Estate Planners Group, LLC 13F 持仓 · 2026年Q2
Estate Planners Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 2.21 亿美元。前几大持仓：GOF（12.17%）、PDI（10.30%）、QQQ（9.28%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $26.9M | 12.17% | 2.5M | 增持 |
| 2 | PDI | PIMCO DYNAMIC INCOME FD | $22.8M | 10.30% | 1.4M | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $20.5M | 9.28% | 27,852 | 增持 |
| 4 | CLOZ | SERIES PORTFOLIOS TR | $20.4M | 9.23% | 772,217 | 增持 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $14.7M | 6.64% | 19,651 | 增持 |
| 6 | ARCC | ARES CAPITAL CORP | $13.4M | 6.08% | 725,110 | 增持 |
| 7 | XLG | INVESCO EXCHANGE TRADED FD T | $12.8M | 5.78% | 208,582 | 增持 |
| 8 | QQQI | NEOS ETF TRUST | $7.8M | 3.53% | 137,290 | 减持 |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | $6.0M | 2.73% | 181,022 | 增持 |
| 10 | AMZN | AMAZON COM INC | $5.8M | 2.62% | 24,303 | 减持 |
| 11 | QTUM | ETF SER SOLUTIONS | $5.7M | 2.58% | 34,449 | 减持 |
| 12 | AAPL | APPLE INC | $5.1M | 2.31% | 17,655 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $4.9M | 2.22% | 24,523 | 减持 |
| 14 | MAGS | LISTED FDS TR | $4.9M | 2.19% | 75,459 | 减持 |
| 15 | AIQ | GLOBAL X FDS | $4.4M | 1.98% | 66,589 | 减持 |
| 16 | BTCI | NEOS ETF TRUST | $4.3M | 1.96% | 160,966 | 增持 |
| 17 | SMH | VANECK ETF TRUST | $4.3M | 1.96% | 6,592 | 减持 |
| 18 | SPMO | INVESCO EXCH TRADED FD TR II | $4.3M | 1.94% | 26,578 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $3.3M | 1.51% | 13,124 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $2.5M | 1.12% | 6,640 | 减持 |
| 21 | PDO | PIMCO DYNAMIC INCOME OPRNTS | $2.0M | 0.90% | 151,164 | 减持 |
| 22 | META | META PLATFORMS INC | $1.2M | 0.56% | 2,212 | 减持 |
| 23 | MYI | BLACKROCK MUNIYIELD QUALITY | $1.1M | 0.50% | 99,844 | 增持 |
| 24 | XLK | SELECT SECTOR SPDR TR | $1.1M | 0.50% | 5,774 | 减持 |
| 25 | CLOX | SERIES PORTFOLIOS TR | $1.0M | 0.47% | 40,164 | 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