Broussard Financial Group LLC 13F 持仓 · 2026年Q2
Broussard Financial Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 35 只证券,申报市值合计 1.25 亿美元。前几大持仓:USFR(14.30%)、UAUG(13.54%)、IOCT(11.31%)。本季前 25 大持仓中:新建仓 4 只、增持 6 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $17.9M | 14.30% | 354,696 | 减持 |
| 2 | UAUG | INNOVATOR ETFS TRUST | $16.9M | 13.54% | 401,796 | 减持 |
| 3 | IOCT | INNOVATOR ETFS TRUST | $14.1M | 11.31% | 381,703 | 减持 |
| 4 | IAU | ISHARES GOLD TR | $10.8M | 8.66% | 143,120 | 减持 |
| 5 | EOCT | INNOVATOR ETFS TRUST | $9.7M | 7.76% | 283,551 | 减持 |
| 6 | AGGY | WISDOMTREE TR | $7.8M | 6.26% | 179,767 | 减持 |
| 7 | TUA | SIMPLIFY EXCHANGE TRADED FUN | $7.1M | 5.72% | 349,430 | 减持 |
| 8 | SPYV | SPDR SERIES TRUST | $6.0M | 4.77% | 98,004 | 减持 |
| 9 | FXY | INVESCO CURRENCYSHARES | $5.2M | 4.16% | 92,075 | 减持 |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | $4.1M | 3.30% | 26,713 | 增持 |
| 11 | XLU | SELECT SECTOR SPDR TR | $3.7M | 2.98% | 82,193 | 减持 |
| 12 | HDV | ISHARES TR | $2.6M | 2.08% | 94,829 | 增持 |
| 13 | SLV | ISHARES SILVER TR | $2.5M | 2.02% | 47,059 | 减持 |
| 14 | IBIT | ISHARES BITCOIN TRUST ETF | $2.2M | 1.73% | 64,970 | 减持 |
| 15 | BIL | SPDR SERIES TRUST | $2.1M | 1.70% | 23,193 | 增持 |
| 16 | IVV | ISHARES TR | $2.1M | 1.66% | 2,760 | 减持 |
| 17 | TFLO | ISHARES TR | $1.8M | 1.48% | 36,517 | 新建仓 |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $1.3M | 1.03% | 22,160 | 增持 |
| 19 | SCHR | SCHWAB STRATEGIC TR | $1.0M | 0.81% | 41,020 | 新建仓 |
| 20 | SPLV | INVESCO EXCH TRADED FD TR II | $691,776 | 0.55% | 9,236 | 增持 |
| 21 | VTEB | VANGUARD MUN BD FDS | $546,315 | 0.44% | 10,801 | 减持 |
| 22 | GDX | VANECK ETF TRUST | $518,191 | 0.42% | 6,868 | 增持 |
| 23 | AGG | ISHARES TR | $482,923 | 0.39% | 4,879 | 新建仓 |
| 24 | ESGU | ISHARES TR | $426,197 | 0.34% | 2,604 | 减持 |
| 25 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $380,833 | 0.31% | 7,460 | 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