Braun-Bostich & Associates Inc. 13F 持仓 · 2026年Q2
Braun-Bostich & Associates 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 135 只证券,申报市值合计 1.79 亿美元。前几大持仓:VOO(7.93%)、TLT(5.64%)、DYNF(4.35%)。本季前 25 大持仓中:新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $14.2M | 7.93% | 20,684 | 增持 |
| 2 | TLT | ISHARES TR | $10.1M | 5.64% | 116,937 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $7.8M | 4.35% | 114,658 | 减持 |
| 4 | SPYG | SPDR SERIES TRUST | $7.1M | 3.98% | 59,933 | 减持 |
| 5 | CORO | BLACKROCK ETF TRUST | $7.1M | 3.96% | 193,847 | 减持 |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | $6.5M | 3.62% | 134,018 | 增持 |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.4M | 3.04% | 67,095 | 增持 |
| 8 | SPYV | SPDR SERIES TRUST | $5.3M | 2.96% | 87,227 | 减持 |
| 9 | IALT | BLACKROCK ETF TRUST | $5.2M | 2.93% | 186,920 | 新建仓 |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $5.1M | 2.87% | 87,050 | 增持 |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $4.8M | 2.67% | 57,762 | 增持 |
| 12 | LMBS | FIRST TR EXCHANGE-TRADED FD | $4.3M | 2.41% | 86,705 | 增持 |
| 13 | BAI | BLACKROCK ETF TRUST | $3.9M | 2.16% | 73,453 | 减持 |
| 14 | IEMG | ISHARES INC | $3.5M | 1.95% | 42,248 | 减持 |
| 15 | MTUM | ISHARES TR | $3.2M | 1.78% | 9,284 | 减持 |
| 16 | THRO | BLACKROCK ETF TRUST | $2.7M | 1.53% | 63,603 | 减持 |
| 17 | MBB | ISHARES TR | $2.5M | 1.39% | 26,356 | 增持 |
| 18 | NVR | NVR INC | $2.4M | 1.33% | 350 | 减持 |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $2.3M | 1.31% | 29,642 | 增持 |
| 20 | SHLD | GLOBAL X FDS | $2.3M | 1.26% | 37,760 | 增持 |
| 21 | TLH | ISHARES TR | $2.3M | 1.26% | 22,488 | 增持 |
| 22 | AAPL | APPLE INC | $2.1M | 1.19% | 7,377 | 增持 |
| 23 | QUAL | ISHARES TR | $2.1M | 1.19% | 9,694 | 减持 |
| 24 | SCHC | SCHWAB STRATEGIC TR | $2.0M | 1.10% | 41,087 | 减持 |
| 25 | BLCR | BLACKROCK ETF TRUST | $2.0M | 1.09% | 38,853 | 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