Certified Advisory Corp 13F 持仓 · 2026年Q2
Certified Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 327 只证券，申报市值合计 12.40 亿美元。前几大持仓：VUG（4.03%）、QQQ（3.62%）、VCSH（2.63%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $50.0M | 4.03% | 580,439 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $45.0M | 3.62% | 61,040 | 减持 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $32.6M | 2.63% | 411,962 | 增持 |
| 4 | FNDX | SCHWAB STRATEGIC TR | $30.5M | 2.46% | 979,820 | 增持 |
| 5 | COWZ | PACER FDS TR | $27.9M | 2.25% | 447,890 | 减持 |
| 6 | VTV | VANGUARD INDEX FDS | $26.4M | 2.13% | 121,337 | 增持 |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | $23.9M | 1.92% | 517,962 | 增持 |
| 8 | ICVT | ISHARES TR | $23.4M | 1.89% | 192,216 | 增持 |
| 9 | IVV | ISHARES TR | $23.5M | 1.89% | 31,376 | 减持 |
| 10 | AVUV | AMERICAN CENTY ETF TR | $22.7M | 1.83% | 181,759 | 增持 |
| 11 | SCHF | SCHWAB STRATEGIC TR | $21.3M | 1.72% | 770,700 | 增持 |
| 12 | AAPL | APPLE INC | $21.1M | 1.70% | 72,814 | 减持 |
| 13 | VOO | VANGUARD INDEX FDS | $20.7M | 1.67% | 30,176 | 增持 |
| 14 | VYM | VANGUARD WHITEHALL FDS | $19.4M | 1.56% | 122,682 | 增持 |
| 15 | IWY | ISHARES TR | $19.1M | 1.54% | 65,757 | 增持 |
| 16 | FNDF | SCHWAB STRATEGIC TR | $17.9M | 1.44% | 339,284 | 增持 |
| 17 | JPIB | J P MORGAN EXCHANGE TRADED F | $17.6M | 1.42% | 364,814 | 增持 |
| 18 | VGT | VANGUARD WORLD FD | $17.4M | 1.40% | 145,441 | 增持 |
| 19 | DFUS | DIMENSIONAL ETF TRUST | $17.2M | 1.38% | 209,395 | 增持 |
| 20 | IEFA | ISHARES TR | $17.0M | 1.37% | 176,394 | 增持 |
| 21 | AVLV | AMERICAN CENTY ETF TR | $16.1M | 1.30% | 176,900 | 增持 |
| 22 | BIV | VANGUARD BD INDEX FDS | $15.5M | 1.25% | 202,069 | 减持 |
| 23 | SPDW | SPDR INDEX SHS FDS | $14.4M | 1.16% | 285,325 | 减持 |
| 24 | IOO | ISHARES TR | $14.1M | 1.14% | 103,359 | 增持 |
| 25 | USTB | VICTORY PORTFOLIOS II | $13.7M | 1.10% | 269,658 | 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