BG Investment Services, Inc. 13F 持仓 · 2026年Q2
BG Investment Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 1.39 亿美元。前几大持仓：FBND（17.27%）、FBCG（16.14%）、IVV（10.11%）。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 | FBND | FIDELITY MERRIMACK STR TR | $24.0M | 17.27% | 527,196 | 增持 |
| 2 | FBCG | FIDELITY COVINGTON TRUST | $22.4M | 16.14% | 360,816 | 增持 |
| 3 | IVV | ISHARES TR | $14.0M | 10.11% | 18,740 | 减持 |
| 4 | FENI | FIDELITY COVINGTON TRUST | $7.7M | 5.58% | 193,100 | 增持 |
| 5 | FDVV | FIDELITY COVINGTON TRUST | $7.6M | 5.46% | 125,837 | 增持 |
| 6 | IEFA | ISHARES TR | $7.3M | 5.27% | 75,719 | 减持 |
| 7 | FDHY | FIDELITY COVINGTON TRUST | $5.6M | 4.04% | 114,531 | 增持 |
| 8 | IWD | ISHARES TR | $3.4M | 2.47% | 14,160 | 减持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $3.1M | 2.26% | 92,584 | 增持 |
| 10 | IGSB | ISHARES TR | $2.9M | 2.12% | 56,061 | 减持 |
| 11 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.9M | 2.12% | 52,079 | 减持 |
| 12 | FMDE | FIDELITY COVINGTON TRUST | $2.9M | 2.07% | 70,861 | 增持 |
| 13 | VYMI | VANGUARD WHITEHALL FDS | $2.8M | 2.03% | 28,687 | 增持 |
| 14 | IFRA | ISHARES TR | $2.5M | 1.78% | 39,289 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $2.4M | 1.76% | 12,207 | 减持 |
| 16 | SCHD | SCHWAB STRATEGIC TR | $2.2M | 1.55% | 68,043 | 增持 |
| 17 | IWR | ISHARES TR | $2.1M | 1.52% | 19,094 | 减持 |
| 18 | VOO | VANGUARD INDEX FDS | $2.0M | 1.46% | 2,950 | 增持 |
| 19 | AAPL | APPLE INC | $1.9M | 1.34% | 6,447 | 减持 |
| 20 | IWM | ISHARES TR | $1.5M | 1.10% | 5,078 | 减持 |
| 21 | FSMD | FIDELITY COVINGTON TRUST | $1.3M | 0.94% | 24,674 | 增持 |
| 22 | VYM | VANGUARD WHITEHALL FDS | $1.3M | 0.92% | 8,078 | 增持 |
| 23 | FDEM | FIDELITY COVINGTON TRUST | $1.1M | 0.76% | 29,235 | 增持 |
| 24 | IEMG | ISHARES INC | $965,765 | 0.70% | 11,658 | 减持 |
| 25 | AMZN | AMAZON COM INC | $941,817 | 0.68% | 3,952 | 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