Financial Advisors, LLC 13F 持仓 · 最近申报 2025年Q3
Financial Advisors 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 5.64 亿美元。前几大持仓：USMV（18.32%）、SCHG（16.63%）、SCHV（13.47%）。本季前 25 大持仓中：增持 10 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USMV | ISHARES TR | $103.4M | 18.32% | 1.1M | 减持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $93.8M | 16.63% | 2.9M | 减持 |
| 3 | SCHV | SCHWAB STRATEGIC TR | $76.0M | 13.47% | 2.6M | 减持 |
| 4 | HAWX | ISHARES TR | $64.0M | 11.34% | 1.7M | 减持 |
| 5 | QUAL | ISHARES TR | $63.1M | 11.17% | 324,192 | 减持 |
| 6 | IJR | ISHARES TR | $62.7M | 11.11% | 527,503 | 增持 |
| 7 | ESGU | ISHARES TR | $8.2M | 1.45% | 56,392 | 增持 |
| 8 | IWF | ISHARES TR | $7.9M | 1.40% | 16,915 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $7.8M | 1.38% | 14,999 | 增持 |
| 10 | AAPL | APPLE INC | $6.6M | 1.17% | 25,976 | 增持 |
| 11 | GOOG | ALPHABET INC | $5.6M | 0.99% | 22,935 | 持平 |
| 12 | SCHX | SCHWAB STRATEGIC TR | $5.3M | 0.94% | 200,995 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO. | $3.6M | 0.64% | 11,467 | 减持 |
| 14 | USXF | ISHARES TR | $3.4M | 0.60% | 59,527 | 增持 |
| 15 | HEFA | ISHARES TR | $2.9M | 0.52% | 74,218 | 持平 |
| 16 | ESML | ISHARES TR | $2.8M | 0.50% | 63,112 | 减持 |
| 17 | XOM | EXXON MOBIL CORP | $2.4M | 0.42% | 20,905 | 增持 |
| 18 | ESGD | ISHARES TR | $2.2M | 0.40% | 24,103 | 增持 |
| 19 | AMZN | AMAZON COM INC | $2.2M | 0.38% | 9,828 | 持平 |
| 20 | IVV | ISHARES TR | $1.9M | 0.33% | 2,771 | 持平 |
| 21 | QQQ | INVESCO QQQ TR | $1.8M | 0.32% | 3,043 | 增持 |
| 22 | IWM | ISHARES TR | $1.8M | 0.31% | 7,341 | 持平 |
| 23 | SCHA | SCHWAB STRATEGIC TR | $1.8M | 0.31% | 62,857 | 增持 |
| 24 | ACWV | ISHARES INC | $1.7M | 0.30% | 14,303 | 持平 |
| 25 | GOOGL | ALPHABET INC | $1.6M | 0.29% | 6,623 | 持平 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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