CFS Investment Advisory Services, LLC 13F 持仓 · 2026年Q2
CFS Investment Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 357 只证券，申报市值合计 15.00 亿美元。前几大持仓：SPYM（8.71%）、PTLC（7.88%）、VUG（3.72%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $130.6M | 8.71% | 1.5M | 增持 |
| 2 | PTLC | PACER FDS TR | $118.1M | 7.88% | 2.0M | 减持 |
| 3 | VUG | VANGUARD INDEX FDS | $55.8M | 3.72% | 652,189 | 增持 |
| 4 | IWD | ISHARES TR | $41.0M | 2.73% | 166,111 | 减持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $35.8M | 2.39% | 533,175 | 减持 |
| 6 | IVV | ISHARES TR | $31.5M | 2.10% | 42,125 | 减持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $29.3M | 1.96% | 414,301 | 增持 |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $28.6M | 1.91% | 646,249 | 减持 |
| 9 | IJH | ISHARES TR | $27.6M | 1.84% | 362,191 | 增持 |
| 10 | CORO | BLACKROCK ETF TRUST | $23.1M | 1.54% | 644,329 | 增持 |
| 11 | DFCF | DIMENSIONAL ETF TRUST | $23.0M | 1.53% | 544,478 | 增持 |
| 12 | IUSB | ISHARES TR | $22.1M | 1.47% | 480,540 | 增持 |
| 13 | IVW | ISHARES TR | $22.1M | 1.47% | 163,210 | 减持 |
| 14 | SGOV | ISHARES TR | $21.7M | 1.45% | 216,009 | 增持 |
| 15 | AAPL | APPLE INC | $20.3M | 1.36% | 65,892 | 减持 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $19.8M | 1.32% | 360,811 | 减持 |
| 17 | GOVT | ISHARES TR | $18.6M | 1.24% | 819,652 | 增持 |
| 18 | MBB | ISHARES TR | $17.4M | 1.16% | 185,207 | 减持 |
| 19 | DFAE | DIMENSIONAL ETF TRUST | $16.8M | 1.12% | 432,486 | 减持 |
| 20 | BAI | BLACKROCK ETF TRUST | $16.6M | 1.11% | 353,805 | 减持 |
| 21 | BRTR | BLACKROCK ETF TRUST II | $16.3M | 1.09% | 325,235 | 增持 |
| 22 | VGIT | VANGUARD SCOTTSDALE FDS | $15.1M | 1.01% | 257,190 | 增持 |
| 23 | IALT | BLACKROCK ETF TRUST | $14.5M | 0.97% | 515,750 | 新建仓 |
| 24 | ACWX | ISHARES TR | $13.6M | 0.91% | 181,150 | 增持 |
| 25 | BND | VANGUARD BD INDEX FDS | $13.7M | 0.91% | 186,946 | 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