Financial Council, LLC 13F 持仓 · 2026年Q2
Financial Council 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 106 只证券，申报市值合计 3.08 亿美元。前几大持仓：CGGO（21.70%）、ACWX（9.69%）、CGGR（7.91%）。本季前 25 大持仓中：增持 15 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $66.9M | 21.70% | 1.6M | 增持 |
| 2 | ACWX | ISHARES TR | $29.9M | 9.69% | 392,461 | 增持 |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | $24.4M | 7.91% | 516,393 | 增持 |
| 4 | IUSG | ISHARES TR | $16.2M | 5.24% | 85,946 | 增持 |
| 5 | SPYV | SPDR SERIES TRUST | $13.8M | 4.48% | 227,017 | 增持 |
| 6 | AAPL | APPLE INC | $12.6M | 4.08% | 43,485 | 减持 |
| 7 | IUSV | ISHARES TR | $10.0M | 3.25% | 90,868 | 增持 |
| 8 | SPYG | SPDR SERIES TRUST | $10.0M | 3.25% | 84,101 | 减持 |
| 9 | IEMG | ISHARES INC | $9.4M | 3.05% | 113,346 | 增持 |
| 10 | IJH | ISHARES TR | $8.5M | 2.77% | 110,607 | 减持 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $7.7M | 2.48% | 172,628 | 增持 |
| 12 | IWV | ISHARES TR | $6.2M | 2.03% | 14,651 | 增持 |
| 13 | IVV | ISHARES TR | $6.1M | 1.97% | 8,121 | 减持 |
| 14 | ACWI | ISHARES TR | $5.4M | 1.77% | 34,691 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $4.0M | 1.30% | 10,741 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $4.0M | 1.30% | 20,099 | 增持 |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $4.0M | 1.29% | 48,387 | 持平 |
| 18 | VOO | VANGUARD INDEX FDS | $4.0M | 1.29% | 5,774 | 增持 |
| 19 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.7M | 1.20% | 74,961 | 增持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $2.7M | 0.87% | 3,592 | 增持 |
| 21 | CGMU | CAPITAL GRP FIXED INCM ETF T | $2.6M | 0.85% | 95,167 | 增持 |
| 22 | XOM | EXXON MOBIL CORP | $2.5M | 0.82% | 18,474 | 持平 |
| 23 | GOOG | ALPHABET INC | $2.4M | 0.77% | 6,711 | 持平 |
| 24 | GOOGL | ALPHABET INC | $2.1M | 0.68% | 5,845 | 持平 |
| 25 | KO | COCA COLA CO | $2.0M | 0.64% | 24,361 | 持平 |
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