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Brindle & Bay Financial Advisors, LLC 13F 持仓 · 2026年Q2

Brindle & Bay Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 86 只证券,申报市值合计 2.00 亿美元。前几大持仓:QQQ(11.57%)、VEA(10.32%)、VB(5.88%)。本季前 25 大持仓中:新建仓 1 只、增持 17 只、减持 7 只。

排名代码公司市值占组合股数变动
1QQQINVESCO QQQ TR$23.1M11.57%31,422增持
2VEAVANGUARD TAX-MANAGED FDS$20.6M10.32%289,637增持
3VBVANGUARD INDEX FDS$11.8M5.88%38,780增持
4VWOVANGUARD INTL EQUITY INDEX F$11.7M5.83%195,316减持
5VOOVANGUARD INDEX FDS$9.1M4.57%13,300增持
6VCITVANGUARD SCOTTSDALE FDS$7.9M3.96%95,867增持
7JNKSPDR SERIES TRUST$7.0M3.50%72,623增持
8VBKVANGUARD INDEX FDS$6.7M3.37%18,424增持
9BNDVANGUARD BD INDEX FDS$6.6M3.32%90,296减持
10CWBSPDR SERIES TRUST$5.6M2.81%52,032减持
11VTVVANGUARD INDEX FDS$5.1M2.57%23,536增持
12VBRVANGUARD INDEX FDS$4.9M2.47%20,315减持
13VUGVANGUARD INDEX FDS$4.8M2.42%56,061增持
14PFFISHARES TR$4.5M2.23%146,044增持
15VOEVANGUARD INDEX FDS$4.2M2.12%21,439减持
16VNQVANGUARD INDEX FDS$4.0M2.00%41,420增持
17VIGVANGUARD SPECIALIZED FUNDS$3.6M1.78%15,005增持
18VMBSVANGUARD SCOTTSDALE FDS$3.0M1.52%64,940增持
19RSPINVESCO EXCHANGE TRADED FD T$2.6M1.30%12,261增持
20VGITVANGUARD SCOTTSDALE FDS$2.0M1.02%34,485增持
21BIVVANGUARD BD INDEX FDS$2.0M0.99%25,689减持
22VGLTVANGUARD SCOTTSDALE FDS$1.9M0.95%34,517减持
23HYDVANECK ETF TRUST$1.8M0.91%35,191增持
24VCSHVANGUARD SCOTTSDALE FDS$1.8M0.89%22,511新建仓
25VOVANGUARD INDEX FDS$1.8M0.89%22,158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