Erickson Financial Group, LLC 13F 持仓 · 2026年Q2
Erickson Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 1.87 亿美元。前几大持仓：CGDV（27.94%）、MGK（15.10%）、ESGU（12.05%）。本季前 25 大持仓中：增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $52.1M | 27.94% | 1.1M | 减持 |
| 2 | MGK | VANGUARD WORLD FD | $28.2M | 15.10% | 320,460 | 增持 |
| 3 | ESGU | ISHARES TR | $22.5M | 12.05% | 137,404 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $17.4M | 9.33% | 23,644 | 增持 |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | $12.5M | 6.68% | 150,752 | 增持 |
| 6 | IWO | ISHARES TR | $11.1M | 5.95% | 28,164 | 增持 |
| 7 | QQQJ | INVESCO EXCH TRADED FD TR II | $10.6M | 5.69% | 233,584 | 增持 |
| 8 | AGG | ISHARES TR | $8.3M | 4.46% | 84,132 | 增持 |
| 9 | USIG | ISHARES TR | $5.2M | 2.80% | 101,738 | 减持 |
| 10 | HYMB | SPDR SERIES TRUST | $4.4M | 2.38% | 174,515 | 减持 |
| 11 | IEF | ISHARES TR | $2.7M | 1.47% | 29,057 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $2.7M | 1.43% | 3,567 | 减持 |
| 13 | TLT | ISHARES TR | $2.5M | 1.33% | 28,805 | 减持 |
| 14 | TQQQ | PROSHARES TR | $1.0M | 0.55% | 12,636 | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $936,387 | 0.50% | 3,687 | 增持 |
| 16 | UPRO | PROSHARES TR | $871,867 | 0.47% | 6,149 | 减持 |
| 17 | AAPL | APPLE INC | $477,733 | 0.26% | 1,651 | 减持 |
| 18 | MUB | ISHARES TR | $465,134 | 0.25% | 4,322 | 持平 |
| 19 | SPYD | SPDR SERIES TRUST | $454,342 | 0.24% | 9,523 | 增持 |
| 20 | DSI | ISHARES TR | $414,355 | 0.22% | 2,910 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $407,583 | 0.22% | 2,037 | 增持 |
| 22 | VTEB | VANGUARD MUN BD FDS | $367,261 | 0.20% | 7,261 | 持平 |
| 23 | SSO | PROSHARES TR | $325,311 | 0.17% | 4,828 | 减持 |
| 24 | PG | PROCTER & GAMBLE CO | $293,280 | 0.16% | 2,000 | 持平 |
| 25 | SPYV | SPDR SERIES TRUST | $302,613 | 0.16% | 4,978 | 减持 |
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