Cannon Financial Strategists, Inc. 13F 持仓 · 2026年Q2
Cannon Financial Strategists 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 8.79 亿美元。前几大持仓：DFIC（15.28%）、SLYV（12.43%）、SPYG（12.38%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $134.3M | 15.28% | 3.6M | 增持 |
| 2 | SLYV | SPDR SERIES TRUST | $109.2M | 12.43% | 1.0M | 减持 |
| 3 | SPYG | SPDR SERIES TRUST | $108.8M | 12.38% | 914,234 | 增持 |
| 4 | AVLV | AMERICAN CENTY ETF TR | $103.1M | 11.74% | 1.1M | 增持 |
| 5 | BIV | VANGUARD BD INDEX FDS | $53.4M | 6.08% | 696,561 | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $34.1M | 3.88% | 395,858 | 增持 |
| 7 | SPIP | SPDR SERIES TRUST | $31.6M | 3.59% | 1.2M | 增持 |
| 8 | AVEM | AMERICAN CENTY ETF TR | $31.0M | 3.53% | 321,733 | 减持 |
| 9 | VTI | VANGUARD INDEX FDS | $26.5M | 3.01% | 71,573 | 增持 |
| 10 | AVDE | AMERICAN CENTY ETF TR | $24.1M | 2.74% | 269,845 | 增持 |
| 11 | EMB | ISHARES TR | $19.1M | 2.17% | 197,737 | 增持 |
| 12 | CGCB | CAPITAL GRP FIXED INCM ETF T | $17.6M | 2.00% | 671,881 | 减持 |
| 13 | VIOV | VANGUARD ADMIRAL FDS INC | $17.1M | 1.95% | 145,840 | 减持 |
| 14 | USRT | ISHARES TR | $14.1M | 1.61% | 212,247 | 增持 |
| 15 | ICSH | ISHARES TR | $9.4M | 1.07% | 186,598 | 减持 |
| 16 | SPTM | SPDR SERIES TRUST | $8.7M | 0.99% | 96,238 | 减持 |
| 17 | CGMU | CAPITAL GRP FIXED INCM ETF T | $8.4M | 0.96% | 305,784 | 增持 |
| 18 | VBR | VANGUARD INDEX FDS | $8.4M | 0.95% | 34,527 | 增持 |
| 19 | ISTB | ISHARES TR | $5.0M | 0.57% | 103,207 | 增持 |
| 20 | KO | COCA COLA CO | $4.5M | 0.51% | 55,185 | 持平 |
| 21 | DFAX | DIMENSIONAL ETF TRUST | $4.0M | 0.46% | 109,286 | 减持 |
| 22 | TMB | THORNBURG ETF TR | $3.9M | 0.44% | 153,054 | 新建仓 |
| 23 | VLUE | ISHARES TR | $3.8M | 0.43% | 18,831 | 增持 |
| 24 | CGSM | CAPITAL GRP FIXED INCM ETF T | $3.6M | 0.41% | 136,919 | 新建仓 |
| 25 | IVV | ISHARES TR | $3.2M | 0.37% | 4,339 | 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