Fiduciary Advisors, Inc. 13F 持仓 · 2026年Q2
Fiduciary Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 154 只证券,申报市值合计 1.49 亿美元。前几大持仓:VOO(10.68%)、ISTB(8.80%)、VB(8.64%)。本季前 25 大持仓中:增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $15.9M | 10.68% | 23,117 | 增持 |
| 2 | ISTB | ISHARES TR | $13.1M | 8.80% | 270,975 | 增持 |
| 3 | VB | VANGUARD INDEX FDS | $12.8M | 8.64% | 42,368 | 增持 |
| 4 | VXUS | VANGUARD STAR FDS | $11.8M | 7.91% | 137,444 | 增持 |
| 5 | VO | VANGUARD INDEX FDS | $9.5M | 6.42% | 118,444 | 增持 |
| 6 | VYMI | VANGUARD WHITEHALL FDS | $7.7M | 5.18% | 78,424 | 增持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $7.6M | 5.10% | 106,298 | 增持 |
| 8 | VTV | VANGUARD INDEX FDS | $7.3M | 4.89% | 33,320 | 增持 |
| 9 | MGC | VANGUARD WORLD FD | $6.5M | 4.38% | 23,769 | 减持 |
| 10 | VYM | VANGUARD WHITEHALL FDS | $4.9M | 3.31% | 31,147 | 增持 |
| 11 | IXUS | ISHARES TR | $4.8M | 3.26% | 50,817 | 减持 |
| 12 | VSS | VANGUARD INTL EQUITY INDEX F | $4.6M | 3.08% | 29,652 | 增持 |
| 13 | VEU | VANGUARD INTL EQUITY INDEX F | $4.5M | 3.03% | 53,740 | 减持 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $4.1M | 2.74% | 51,464 | 增持 |
| 15 | AVUV | AMERICAN CENTY ETF TR | $3.0M | 2.03% | 24,132 | 增持 |
| 16 | VTI | VANGUARD INDEX FDS | $2.8M | 1.86% | 7,489 | 持平 |
| 17 | IVV | ISHARES TR | $2.6M | 1.74% | 3,456 | 减持 |
| 18 | VBR | VANGUARD INDEX FDS | $2.5M | 1.68% | 10,276 | 减持 |
| 19 | IJR | ISHARES TR | $2.1M | 1.41% | 14,163 | 减持 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.27% | 31,700 | 增持 |
| 21 | BSV | VANGUARD BD INDEX FDS | $1.9M | 1.25% | 23,902 | 减持 |
| 22 | VV | VANGUARD INDEX FDS | $1.4M | 0.92% | 3,958 | 减持 |
| 23 | BAC | BANK OF AMER CORP | $1.3M | 0.88% | 22,826 | 持平 |
| 24 | BND | VANGUARD BD INDEX FDS | $1.1M | 0.75% | 15,210 | 增持 |
| 25 | EFV | ISHARES TR | $1.1M | 0.74% | 14,285 | 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