Beto Financial Group, LLC 13F 持仓 · 2026年Q2
Beto Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 154 只证券，申报市值合计 1.90 亿美元。前几大持仓：CGUS（9.56%）、IVW（5.28%）、CGMU（4.38%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGUS | CAPITAL GROUP CORE EQUITY ET | $18.2M | 9.56% | 414,563 | 增持 |
| 2 | IVW | ISHARES TR | $10.1M | 5.28% | 74,669 | 增持 |
| 3 | CGMU | CAPITAL GRP FIXED INCM ETF T | $8.3M | 4.38% | 305,624 | 增持 |
| 4 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $7.9M | 4.13% | 236,984 | 减持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $6.1M | 3.22% | 91,681 | 增持 |
| 6 | BRTR | BLACKROCK ETF TRUST II | $5.4M | 2.83% | 108,250 | 增持 |
| 7 | IEMG | ISHARES INC | $5.1M | 2.66% | 65,692 | 增持 |
| 8 | MU | MICRON TECHNOLOGY INC | $4.8M | 2.53% | 5,573 | 减持 |
| 9 | IVE | ISHARES TR | $4.2M | 2.19% | 18,136 | 减持 |
| 10 | AAPL | APPLE INC | $3.7M | 1.96% | 11,406 | 增持 |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $3.7M | 1.96% | 82,630 | 增持 |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.80% | 73,949 | 减持 |
| 13 | BAI | BLACKROCK ETF TRUST | $3.1M | 1.65% | 73,653 | 增持 |
| 14 | IJH | ISHARES TR | $2.8M | 1.46% | 37,078 | 减持 |
| 15 | VYM | VANGUARD WHITEHALL FDS | $2.8M | 1.46% | 17,417 | 增持 |
| 16 | PPA | INVESCO EXCHANGE TRADED FD T | $2.6M | 1.38% | 15,694 | 增持 |
| 17 | BINC | BLACKROCK ETF TRUST II | $2.5M | 1.33% | 48,494 | 增持 |
| 18 | IALT | BLACKROCK ETF TRUST | $2.3M | 1.22% | 81,885 | 新建仓 |
| 19 | BLCR | BLACKROCK ETF TRUST | $2.3M | 1.21% | 47,618 | 增持 |
| 20 | SPMO | INVESCO EXCH TRADED FD TR II | $2.3M | 1.21% | 15,926 | 减持 |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.16% | 3 | 持平 |
| 22 | THRO | BLACKROCK ETF TRUST | $2.2M | 1.15% | 51,802 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $2.0M | 1.06% | 5,004 | 增持 |
| 24 | FNDF | SCHWAB STRATEGIC TR | $1.9M | 1.02% | 36,895 | 减持 |
| 25 | IVV | ISHARES TR | $1.8M | 0.93% | 2,372 | 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