Financial Advisory Corp 13F 持仓 · 2026年Q2
Financial Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 7.54 亿美元。前几大持仓：IVV（17.68%）、IWP（14.44%）、TFLO（10.67%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $133.4M | 17.68% | 178,067 | 减持 |
| 2 | IWP | ISHARES TR | $108.9M | 14.44% | 743,948 | 减持 |
| 3 | TFLO | ISHARES TR | $80.5M | 10.67% | 1.6M | 增持 |
| 4 | VBR | VANGUARD INDEX FDS | $62.8M | 8.33% | 258,499 | 减持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $49.1M | 6.51% | 688,765 | 减持 |
| 6 | SCZ | ISHARES TR | $45.3M | 6.00% | 550,184 | 减持 |
| 7 | VTV | VANGUARD INDEX FDS | $39.2M | 5.20% | 179,938 | 减持 |
| 8 | IBTG | ISHARES TR | $36.4M | 4.83% | 1.6M | 减持 |
| 9 | IBTJ | ISHARES TR | $34.6M | 4.59% | 1.6M | 增持 |
| 10 | IBTH | ISHARES TR | $29.8M | 3.95% | 1.3M | 增持 |
| 11 | IBTI | ISHARES TR | $29.8M | 3.95% | 1.3M | 增持 |
| 12 | XLV | SELECT SECTOR SPDR TR | $26.4M | 3.51% | 166,691 | 减持 |
| 13 | IYR | ISHARES TR | $15.6M | 2.07% | 152,940 | 增持 |
| 14 | VNQ | VANGUARD INDEX FDS | $11.7M | 1.55% | 121,596 | 减持 |
| 15 | IXC | ISHARES TR | $11.1M | 1.47% | 226,108 | 增持 |
| 16 | VTWV | VANGUARD SCOTTSDALE FDS | $9.8M | 1.30% | 50,160 | 减持 |
| 17 | VEU | VANGUARD INTL EQUITY INDEX F | $3.5M | 0.46% | 41,811 | 增持 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $2.6M | 0.34% | 43,021 | 减持 |
| 19 | FXH | FIRST TR EXCHANGE-TRADED FD | $2.3M | 0.31% | 18,978 | 增持 |
| 20 | AAPL | APPLE INC | $2.3M | 0.30% | 7,875 | 增持 |
| 21 | CATH | GLOBAL X FDS | $2.2M | 0.29% | 24,420 | 减持 |
| 22 | RSP | INVESCO EXCHANGE TRADED FD T | $1.3M | 0.18% | 6,297 | 减持 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $1.3M | 0.17% | 1,700 | 减持 |
| 24 | TPLC | TIMOTHY PLAN | $1.2M | 0.16% | 23,230 | 减持 |
| 25 | ISMD | NORTHERN LTS FD TR IV | $984,764 | 0.13% | 19,696 | 减持 |
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