ATX Financial Planning, LLC 13F 持仓 · 2026年Q2
ATX Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 1.51 亿美元。前几大持仓：BALT（7.93%）、QFLR（7.39%）、QQQM（5.64%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BALT | INNOVATOR ETFS TRUST | $12.0M | 7.93% | 349,729 | 增持 |
| 2 | QFLR | INNOVATOR ETFS TRUST | $11.2M | 7.39% | 306,223 | 减持 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $8.5M | 5.64% | 28,113 | 增持 |
| 4 | SPYM | SPDR SERIES TRUST | $8.4M | 5.57% | 95,848 | 增持 |
| 5 | SFLR | INNOVATOR ETFS TRUST | $7.8M | 5.19% | 203,220 | 减持 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $6.7M | 4.43% | 113,411 | 减持 |
| 7 | IVV | ISHARES TR | $6.2M | 4.08% | 8,239 | 增持 |
| 8 | CLOA | BLACKROCK ETF TRUST II | $6.0M | 3.97% | 115,525 | 增持 |
| 9 | PVAL | PUTNAM ETF TRUST | $5.4M | 3.59% | 106,318 | 增持 |
| 10 | XUSP | INNOVATOR ETFS TRUST | $4.7M | 3.10% | 89,058 | 减持 |
| 11 | XMMO | INVESCO EXCHANGE TRADED FD T | $4.3M | 2.86% | 25,433 | 减持 |
| 12 | DBEF | DBX ETF TR | $2.8M | 1.88% | 52,099 | 增持 |
| 13 | IAU | ISHARES GOLD TR | $2.8M | 1.86% | 37,203 | 增持 |
| 14 | ICSH | ISHARES TR | $2.8M | 1.83% | 54,527 | 增持 |
| 15 | DBMF | LITMAN GREGORY FDS TR | $2.8M | 1.82% | 90,085 | 增持 |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $2.6M | 1.72% | 16,092 | 增持 |
| 17 | BFRZ | INNOVATOR ETFS TRUST | $2.6M | 1.71% | 95,746 | 减持 |
| 18 | FALN | ISHARES TR | $2.5M | 1.68% | 93,146 | 增持 |
| 19 | VTI | VANGUARD INDEX FDS | $2.4M | 1.56% | 6,357 | 减持 |
| 20 | SHV | ISHARES TR | $2.0M | 1.34% | 18,289 | 新建仓 |
| 21 | SCCR | SCHWAB STRATEGIC TR | $2.0M | 1.30% | 77,031 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $1.9M | 1.27% | 9,613 | 增持 |
| 23 | SOXX | ISHARES TR | $1.9M | 1.25% | 2,939 | 减持 |
| 24 | TOPT | ISHARES TR | $1.8M | 1.19% | 54,670 | 减持 |
| 25 | VGT | VANGUARD WORLD FD | $1.7M | 1.14% | 14,357 | 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