BridgePort Financial Solutions, LLC 13F 持仓 · 2026年Q2
BridgePort Financial Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 240 只证券，申报市值合计 3.93 亿美元。前几大持仓：IVV（9.12%）、PVAL（4.39%）、VOO（3.36%）。本季前 25 大持仓中：新建仓 3 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.8M | 9.12% | 47,849 | 增持 |
| 2 | PVAL | PUTNAM ETF TRUST | $17.2M | 4.39% | 338,432 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $13.2M | 3.36% | 19,242 | 减持 |
| 4 | AAPL | APPLE INC | $12.8M | 3.26% | 44,294 | 减持 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.4M | 2.90% | 243,056 | 减持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $9.8M | 2.51% | 144,736 | 减持 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $8.3M | 2.12% | 66,873 | 新建仓 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.3M | 2.12% | 16,679 | 减持 |
| 9 | USMV | ISHARES TR | $7.9M | 2.02% | 82,314 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $7.2M | 1.82% | 35,782 | 增持 |
| 11 | GOOGL | ALPHABET INC | $6.5M | 1.67% | 18,323 | 增持 |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $6.4M | 1.64% | 141,341 | 新建仓 |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $6.5M | 1.64% | 30,333 | 新建仓 |
| 14 | JQUA | J P MORGAN EXCHANGE TRADED F | $6.4M | 1.62% | 87,946 | 增持 |
| 15 | SHYG | ISHARES TR | $6.2M | 1.58% | 146,455 | 增持 |
| 16 | VB | VANGUARD INDEX FDS | $6.1M | 1.56% | 20,257 | 增持 |
| 17 | GOOG | ALPHABET INC | $5.9M | 1.50% | 16,669 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $5.5M | 1.41% | 14,812 | 增持 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $5.4M | 1.38% | 75,967 | 增持 |
| 20 | VUG | VANGUARD INDEX FDS | $5.3M | 1.36% | 61,807 | 增持 |
| 21 | IEMG | ISHARES INC | $5.1M | 1.31% | 61,961 | 减持 |
| 22 | EFG | ISHARES TR | $5.1M | 1.29% | 40,851 | 增持 |
| 23 | SCHG | SCHWAB STRATEGIC TR | $5.1M | 1.29% | 149,572 | 减持 |
| 24 | VXUS | VANGUARD STAR FDS | $4.4M | 1.12% | 51,253 | 减持 |
| 25 | AMZN | AMAZON COM INC | $4.3M | 1.09% | 17,887 | 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