Boyer Financial Services, Inc. 13F 持仓 · 2026年Q2

Boyer Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 1.18 亿美元。前几大持仓：CGDG（10.13%）、CGBL（9.41%）、CGDV（9.27%）。本季前 25 大持仓中：新建仓 4 只、增持 16 只、减持 5 只。

排名	代码	公司	市值	占组合	股数	变动
1	CGDG	CAPITAL GROUP DIVIDEND GROWE	$12.0M	10.13%	316,839	增持
2	CGBL	CAPITAL GROUP CORE BALANCED	$11.1M	9.41%	295,203	增持
3	CGDV	CAPITAL GROUP DIVIDEND VALUE	$11.0M	9.27%	224,193	减持
4	CGGR	CAPITAL GROUP GROWTH ETF	$10.7M	9.01%	229,402	增持
5	CGGO	CAPITAL GROUP GBL GROWTH EQT	$7.5M	6.30%	183,101	增持
6	CGCP	CAPITAL GRP FIXED INCM ETF T	$5.8M	4.87%	258,527	增持
7	CGCB	CAPITAL GRP FIXED INCM ETF T	$5.0M	4.23%	191,521	减持
8	SDVY	FIRST TR EXCHANGE TRADED FD	$4.6M	3.92%	107,638	增持
9	CGUS	CAPITAL GROUP CORE EQUITY ET	$4.5M	3.81%	102,276	增持
10	JBND	J P MORGAN EXCHANGE TRADED F	$3.6M	3.00%	66,647	增持
11	CGMM	CAPITAL GROUP EQUITY ETF TR	$3.2M	2.71%	98,023	增持
12	CGMS	CAPITAL GRP FIXED INCM ETF T	$2.9M	2.47%	106,902	减持
13	CGGE	CAPITAL GROUP GLOBAL EQUITY	$2.9M	2.41%	81,652	增持
14	SCHD	SCHWAB STRATEGIC TR	$2.7M	2.25%	82,356	增持
15	TBG	EA SERIES TRUST	$2.7M	2.24%	71,135	增持
16	CGNG	CAPITAL GROUP NEW GEOGRAPHY	$2.5M	2.09%	68,401	增持
17	IWF	ISHARES TR	$2.4M	1.99%	19,488	新建仓
18	WCMI	FIRST TR EXCHANGE-TRADED FD	$2.3M	1.96%	119,840	增持
19	ACYN	FIRST TR EXCHANGE-TRADED FD	$2.3M	1.91%	110,015	新建仓
20	JIVE	J P MORGAN EXCHANGE TRADED F	$2.1M	1.73%	22,235	新建仓
21	RDVY	FIRST TR EXCHANGE TRADED FD	$1.8M	1.52%	22,398	减持
22	QTUM	ETF SER SOLUTIONS	$1.0M	0.88%	6,715	增持
23	JIRE	J P MORGAN EXCHANGE TRADED F	$904,398	0.76%	10,924	减持
24	AAPL	APPLE INC	$820,339	0.69%	2,658	增持
25	IWD	ISHARES TR	$818,175	0.69%	3,315	新建仓

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