Estate Counselors, LLC 13F 持仓 · 2026年Q2
Estate Counselors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 11.64 亿美元。前几大持仓：TBFG（32.81%）、TBFC（30.86%）、VXUS（2.18%）。本季前 25 大持仓中：新建仓 5 只、增持 10 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TBFG | ETF SER SOLUTIONS | $381.8M | 32.81% | 11.6M | 减持 |
| 2 | TBFC | ETF SER SOLUTIONS | $359.1M | 30.86% | 12.2M | 增持 |
| 3 | VXUS | VANGUARD STAR FDS | $25.3M | 2.18% | 296,146 | 减持 |
| 4 | CWB | SPDR SERIES TRUST | $22.2M | 1.91% | 205,995 | 减持 |
| 5 | EMB | ISHARES TR | $22.0M | 1.89% | 228,425 | 增持 |
| 6 | BKLN | INVESCO EXCH TRADED FD TR II | $21.3M | 1.83% | 1.0M | 新建仓 |
| 7 | VRP | INVESCO EXCH TRADED FD TR II | $21.3M | 1.83% | 877,991 | 新建仓 |
| 8 | BIL | SPDR SERIES TRUST | $21.2M | 1.82% | 231,565 | 新建仓 |
| 9 | STIP | ISHARES TR | $21.0M | 1.80% | 205,090 | 增持 |
| 10 | XLB | SELECT SECTOR SPDR TR | $13.8M | 1.19% | 271,543 | 增持 |
| 11 | XLP | SELECT SECTOR SPDR TR | $13.7M | 1.17% | 164,443 | 减持 |
| 12 | VDE | VANGUARD WORLD FD | $10.5M | 0.90% | 70,139 | 减持 |
| 13 | XLV | SELECT SECTOR SPDR TR | $9.6M | 0.82% | 60,353 | 减持 |
| 14 | XLF | SELECT SECTOR SPDR TR | $9.2M | 0.79% | 172,350 | 新建仓 |
| 15 | BND | VANGUARD BD INDEX FDS | $8.6M | 0.74% | 117,143 | 减持 |
| 16 | VUG | VANGUARD INDEX FDS | $8.0M | 0.69% | 92,628 | 新建仓 |
| 17 | HYLB | DBX ETF TR | $7.8M | 0.67% | 213,826 | 增持 |
| 18 | IJH | ISHARES TR | $7.6M | 0.65% | 98,473 | 增持 |
| 19 | SPSM | SPDR SERIES TRUST | $7.6M | 0.65% | 132,101 | 增持 |
| 20 | DFEV | DIMENSIONAL ETF TRUST | $7.5M | 0.64% | 175,090 | 减持 |
| 21 | XLK | SELECT SECTOR SPDR TR | $7.5M | 0.64% | 39,380 | 减持 |
| 22 | FNDF | SCHWAB STRATEGIC TR | $6.9M | 0.60% | 131,656 | 增持 |
| 23 | AVDV | AMERICAN CENTY ETF TR | $6.9M | 0.59% | 66,480 | 减持 |
| 24 | IWD | ISHARES TR | $6.9M | 0.59% | 28,438 | 增持 |
| 25 | DFIC | DIMENSIONAL ETF TRUST | $6.7M | 0.57% | 178,527 | 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