Financial Advocates Investment Management 13F 持仓 · 最近申报 2025年Q3
Financial Advocates Investment Management 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 104 只证券，申报市值合计 1.78 亿美元。前几大持仓：AAPL（10.22%）、GLD（4.36%）、AOA（3.55%）。本季前 25 大持仓中：增持 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.2M | 10.22% | 71,372 | 减持 |
| 2 | GLD | SPDR GOLD TR | $7.8M | 4.36% | 21,837 | 减持 |
| 3 | AOA | ISHARES TR | $6.3M | 3.55% | 71,608 | 增持 |
| 4 | MINT | PIMCO ETF TR | $6.0M | 3.39% | 59,889 | 减持 |
| 5 | IVV | ISHARES TR | $5.7M | 3.19% | 8,485 | 减持 |
| 6 | IUSB | ISHARES TR | $4.7M | 2.66% | 101,424 | 减持 |
| 7 | XLG | INVESCO EXCHANGE TRADED FD T | $4.6M | 2.60% | 80,409 | 减持 |
| 8 | PTLC | PACER FDS TR | $4.5M | 2.54% | 82,362 | 减持 |
| 9 | AOM | ISHARES TR | $4.4M | 2.50% | 93,348 | 增持 |
| 10 | ITA | ISHARES TR | $4.2M | 2.35% | 19,979 | 减持 |
| 11 | VTI | VANGUARD INDEX FDS | $4.1M | 2.28% | 12,358 | 减持 |
| 12 | SPY | SPDR S&P 500 ETF TR | $4.0M | 2.22% | 5,931 | 减持 |
| 13 | JGRO | J P MORGAN EXCHANGE TRADED F | $3.9M | 2.18% | 41,414 | 减持 |
| 14 | BND | VANGUARD BD INDEX FDS | $3.7M | 2.06% | 49,253 | 减持 |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $3.7M | 2.05% | 30,187 | 减持 |
| 16 | VPU | VANGUARD WORLD FD | $3.1M | 1.75% | 16,395 | 减持 |
| 17 | DYNF | BLACKROCK ETF TRUST | $3.0M | 1.70% | 50,979 | 减持 |
| 18 | IVW | ISHARES TR | $3.0M | 1.70% | 24,989 | 减持 |
| 19 | QQQM | INVESCO EXCH TRADED FD TR II | $3.0M | 1.67% | 12,012 | 减持 |
| 20 | MUB | ISHARES TR | $2.9M | 1.65% | 27,564 | 减持 |
| 21 | SPDV | ETF SER SOLUTIONS | $2.8M | 1.56% | 79,724 | 减持 |
| 22 | IGSB | ISHARES TR | $2.7M | 1.53% | 51,395 | 减持 |
| 23 | EFV | ISHARES TR | $2.5M | 1.42% | 37,332 | 减持 |
| 24 | SLV | ISHARES SILVER TR | $2.4M | 1.37% | 57,484 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $2.4M | 1.33% | 4,562 | 减持 |
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