Colton Groome Financial Advisors, LLC 13F 持仓 · 2026年Q3
Colton Groome Financial Advisors 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 162 只证券，申报市值合计 4.27 亿美元。前几大持仓：IVV（18.25%）、EFA（8.05%）、AGG（6.22%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $77.9M | 18.25% | 101,747 | 增持 |
| 2 | EFA | ISHARES TR | $34.4M | 8.05% | 330,827 | 增持 |
| 3 | AGG | ISHARES TR | $26.6M | 6.22% | 280,863 | 增持 |
| 4 | EEM | ISHARES TR | $22.6M | 5.28% | 337,725 | 增持 |
| 5 | IGIB | ISHARES TR | $14.1M | 3.31% | 280,456 | 增持 |
| 6 | IJH | ISHARES TR | $13.2M | 3.10% | 183,798 | 增持 |
| 7 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $12.7M | 2.97% | 309,570 | 减持 |
| 8 | AAPL | APPLE INC | $12.1M | 2.84% | 36,373 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $9.2M | 2.15% | 17,894 | 减持 |
| 10 | XLY | SELECT SECTOR SPDR TR | $8.4M | 1.96% | 76,830 | 增持 |
| 11 | QLTA | ISHARES TR | $7.5M | 1.77% | 167,672 | 增持 |
| 12 | XLK | SELECT SECTOR SPDR TR | $7.0M | 1.65% | 35,886 | 减持 |
| 13 | XLC | SELECT SECTOR SPDR TR | $6.6M | 1.54% | 59,419 | 增持 |
| 14 | AVGO | BROADCOM INC | $6.4M | 1.50% | 18,240 | 增持 |
| 15 | SPSM | SPDR SERIES TRUST | $5.8M | 1.35% | 108,955 | 增持 |
| 16 | KLAC | KLA CORP | $5.6M | 1.31% | 28,728 | 增持 |
| 17 | XLI | SELECT SECTOR SPDR TR | $5.3M | 1.24% | 31,653 | 增持 |
| 18 | SPYM | SPDR SERIES TRUST | $5.1M | 1.20% | 56,957 | 增持 |
| 19 | SPDW | SPDR INDEX SHS FDS | $5.0M | 1.18% | 100,103 | 减持 |
| 20 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.0M | 1.16% | 10,871 | 增持 |
| 21 | XLV | SELECT SECTOR SPDR TR | $4.4M | 1.02% | 25,878 | 增持 |
| 22 | SPYG | SPDR SERIES TRUST | $4.2M | 0.99% | 34,493 | 减持 |
| 23 | EWC | ISHARES INC | $4.2M | 0.98% | 71,565 | 增持 |
| 24 | IBTI | ISHARES TR | $4.1M | 0.97% | 189,213 | 增持 |
| 25 | GOOGL | ALPHABET INC | $4.1M | 0.96% | 11,871 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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