BFI Wealth Solutions, LLC 13F 持仓 · 2026年Q2
BFI Wealth Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 1.35 亿美元。前几大持仓：USFR（9.76%）、FNDX（5.33%）、PJAN（4.53%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $13.2M | 9.76% | 261,914 | 增持 |
| 2 | FNDX | SCHWAB STRATEGIC TR | $7.2M | 5.33% | 231,563 | 增持 |
| 3 | PJAN | INNOVATOR ETFS TRUST | $6.1M | 4.53% | 123,584 | 增持 |
| 4 | KJAN | INNOVATOR ETFS TRUST | $5.2M | 3.84% | 113,715 | 增持 |
| 5 | KAPR | INNOVATOR ETFS TRUST | $4.7M | 3.50% | 118,824 | 增持 |
| 6 | AVUV | AMERICAN CENTY ETF TR | $4.7M | 3.48% | 37,644 | 增持 |
| 7 | FNDF | SCHWAB STRATEGIC TR | $4.3M | 3.22% | 82,356 | 减持 |
| 8 | AVLC | AMERICAN CENTY ETF TR | $4.2M | 3.10% | 46,466 | 增持 |
| 9 | FNDC | SCHWAB STRATEGIC TR | $3.8M | 2.81% | 78,258 | 增持 |
| 10 | KOCT | INNOVATOR ETFS TRUST | $3.7M | 2.73% | 98,837 | 增持 |
| 11 | PMAR | INNOVATOR ETFS TRUST | $3.1M | 2.30% | 64,995 | 减持 |
| 12 | IJAN | INNOVATOR ETFS TRUST | $3.0M | 2.23% | 79,010 | 减持 |
| 13 | SCHO | SCHWAB STRATEGIC TR | $2.9M | 2.14% | 119,465 | 新建仓 |
| 14 | FNDE | SCHWAB STRATEGIC TR | $2.9M | 2.12% | 72,169 | 增持 |
| 15 | POCT | INNOVATOR ETFS TRUST | $2.7M | 2.03% | 59,108 | 增持 |
| 16 | IJUL | INNOVATOR ETFS TRUST | $2.6M | 1.90% | 71,296 | 增持 |
| 17 | SMLF | ISHARES TR | $2.5M | 1.84% | 27,902 | 减持 |
| 18 | PJUL | INNOVATOR ETFS TRUST | $2.4M | 1.77% | 48,909 | 增持 |
| 19 | KJUL | INNOVATOR ETFS TRUST | $2.3M | 1.68% | 66,819 | 增持 |
| 20 | IAPR | INNOVATOR ETFS TRUST | $2.2M | 1.64% | 66,710 | 减持 |
| 21 | LRGF | ISHARES TR | $2.1M | 1.55% | 27,661 | 减持 |
| 22 | SNOV | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.55% | 77,483 | 增持 |
| 23 | WTV | WISDOMTREE TR | $2.1M | 1.54% | 20,426 | 增持 |
| 24 | EAPR | INNOVATOR ETFS TRUST | $2.0M | 1.50% | 61,571 | 增持 |
| 25 | AVLV | AMERICAN CENTY ETF TR | $2.0M | 1.47% | 21,706 | 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