Econ Financial Services Corp 13F 持仓 · 2026年Q2
Econ Financial Services 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 72 只证券,申报市值合计 2.14 亿美元。前几大持仓:JCPB(6.28%)、SPLB(5.50%)、PYLD(4.27%)。本季前 25 大持仓中:新建仓 6 只、增持 16 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JCPB | J P MORGAN EXCHANGE TRADED F | $13.4M | 6.28% | 286,248 | 增持 |
| 2 | SPLB | SPDR SERIES TRUST | $11.8M | 5.50% | 525,451 | 增持 |
| 3 | PYLD | PIMCO ETF TR | $9.1M | 4.27% | 344,963 | 增持 |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $6.7M | 3.12% | 155,021 | 减持 |
| 5 | XLV | SELECT SECTOR SPDR TR | $6.5M | 3.05% | 41,080 | 增持 |
| 6 | XLRE | SELECT SECTOR SPDR TR | $6.3M | 2.93% | 142,610 | 增持 |
| 7 | HSY | HERSHEY CO | $6.1M | 2.87% | 34,966 | 增持 |
| 8 | JPIB | J P MORGAN EXCHANGE TRADED F | $6.1M | 2.85% | 126,038 | 增持 |
| 9 | PMBS | PIMCO ETF TR | $6.0M | 2.83% | 122,458 | 增持 |
| 10 | XLU | SELECT SECTOR SPDR TR | $6.0M | 2.79% | 131,462 | 增持 |
| 11 | AMZN | AMAZON COM INC | $5.1M | 2.39% | 21,453 | 减持 |
| 12 | BA | BOEING CO | $4.9M | 2.28% | 22,562 | 增持 |
| 13 | PFE | PFIZER INC | $4.5M | 2.09% | 185,641 | 增持 |
| 14 | DGS | WISDOMTREE TR | $4.4M | 2.04% | 67,391 | 增持 |
| 15 | EXR | EXTRA SPACE STORAGE INC | $4.2M | 1.98% | 29,187 | 新建仓 |
| 16 | TSLA | TESLA INC | $4.1M | 1.90% | 9,678 | 增持 |
| 17 | PPG | PPG INDS INC | $4.0M | 1.86% | 32,747 | 新建仓 |
| 18 | LUV | SOUTHWEST AIRLS CO | $3.7M | 1.73% | 71,801 | 新建仓 |
| 19 | CALF | PACER FDS TR | $3.6M | 1.70% | 71,973 | 减持 |
| 20 | ABBV | ABBVIE INC | $3.5M | 1.62% | 13,813 | 新建仓 |
| 21 | MOO | VANECK ETF TRUST | $3.4M | 1.58% | 42,655 | 新建仓 |
| 22 | UPS | UNITED PARCEL SVCS INC | $3.4M | 1.58% | 31,499 | 增持 |
| 23 | FPE | FIRST TR EXCH TRADED FD III | $3.3M | 1.56% | 186,897 | 增持 |
| 24 | ABNB | AIRBNB INC | $3.3M | 1.55% | 23,112 | 增持 |
| 25 | V | VISA INC | $3.2M | 1.52% | 9,462 | 新建仓 |
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