Arlington Financial Advisors, LLC 13F 持仓 · 2026年Q2
Arlington Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 107 只证券,申报市值合计 7.87 亿美元。前几大持仓:CGGO(7.85%)、DFAW(6.92%)、OSEA(6.67%)。本季前 25 大持仓中:增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $61.8M | 7.85% | 1.5M | 减持 |
| 2 | DFAW | DIMENSIONAL ETF TRUST | $54.5M | 6.92% | 658,572 | 增持 |
| 3 | OSEA | HARBOR ETF TRUST | $52.5M | 6.67% | 1.7M | 增持 |
| 4 | FNDF | SCHWAB STRATEGIC TR | $39.9M | 5.07% | 756,692 | 减持 |
| 5 | GRID | FIRST TR EXCHANGE-TRADED FD | $39.6M | 5.03% | 206,718 | 减持 |
| 6 | AVEM | AMERICAN CENTY ETF TR | $38.9M | 4.94% | 402,768 | 减持 |
| 7 | JBND | J P MORGAN EXCHANGE TRADED F | $38.5M | 4.89% | 719,463 | 增持 |
| 8 | DSTL | ETF SER SOLUTIONS | $33.4M | 4.24% | 557,358 | 增持 |
| 9 | VTIP | VANGUARD MALVERN FDS | $32.8M | 4.17% | 653,370 | 增持 |
| 10 | JAVA | J P MORGAN EXCHANGE TRADED F | $29.7M | 3.77% | 374,162 | 增持 |
| 11 | DUHP | DIMENSIONAL ETF TRUST | $28.9M | 3.67% | 692,349 | 增持 |
| 12 | JGLO | J P MORGAN EXCHANGE TRADED F | $24.3M | 3.08% | 340,971 | 增持 |
| 13 | AVLV | AMERICAN CENTY ETF TR | $23.1M | 2.94% | 253,772 | 增持 |
| 14 | JGRO | J P MORGAN EXCHANGE TRADED F | $21.1M | 2.67% | 213,622 | 增持 |
| 15 | AVUV | AMERICAN CENTY ETF TR | $19.4M | 2.46% | 155,141 | 增持 |
| 16 | AAPL | APPLE INC | $18.9M | 2.40% | 65,190 | 减持 |
| 17 | PXF | INVESCO EXCH TRADED FD TR II | $14.5M | 1.85% | 192,286 | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.6M | 1.47% | 23,086 | 增持 |
| 19 | FNDX | SCHWAB STRATEGIC TR | $10.8M | 1.37% | 347,092 | 减持 |
| 20 | FNDA | SCHWAB STRATEGIC TR | $10.7M | 1.36% | 281,940 | 减持 |
| 21 | PRF | INVESCO EXCHANGE TRADED FD T | $10.3M | 1.31% | 190,590 | 减持 |
| 22 | GOOGL | ALPHABET INC | $9.8M | 1.25% | 27,541 | 减持 |
| 23 | AMGN | AMGEN INC | $9.2M | 1.17% | 25,453 | 增持 |
| 24 | AMZN | AMAZON COM INC | $9.1M | 1.16% | 38,248 | 减持 |
| 25 | GOOG | ALPHABET INC | $9.1M | 1.16% | 25,885 | 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