Centerline Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Centerline Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 79 只证券，申报市值合计 3.19 亿美元。前几大持仓：DYNF（8.99%）、FBCG（8.02%）、JAVA（7.60%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | $28.7M | 8.99% | 421,743 | 减持 |
| 2 | FBCG | FIDELITY COVINGTON TRUST | $25.6M | 8.02% | 411,896 | 减持 |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | $24.2M | 7.60% | 305,286 | 增持 |
| 4 | EMOP | AB ACTIVE ETFS INC | $15.4M | 4.81% | 294,072 | 减持 |
| 5 | BAI | BLACKROCK ETF TRUST | $15.1M | 4.74% | 286,945 | 减持 |
| 6 | PWRD | TCW ETF TRUST | $14.0M | 4.40% | 114,143 | 减持 |
| 7 | BINC | BLACKROCK ETF TRUST II | $14.0M | 4.39% | 267,607 | 增持 |
| 8 | BRTR | BLACKROCK ETF TRUST II | $13.5M | 4.22% | 267,533 | 增持 |
| 9 | ABFL | ABACUS FCF ETF TR | $11.3M | 3.54% | 131,704 | 减持 |
| 10 | IWB | ISHARES TR | $11.3M | 3.53% | 27,477 | 新建仓 |
| 11 | EFV | ISHARES TR | $10.9M | 3.41% | 142,167 | 增持 |
| 12 | AAPL | APPLE INC | $10.0M | 3.14% | 34,607 | 减持 |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $9.1M | 2.86% | 200,540 | 减持 |
| 14 | FDVV | FIDELITY COVINGTON TRUST | $8.2M | 2.57% | 135,983 | 增持 |
| 15 | JIRE | J P MORGAN EXCHANGE TRADED F | $7.5M | 2.34% | 90,672 | 增持 |
| 16 | GOVT | ISHARES TR | $7.2M | 2.27% | 317,463 | 减持 |
| 17 | IEI | ISHARES TR | $6.6M | 2.06% | 56,062 | 增持 |
| 18 | IYW | ISHARES TR | $6.5M | 2.03% | 25,688 | 减持 |
| 19 | ITOT | ISHARES TR | $5.5M | 1.74% | 33,782 | 减持 |
| 20 | ABLD | ABACUS FCF ETF TR | $4.6M | 1.45% | 153,324 | 增持 |
| 21 | SCHV | SCHWAB STRATEGIC TR | $4.4M | 1.39% | 127,526 | 增持 |
| 22 | IYG | ISHARES TR | $4.2M | 1.31% | 46,093 | 减持 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $4.1M | 1.27% | 57,044 | 减持 |
| 24 | IYK | ISHARES TR | $3.3M | 1.03% | 45,380 | 减持 |
| 25 | TLH | ISHARES TR | $3.1M | 0.98% | 31,175 | 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