Fi3 FINANCIAL ADVISORS, LLC 13F 持仓 · 2026年Q2
Fi3 FINANCIAL ADVISORS 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 232 只证券，申报市值合计 4.18 亿美元。前几大持仓：IJH（13.71%）、VO（11.45%）、USRT（11.06%）。本季前 25 大持仓中：新建仓 10 只、增持 12 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P 500 ETF | $57.3M | 13.71% | 76,482 | 增持 |
| 2 | VO | Vanguard FTSE Developed Markets ETF | $47.9M | 11.45% | 671,664 | 新建仓 |
| 3 | USRT | iShares Core S&P Small Cap ETF | $46.2M | 11.06% | 311,720 | 增持 |
| 4 | EME | Eli Lilly & Co | $25.6M | 6.12% | 21,307 | 增持 |
| 5 | MDY | SPDR S&P 500 ETF Trust | $18.8M | 4.49% | 25,046 | 新建仓 |
| 6 | VT | Vanguard Total Stock Market Index Fund ETF | $15.2M | 3.63% | 41,008 | 增持 |
| 7 | STX | Schwab US TIPS ETF | $14.2M | 3.40% | 535,463 | 新建仓 |
| 8 | AIT | Apple Inc | $13.4M | 3.21% | 46,397 | 新建仓 |
| 9 | ODFL | Nvidia Corporation | $10.8M | 2.57% | 53,747 | 新建仓 |
| 10 | VTI | Vanguard Small-Cap Index Fund ETF | $7.6M | 1.83% | 25,168 | 减持 |
| 11 | AXP | Amazon.Com Inc | $6.5M | 1.55% | 27,172 | 增持 |
| 12 | MHK | Microsoft | $6.4M | 1.52% | 17,042 | 增持 |
| 13 | SCZ | iShares MSCI EAFE ETF | $5.2M | 1.25% | 50,162 | 增持 |
| 14 | MO | Alphabet Inc Cap STK | $4.9M | 1.18% | 13,851 | 新建仓 |
| 15 | MSFT | Micron Technology | $4.7M | 1.13% | 4,089 | 减持 |
| 16 | VB | Vanguard S&P 500 ETF | $4.5M | 1.09% | 6,617 | 减持 |
| 17 | IEMG | iShares Core MSCI EAFE ETF | $4.2M | 1.01% | 43,834 | 增持 |
| 18 | BURL | Broadcom Inc Com | $4.0M | 0.96% | 10,628 | 增持 |
| 19 | GOOGL | Alphabet Inc Cap STK | $3.6M | 0.87% | 10,233 | 新建仓 |
| 20 | TXN | Tesla Motors | $3.0M | 0.71% | 7,098 | 新建仓 |
| 21 | MET | Meta Platforms Inc | $2.6M | 0.63% | 4,673 | 新建仓 |
| 22 | JPST | JPMorgan Chase | $2.5M | 0.61% | 7,752 | 增持 |
| 23 | BLK | Berkshire Hathaway | $2.4M | 0.58% | 4,879 | 增持 |
| 24 | INTU | Intel | $2.0M | 0.47% | 14,027 | 新建仓 |
| 25 | A | Advanced Micro | $1.9M | 0.46% | 3,292 | 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