Dynamic Financial Group 13F 持仓 · 2026年Q2
Dynamic Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 76 只证券，申报市值合计 1.32 亿美元。前几大持仓：SGOV（30.76%）、JAAA（16.31%）、DE（8.81%）。本季前 25 大持仓中：增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $40.7M | 30.76% | 404,566 | 减持 |
| 2 | JAAA | JANUS DETROIT STR TR | $21.6M | 16.31% | 427,670 | 增持 |
| 3 | DE | DEERE & CO | $11.7M | 8.81% | 18,389 | 增持 |
| 4 | IWF | ISHARES TR | $7.1M | 5.36% | 57,144 | 增持 |
| 5 | VZ | VERIZON COMMUNICATIONS INC | $3.6M | 2.70% | 84,299 | 减持 |
| 6 | IWD | ISHARES TR | $3.0M | 2.29% | 12,500 | 增持 |
| 7 | SLYG | SPDR SERIES TRUST | $2.7M | 2.03% | 22,526 | 增持 |
| 8 | IEFA | ISHARES TR | $2.6M | 1.97% | 27,067 | 增持 |
| 9 | BOXX | EA SERIES TRUST | $2.5M | 1.90% | 21,507 | 增持 |
| 10 | IWP | ISHARES TR | $1.7M | 1.26% | 11,397 | 增持 |
| 11 | PFE | PFIZER INC | $1.6M | 1.24% | 68,055 | 减持 |
| 12 | AAPL | APPLE INC | $1.6M | 1.20% | 5,486 | 增持 |
| 13 | VBR | VANGUARD INDEX FDS | $1.6M | 1.19% | 6,464 | 减持 |
| 14 | EFG | ISHARES TR | $1.5M | 1.16% | 12,303 | 减持 |
| 15 | NUV | NUVEEN MUN VALUE FD INC | $1.5M | 1.16% | 166,319 | 减持 |
| 16 | GOOGL | ALPHABET INC | $952,034 | 0.72% | 2,664 | 减持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $926,821 | 0.70% | 1,852 | 持平 |
| 18 | QQQ | INVESCO QQQ TR | $900,097 | 0.68% | 1,222 | 减持 |
| 19 | GOOG | ALPHABET INC | $807,359 | 0.61% | 2,285 | 持平 |
| 20 | AMZN | AMAZON COM INC | $797,009 | 0.60% | 3,344 | 增持 |
| 21 | CASY | CASEYS GEN STORES INC | $799,103 | 0.60% | 1,005 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $752,578 | 0.57% | 3,761 | 增持 |
| 23 | VTV | VANGUARD INDEX FDS | $751,528 | 0.57% | 3,448 | 增持 |
| 24 | IVW | ISHARES TR | $741,583 | 0.56% | 5,392 | 增持 |
| 25 | EFA | ISHARES TR | $706,881 | 0.53% | 6,805 | 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