Ffg Retirement Advisors LLC 13F 持仓 · 2026年Q2
Ffg Retirement Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 43 只证券,申报市值合计 1.89 亿美元。前几大持仓:SPYM(5.35%)、GOVT(5.11%)、SCHZ(4.25%)。本季前 25 大持仓中:新建仓 2 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $10.1M | 5.35% | 115,034 | 增持 |
| 2 | GOVT | ISHARES TR | $9.7M | 5.11% | 423,991 | 增持 |
| 3 | SCHZ | SCHWAB STRATEGIC TR | $8.0M | 4.25% | 346,738 | 减持 |
| 4 | XTEN | BONDBLOXX ETF TRUST | $7.1M | 3.77% | 156,236 | 增持 |
| 5 | JHMB | JOHN HANCOCK EXCHANGE TRADED | $7.0M | 3.73% | 321,016 | 减持 |
| 6 | DGRW | WISDOMTREE TR | $6.8M | 3.57% | 70,624 | 增持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $6.7M | 3.56% | 42,609 | 减持 |
| 8 | DYNF | BLACKROCK ETF TRUST | $6.6M | 3.51% | 97,427 | 减持 |
| 9 | IVE | ISHARES TR | $6.4M | 3.41% | 28,331 | 减持 |
| 10 | IUSB | ISHARES TR | $6.4M | 3.39% | 138,732 | 增持 |
| 11 | IVW | ISHARES TR | $6.3M | 3.33% | 45,750 | 增持 |
| 12 | DTD | WISDOMTREE TR | $5.6M | 2.95% | 59,772 | 减持 |
| 13 | BINC | BLACKROCK ETF TRUST II | $5.5M | 2.93% | 105,914 | 减持 |
| 14 | SIO | TOUCHSTONE ETF TRUST | $5.4M | 2.84% | 208,811 | 增持 |
| 15 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $5.3M | 2.81% | 233,827 | 增持 |
| 16 | JHMD | JOHN HANCOCK EXCHANGE TRADED | $5.3M | 2.80% | 119,272 | 增持 |
| 17 | FEOE | RBB FUND TRUST | $5.2M | 2.77% | 97,902 | 增持 |
| 18 | DHS | WISDOMTREE TR | $5.1M | 2.70% | 44,787 | 增持 |
| 19 | IAGG | ISHARES TR | $5.0M | 2.63% | 98,228 | 增持 |
| 20 | TUSI | TOUCHSTONE ETF TRUST | $4.9M | 2.58% | 192,840 | 增持 |
| 21 | GHM | GRAHAM CORP | $4.7M | 2.49% | 38,000 | 持平 |
| 22 | CORO | BLACKROCK ETF TRUST | $4.4M | 2.31% | 119,391 | 新建仓 |
| 23 | BAI | BLACKROCK ETF TRUST | $3.9M | 2.06% | 73,966 | 减持 |
| 24 | SPMO | INVESCO EXCH TRADED FD TR II | $3.7M | 1.98% | 23,126 | 增持 |
| 25 | ACWX | ISHARES TR | $3.7M | 1.95% | 48,429 | 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