Archford Capital Strategies, LLC 13F 持仓 · 2026年Q2
Archford Capital Strategies 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 359 只证券,申报市值合计 9.87 亿美元。前几大持仓:IEMG(4.82%)、IEFA(4.52%)、SPYM(3.19%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEMG | ISHARES INC | $47.6M | 4.82% | 575,012 | 增持 |
| 2 | IEFA | ISHARES TR | $44.7M | 4.52% | 462,639 | 增持 |
| 3 | SPYM | SPDR SERIES TRUST | $31.5M | 3.19% | 358,112 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $31.4M | 3.18% | 156,732 | 减持 |
| 5 | AAPL | APPLE INC | $30.5M | 3.08% | 105,245 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $25.4M | 2.57% | 68,089 | 增持 |
| 7 | GOOGL | ALPHABET INC | $20.2M | 2.05% | 56,589 | 减持 |
| 8 | V | VISA INC | $17.8M | 1.80% | 51,737 | 增持 |
| 9 | VUG | VANGUARD INDEX FDS | $17.4M | 1.76% | 201,727 | 增持 |
| 10 | AVGO | BROADCOM INC | $16.7M | 1.69% | 44,304 | 增持 |
| 11 | INFO | HARBOR ETF TRUST | $16.6M | 1.68% | 609,085 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $15.7M | 1.59% | 31,372 | 减持 |
| 13 | FNDX | SCHWAB STRATEGIC TR | $12.9M | 1.31% | 416,168 | 增持 |
| 14 | SCHG | SCHWAB STRATEGIC TR | $12.7M | 1.29% | 375,554 | 增持 |
| 15 | MU | MICRON TECHNOLOGY INC | $12.5M | 1.27% | 10,837 | 减持 |
| 16 | WINN | HARBOR ETF TRUST | $12.2M | 1.23% | 374,455 | 增持 |
| 17 | SAMT | ADVISORS INNER CIRCLE FD III | $12.0M | 1.22% | 251,799 | 增持 |
| 18 | AMZN | AMAZON COM INC | $11.5M | 1.17% | 48,325 | 减持 |
| 19 | HELO | J P MORGAN EXCHANGE TRADED F | $10.7M | 1.08% | 157,859 | 增持 |
| 20 | DFGP | DIMENSIONAL ETF TRUST | $10.4M | 1.06% | 191,581 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $10.3M | 1.05% | 40,636 | 增持 |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.4M | 1.05% | 21,690 | 减持 |
| 23 | VGIT | VANGUARD SCOTTSDALE FDS | $9.1M | 0.92% | 153,666 | 增持 |
| 24 | DFAE | DIMENSIONAL ETF TRUST | $9.0M | 0.91% | 223,904 | 增持 |
| 25 | BND | VANGUARD BD INDEX FDS | $8.9M | 0.90% | 121,299 | 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