46,987 | 减持 |
| 16 | AIQ | GLOBAL X FDS | $2.8M | 2.06% | 43,248 | 增持 |
| 17 | SHLD | GLOBAL X FDS | $1.9M | 1.40% | 32,270 | 增持 |
| 18 | IALT | BLACKROCK ETF TRUST | $1.8M | 1.28% | 62,701 | 新建仓 |
| 19 | BSCS | INVESCO EXCH TRD SLF IDX FD | $1.6M | 1.13% | 76,741 | 增持 |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $1.6M | 1.13% | 37,189 | 减持 |
| 21 | BSCT | INVESCO EXCH TRD SLF IDX FD | $1.5M | 1.12% | 83,425 | 增持 |
| 22 | BSCU | INVESCO EXCH TRD SLF IDX FD | $1.4M | 1.04% | 85,918 | 增持 |
| 23 | BSCR | INVESCO EXCH TRD SLF IDX FD | $1.4M | 1.03% | 72,314 | 增持 |
| 24 | BSCV | INVESCO EXCH TRD SLF IDX FD | $1.4M | 1.01% | 84,791 | 增持 |
| 25 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.92% | 15,078 | 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