Certior Financial Group, LLC 13F 持仓 · 2026年Q2
Certior Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 1.83 亿美元。前几大持仓：SCHG（7.42%）、SCHD（6.33%）、TCAF（5.76%）。本季前 25 大持仓中：新建仓 3 只、增持 20 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $13.5M | 7.42% | 400,233 | 增持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $11.6M | 6.33% | 364,332 | 增持 |
| 3 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $10.5M | 5.76% | 255,998 | 增持 |
| 4 | BIL | SPDR SERIES TRUST | $10.5M | 5.75% | 114,558 | 减持 |
| 5 | SCHA | SCHWAB STRATEGIC TR | $6.5M | 3.58% | 181,064 | 增持 |
| 6 | VGT | VANGUARD WORLD FD | $5.6M | 3.07% | 46,851 | 增持 |
| 7 | VTEB | VANGUARD MUN BD FDS | $5.3M | 2.88% | 103,998 | 增持 |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.3M | 2.36% | 87,414 | 增持 |
| 9 | IVV | ISHARES TR | $4.1M | 2.25% | 5,477 | 增持 |
| 10 | SPYM | SPDR SERIES TRUST | $3.7M | 2.04% | 42,418 | 新建仓 |
| 11 | AAPL | APPLE INC | $3.5M | 1.92% | 12,119 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $3.3M | 1.81% | 8,856 | 增持 |
| 13 | HYD | VANECK ETF TRUST | $3.1M | 1.71% | 60,534 | 增持 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | $3.0M | 1.67% | 42,724 | 增持 |
| 15 | FLJP | FRANKLIN TEMPLETON ETF TR | $3.0M | 1.63% | 74,643 | 新建仓 |
| 16 | HGER | HARBOR ETF TRUST | $2.9M | 1.62% | 100,511 | 增持 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $3.0M | 1.62% | 49,464 | 增持 |
| 18 | IEF | ISHARES TR | $2.9M | 1.58% | 30,539 | 增持 |
| 19 | MUNI | PIMCO ETF TR | $2.7M | 1.50% | 51,965 | 增持 |
| 20 | SUB | ISHARES TR | $2.7M | 1.48% | 25,395 | 增持 |
| 21 | BSV | VANGUARD BD INDEX FDS | $2.4M | 1.29% | 30,185 | 增持 |
| 22 | GLDM | WORLD GOLD TR | $2.0M | 1.11% | 25,401 | 新建仓 |
| 23 | VT | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.06% | 12,335 | 增持 |
| 24 | VXUS | VANGUARD STAR FDS | $1.9M | 1.05% | 22,501 | 增持 |
| 25 | QLTY | GMO ETF TRUST | $1.9M | 1.03% | 45,368 | 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