Fiduciary Financial Group, LLC 13F 持仓 · 2026年Q2
Fiduciary Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 373 只证券，申报市值合计 8.82 亿美元。前几大持仓：SGOV（7.67%）、AAPL（6.33%）、SCHO（6.31%）。本季前 25 大持仓中：新建仓 1 只、增持 23 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $67.7M | 7.67% | 672,284 | 增持 |
| 2 | AAPL | APPLE INC | $55.9M | 6.33% | 193,182 | 增持 |
| 3 | SCHO | SCHWAB STRATEGIC TR | $55.6M | 6.31% | 2.3M | 增持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $39.8M | 4.51% | 896,427 | 增持 |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $36.8M | 4.17% | 681,788 | 增持 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $32.5M | 3.69% | 808,884 | 增持 |
| 7 | VTV | VANGUARD INDEX FDS | $32.2M | 3.65% | 147,777 | 增持 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $31.2M | 3.53% | 755,888 | 增持 |
| 9 | BIV | VANGUARD BD INDEX FDS | $15.8M | 1.79% | 205,798 | 增持 |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $15.8M | 1.79% | 225,571 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $15.6M | 1.77% | 77,999 | 增持 |
| 12 | AAXJ | ISHARES TR | $14.9M | 1.69% | 124,900 | 增持 |
| 13 | VTI | VANGUARD INDEX FDS | $13.9M | 1.58% | 37,586 | 增持 |
| 14 | DIHP | DIMENSIONAL ETF TRUST | $12.0M | 1.36% | 350,601 | 增持 |
| 15 | GNR | SPDR INDEX SHS FDS | $12.0M | 1.36% | 178,050 | 增持 |
| 16 | DFLV | DIMENSIONAL ETF TRUST | $11.9M | 1.35% | 300,749 | 增持 |
| 17 | DUHP | DIMENSIONAL ETF TRUST | $10.3M | 1.16% | 245,841 | 增持 |
| 18 | FLRN | SPDR SERIES TRUST | $10.2M | 1.16% | 330,908 | 增持 |
| 19 | MUB | ISHARES TR | $9.9M | 1.13% | 92,293 | 减持 |
| 20 | LQD | ISHARES TR | $9.9M | 1.12% | 90,335 | 增持 |
| 21 | IAU | ISHARES GOLD TR | $9.5M | 1.08% | 125,744 | 增持 |
| 22 | GOOG | ALPHABET INC | $9.4M | 1.07% | 26,616 | 增持 |
| 23 | XME | SPDR SERIES TRUST | $8.0M | 0.90% | 74,449 | 增持 |
| 24 | BIL | SPDR SERIES TRUST | $7.7M | 0.87% | 83,736 | 增持 |
| 25 | CRWV | COREWEAVE INC | $7.3M | 0.83% | 73,317 | 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