Blom & Howell Financial Planning, Inc. 13F 持仓 · 2026年Q2

Blom & Howell Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 1.20 亿美元。前几大持仓：SCHG（9.90%）、JPST（8.43%）、VUSB（8.29%）。本季前 25 大持仓中：增持 15 只、减持 10 只。

排名	代码	公司	市值	占组合	股数	变动
1	SCHG	SCHWAB STRATEGIC TR	$11.9M	9.90%	351,261	增持
2	JPST	J P MORGAN EXCHANGE TRADED F	$10.1M	8.43%	200,054	增持
3	VUSB	VANGUARD BD INDEX FDS	$10.0M	8.29%	199,993	减持
4	CGDV	CAPITAL GROUP DIVIDEND VALUE	$8.8M	7.29%	177,695	增持
5	CGGO	CAPITAL GROUP GBL GROWTH EQT	$8.6M	7.12%	202,039	增持
6	VIG	VANGUARD SPECIALIZED FUNDS	$8.4M	7.00%	35,500	增持
7	RDVY	FIRST TR EXCHANGE TRADED FD	$7.5M	6.26%	92,702	增持
8	BIV	VANGUARD BD INDEX FDS	$4.9M	4.09%	63,985	增持
9	VTV	VANGUARD INDEX FDS	$4.0M	3.37%	18,565	减持
10	TBUX	T ROWE PRICE EXCHANGE-TRADED	$3.3M	2.77%	66,733	减持
11	VUG	VANGUARD INDEX FDS	$3.2M	2.64%	36,781	增持
12	CGMS	CAPITAL GRP FIXED INCM ETF T	$2.7M	2.26%	99,386	增持
13	SPMO	INVESCO EXCH TRADED FD TR II	$2.6M	2.18%	16,217	增持
14	AMD	ADVANCED MICRO DEVICES INC	$2.4M	2.02%	4,172	减持
15	VEA	VANGUARD TAX-MANAGED FDS	$2.4M	1.98%	33,442	减持
16	VFMO	VANGUARD WELLINGTON FD	$1.9M	1.56%	7,518	增持
17	VGIT	VANGUARD SCOTTSDALE FDS	$1.8M	1.53%	31,081	减持
18	SDVY	FIRST TR EXCHANGE TRADED FD	$1.5M	1.24%	34,416	增持
19	CGDG	CAPITAL GROUP DIVIDEND GROWE	$1.5M	1.22%	38,956	增持
20	COST	COSTCO WHOLESALE CORPORATION	$1.3M	1.08%	1,389	减持
21	JNJ	JOHNSON & JOHNSON	$1.3M	1.04%	4,931	减持
22	PHYL	PGIM ETF TR	$1.1M	0.94%	32,214	增持
23	VB	VANGUARD INDEX FDS	$1.1M	0.88%	3,483	减持
24	AAPL	APPLE INC	$836,415	0.70%	2,891	增持
25	AVGO	BROADCOM INC	$819,353	0.68%	2,169	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