Downshift Financial, LLC 13F 持仓 · 2026年Q2
Downshift Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 660 只证券，申报市值合计 2.23 亿美元。前几大持仓：SCHB（11.82%）、SCHF（10.01%）、VTI（8.48%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $26.3M | 11.82% | 908,685 | 增持 |
| 2 | SCHF | SCHWAB STRATEGIC TR | $22.3M | 10.01% | 804,823 | 增持 |
| 3 | VTI | VANGUARD INDEX FDS | $18.9M | 8.48% | 51,044 | 增持 |
| 4 | SCHR | SCHWAB STRATEGIC TR | $17.9M | 8.04% | 726,438 | 增持 |
| 5 | SCHX | SCHWAB STRATEGIC TR | $16.3M | 7.34% | 555,541 | 减持 |
| 6 | VV | VANGUARD INDEX FDS | $10.8M | 4.84% | 31,347 | 增持 |
| 7 | VXUS | VANGUARD STAR FDS | $9.5M | 4.25% | 110,746 | 增持 |
| 8 | SCHM | SCHWAB STRATEGIC TR | $5.9M | 2.65% | 159,804 | 减持 |
| 9 | SPYM | SPDR SERIES TRUST | $5.8M | 2.58% | 65,506 | 增持 |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $5.4M | 2.42% | 91,481 | 减持 |
| 11 | IXUS | ISHARES TR | $4.9M | 2.20% | 51,274 | 增持 |
| 12 | SPTI | SPDR SERIES TRUST | $4.5M | 2.02% | 158,490 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $4.2M | 1.90% | 21,175 | 增持 |
| 14 | SPDW | SPDR INDEX SHS FDS | $4.1M | 1.82% | 80,647 | 增持 |
| 15 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 1.62% | 106,320 | 减持 |
| 16 | VO | VANGUARD INDEX FDS | $3.5M | 1.59% | 43,857 | 增持 |
| 17 | SCHA | SCHWAB STRATEGIC TR | $3.5M | 1.56% | 96,403 | 减持 |
| 18 | VOO | VANGUARD INDEX FDS | $3.4M | 1.52% | 4,924 | 减持 |
| 19 | IVV | ISHARES TR | $2.5M | 1.12% | 3,343 | 增持 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $2.5M | 1.11% | 34,709 | 减持 |
| 21 | AAUA | EA SERIES TRUST | $2.0M | 0.90% | 35,307 | 新建仓 |
| 22 | SPMD | SPDR SERIES TRUST | $2.0M | 0.88% | 28,928 | 增持 |
| 23 | VB | VANGUARD INDEX FDS | $1.9M | 0.84% | 6,187 | 减持 |
| 24 | VT | VANGUARD INTL EQUITY INDEX F | $1.8M | 0.81% | 11,468 | 新建仓 |
| 25 | VTV | VANGUARD INDEX FDS | $1.3M | 0.59% | 6,053 | 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