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DHK Financial Advisors, Inc. 13F 持仓 · 最近申报 2025年Q2

DHK Financial Advisors 在 2025年Q2(报告期截至 2025-06-30)的 SEC 13F 申报中报告了 87 只证券,申报市值合计 1.74 亿美元。前几大持仓:BRKB(19.96%)、BRK/A(10.48%)、VT(9.04%)。本季前 25 大持仓中:增持 13 只、减持 8 只。

排名代码公司市值占组合股数变动
1BRKBBERKSHIRE HATHAWAY INC DEL$34.7M19.96%71,435减持
2BRK/ABERKSHIRE HATHAWAY INC DEL$18.2M10.48%25持平
3VTVANGUARD INTL EQUITY INDEX F$15.7M9.04%122,314增持
4GLDSPDR GOLD TR$9.1M5.22%29,804增持
5SPYSPDR S&P 500 ETF TR$6.7M3.84%10,782减持
6FTSLFIRST TR EXCHANGE-TRADED FD$4.6M2.66%100,979增持
7VPUVANGUARD WORLD FD$3.9M2.27%22,366增持
8DGRWWISDOMTREE TR$3.5M2.01%42,738增持
9IWVISHARES TR$3.0M1.74%8,625减持
10VEUVANGUARD INTL EQUITY INDEX F$2.9M1.69%43,738增持
11IEFAISHARES TR$2.8M1.60%33,394减持
12SPSMSPDR SERIES TRUST$2.6M1.48%60,367增持
13MOATVANECK ETF TRUST$2.5M1.44%26,666持平
14SCHCSCHWAB STRATEGIC TR$2.4M1.37%56,123增持
15INCOCOLUMBIA ETF TR II$2.1M1.22%32,763持平
16SDVYFIRST TR EXCHANGE-TRADED FD$2.1M1.20%59,374增持
17CIBRFIRST TR EXCHANGE TRADED FD$1.8M1.04%24,001增持
18FLINFRANKLIN TEMPLETON ETF TR$1.8M1.04%45,513增持
19QQQINVESCO QQQ TR$1.7M1.00%3,164增持
20PARPAR TECHNOLOGY CORP$1.7M0.97%24,362持平
21FLOTISHARES TR$1.7M0.95%32,370增持
22VWOVANGUARD INTL EQUITY INDEX F$1.6M0.93%32,803减持
23VONGVANGUARD SCOTTSDALE FDS$1.6M0.91%14,550减持
24TSPAT ROWE PRICE ETF INC$1.5M0.88%39,299减持
25QUALISHARES TR$1.5M0.85%8,066减持

来源:SEC 13F 申报文件 · 截至 2025-06-30

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