Carr Financial Group Corp 13F 持仓 · 2026年Q2
Carr Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 182 只证券，申报市值合计 4.34 亿美元。前几大持仓：BND（7.28%）、VIG（6.96%）、EMXC（6.79%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD TOTAL BOND MARKET ETF | $31.6M | 7.28% | 430,838 | 减持 |
| 2 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $30.2M | 6.96% | 127,747 | 增持 |
| 3 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $29.5M | 6.79% | 288,311 | 减持 |
| 4 | IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $28.4M | 6.54% | 573,316 | 增持 |
| 5 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $17.8M | 4.10% | 263,768 | 增持 |
| 6 | VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $17.5M | 4.02% | 47,161 | 减持 |
| 7 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $16.0M | 3.68% | 376,508 | 增持 |
| 8 | GARP | ISHARES MSCI USA QUALITY GARP ETF | $15.3M | 3.52% | 184,986 | 减持 |
| 9 | QQQ | INVESCO QQQ TRUST SERIES I | $14.9M | 3.42% | 20,186 | 增持 |
| 10 | IJH | ISHARES CORE S&P MID-CAP ETF | $10.7M | 2.46% | 138,505 | 增持 |
| 11 | JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $8.7M | 2.01% | 142,112 | 减持 |
| 12 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $8.1M | 1.87% | 65,180 | 增持 |
| 13 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $7.7M | 1.77% | 101,447 | 增持 |
| 14 | GLD | SPDR GOLD SHARES | $7.6M | 1.76% | 20,737 | 减持 |
| 15 | VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $7.4M | 1.70% | 24,369 | 增持 |
| 16 | BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $6.6M | 1.51% | 66,140 | 增持 |
| 17 | AMAT | APPLIED MATLS INC COM | $5.4M | 1.25% | 7,504 | 减持 |
| 18 | AAPL | APPLE INC COM | $4.9M | 1.12% | 16,853 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION COM | $4.7M | 1.08% | 23,352 | 减持 |
| 20 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $4.4M | 1.01% | 148,407 | 减持 |
| 21 | LLY | ELI LILLY & CO COM | $4.3M | 1.00% | 3,621 | 减持 |
| 22 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $4.1M | 0.95% | 50,200 | 增持 |
| 23 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3.9M | 0.89% | 54,192 | 减持 |
| 24 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $3.8M | 0.87% | 22,944 | 增持 |
| 25 | AMZN | AMAZON COM INC COM | $3.7M | 0.85% | 15,418 | 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