Dean, Jacobson Financial Services, LLC 13F 持仓 · 2026年Q2
Dean, Jacobson Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 1.82 亿美元。前几大持仓：SPY（33.75%）、SLYV（17.32%）、IEFA（16.97%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $61.3M | 33.75% | 82,128 | 减持 |
| 2 | SLYV | SPDR SERIES TRUST | $31.5M | 17.32% | 288,425 | 减持 |
| 3 | IEFA | ISHARES TR | $30.8M | 16.97% | 319,298 | 减持 |
| 4 | XLRE | SELECT SECTOR SPDR TR | $23.2M | 12.79% | 527,828 | 增持 |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.0M | 6.03% | 222,469 | 减持 |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $10.9M | 5.99% | 230,594 | 减持 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $4.5M | 2.46% | 88,571 | 增持 |
| 8 | BIL | SPDR SERIES TRUST | $4.4M | 2.43% | 48,252 | 增持 |
| 9 | SGOV | ISHARES TR | $645,797 | 0.36% | 6,415 | 增持 |
| 10 | AAPL | APPLE INC | $541,393 | 0.30% | 1,871 | 持平 |
| 11 | XOM | EXXON MOBIL CORP | $397,581 | 0.22% | 2,908 | 持平 |
| 12 | BILZ | PIMCO ETF TR | $389,994 | 0.21% | 3,864 | 新建仓 |
| 13 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $311,971 | 0.17% | 7,590 | 增持 |
| 14 | RECS | COLUMBIA ETF TR I | $284,046 | 0.16% | 6,563 | 持平 |
| 15 | AVGO | BROADCOM INC | $255,737 | 0.14% | 677 | 持平 |
| 16 | TMSL | T ROWE PRICE EXCHANGE-TRADED | $253,225 | 0.14% | 5,775 | 减持 |
| 17 | AEM | AGNICO EAGLE MINES LTD | $239,521 | 0.13% | 1,544 | 持平 |
| 18 | WMT | WALMART INC | $242,263 | 0.13% | 2,139 | 持平 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $209,664 | 0.12% | 419 | 持平 |
| 20 | VOO | VANGUARD INDEX FDS | $225,960 | 0.12% | 329 | 减持 |
| 21 | FSCO | FS CREDIT OPPORTUNITIES CORP | $79,419 | 0.04% | 15,916 | 减持 |
| 22 | SMRT | SMARTRENT INC | $20,701 | 0.01% | 17,396 | 持平 |
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