Family Investment Center, Inc. 13F 持仓 · 2026年Q2

Family Investment Center 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 6.02 亿美元。前几大持仓：BIV（13.23%）、PYLD（10.54%）、SPMO（8.86%）。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	BIV	VANGUARD BD INDEX FDS	$79.7M	13.23%	1.0M	增持
2	PYLD	PIMCO ETF TR	$63.4M	10.54%	2.4M	增持
3	SPMO	INVESCO EXCH TRADED FD TR II	$53.3M	8.86%	330,159	减持
4	RISR	TIDAL TRUST I	$48.6M	8.07%	1.3M	增持
5	SPHQ	INVESCO EXCHANGE TRADED FD T	$48.2M	8.01%	535,311	增持
6	AVDE	AMERICAN CENTY ETF TR	$45.7M	7.59%	512,323	增持
7	DFEV	DIMENSIONAL ETF TRUST	$25.8M	4.28%	604,094	增持
8	JPST	J P MORGAN EXCHANGE TRADED F	$22.2M	3.69%	439,827	减持
9	JIRE	J P MORGAN EXCHANGE TRADED F	$20.6M	3.43%	250,069	减持
10	AVUV	AMERICAN CENTY ETF TR	$16.9M	2.80%	135,283	增持
11	VIG	VANGUARD SPECIALIZED FUNDS	$16.0M	2.66%	67,575	减持
12	XMMO	INVESCO EXCHANGE TRADED FD T	$15.8M	2.63%	93,073	减持
13	AVMV	AMERICAN CENTY ETF TR	$13.9M	2.31%	172,975	增持
14	VYMI	VANGUARD WHITEHALL FDS	$13.7M	2.28%	139,946	减持
15	XSMO	INVESCO EXCHANGE TRADED FD T	$10.3M	1.72%	110,454	增持
16	VO	VANGUARD INDEX FDS	$8.3M	1.39%	103,618	增持
17	VB	VANGUARD INDEX FDS	$7.2M	1.19%	23,607	减持
18	SCHD	SCHWAB STRATEGIC TR	$7.1M	1.18%	224,202	减持
19	SCHM	SCHWAB STRATEGIC TR	$5.3M	0.88%	144,342	减持
20	VOO	VANGUARD INDEX FDS	$4.6M	0.77%	6,746	减持
21	ONEY	SPDR SERIES TRUST	$4.5M	0.74%	34,958	减持
22	AGG	ISHARES TR	$4.0M	0.67%	40,807	增持
23	VIGI	VANGUARD WHITEHALL FDS	$3.3M	0.55%	35,744	增持
24	VXUS	VANGUARD STAR FDS	$2.8M	0.46%	32,390	减持
25	AAPL	APPLE INC	$2.6M	0.43%	9,004	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