Black Diamond Financial, LLC 13F 持仓 · 2026年Q2
Black Diamond Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 198 只证券，申报市值合计 11.34 亿美元。前几大持仓：MGV（10.91%）、MGK（8.50%）、SCHV（5.40%）。本季前 25 大持仓中：增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MGV | VANGUARD WORLD FD | $123.8M | 10.91% | 757,229 | 增持 |
| 2 | MGK | VANGUARD WORLD FD | $96.4M | 8.50% | 1.1M | 增持 |
| 3 | SCHV | SCHWAB STRATEGIC TR | $61.2M | 5.40% | 1.8M | 增持 |
| 4 | SCHG | SCHWAB STRATEGIC TR | $60.3M | 5.31% | 1.8M | 增持 |
| 5 | AGG | ISHARES TR | $47.0M | 4.14% | 474,608 | 增持 |
| 6 | SPTI | SPDR SERIES TRUST | $44.5M | 3.93% | 1.6M | 增持 |
| 7 | MGC | VANGUARD WORLD FD | $41.0M | 3.62% | 149,997 | 增持 |
| 8 | VUG | VANGUARD INDEX FDS | $34.6M | 3.05% | 401,654 | 增持 |
| 9 | SCHF | SCHWAB STRATEGIC TR | $32.8M | 2.89% | 1.2M | 增持 |
| 10 | VOT | VANGUARD INDEX FDS | $27.7M | 2.44% | 90,277 | 增持 |
| 11 | LIND | LINDBLAD EXPEDITIONS HLDGS I | $27.1M | 2.39% | 959,964 | 减持 |
| 12 | FREL | FIDELITY COVINGTON TRUST | $26.3M | 2.32% | 897,336 | 增持 |
| 13 | IGIB | ISHARES TR | $23.5M | 2.07% | 441,318 | 增持 |
| 14 | SCHX | SCHWAB STRATEGIC TR | $23.1M | 2.03% | 783,753 | 减持 |
| 15 | IMCV | ISHARES TR | $22.4M | 1.98% | 245,612 | 增持 |
| 16 | VTI | VANGUARD INDEX FDS | $20.3M | 1.79% | 54,965 | 增持 |
| 17 | SCHO | SCHWAB STRATEGIC TR | $19.8M | 1.75% | 821,997 | 增持 |
| 18 | VTV | VANGUARD INDEX FDS | $19.6M | 1.73% | 90,032 | 减持 |
| 19 | IGSB | ISHARES TR | $19.3M | 1.70% | 368,663 | 增持 |
| 20 | MUB | ISHARES TR | $19.1M | 1.69% | 177,822 | 增持 |
| 21 | VBR | VANGUARD INDEX FDS | $19.0M | 1.67% | 78,049 | 增持 |
| 22 | IEMG | ISHARES INC | $15.3M | 1.35% | 184,395 | 增持 |
| 23 | VO | VANGUARD INDEX FDS | $15.0M | 1.32% | 186,080 | 增持 |
| 24 | VV | VANGUARD INDEX FDS | $13.4M | 1.18% | 39,003 | 增持 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $13.2M | 1.17% | 185,940 | 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