Financial Designs Corp 13F 持仓 · 2026年Q3
Financial Designs 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 1.94 亿美元。前几大持仓：ITOT（24.06%）、AGG（14.54%）、HEGD（8.52%）。本季前 25 大持仓中：增持 21 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $46.7M | 24.06% | 281,068 | 减持 |
| 2 | AGG | ISHARES TR | $28.2M | 14.54% | 298,782 | 增持 |
| 3 | HEGD | LISTED FDS TR | $16.5M | 8.52% | 615,923 | 增持 |
| 4 | OMFL | INVESCO EXCH TRD SLF IDX FD | $15.8M | 8.14% | 226,798 | 减持 |
| 5 | IXUS | ISHARES TR | $14.8M | 7.61% | 155,691 | 增持 |
| 6 | DIVO | AMPLIFY ETF TR | $14.4M | 7.40% | 309,129 | 增持 |
| 7 | VFLO | VICTORY PORTFOLIOS II | $11.5M | 5.94% | 225,542 | 增持 |
| 8 | TXUE | THORNBURG ETF TR | $10.2M | 5.26% | 294,455 | 增持 |
| 9 | DYNF | BLACKROCK ETF TRUST | $5.3M | 2.75% | 77,180 | 增持 |
| 10 | GRNY | TIDAL TRUST I | $4.4M | 2.27% | 158,389 | 增持 |
| 11 | BALT | INNOVATOR ETFS TRUST | $4.4M | 2.25% | 125,064 | 增持 |
| 12 | SCHB | SCHWAB STRATEGIC TR | $4.1M | 2.11% | 139,518 | 增持 |
| 13 | SCHZ | SCHWAB STRATEGIC TR | $2.6M | 1.33% | 116,711 | 增持 |
| 14 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $2.1M | 1.09% | 29,016 | 增持 |
| 15 | FETH | FIDELITY ETHEREUM FD | $1.5M | 0.75% | 55,063 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $1.1M | 0.57% | 4,824 | 增持 |
| 17 | AAPL | APPLE INC | $1.0M | 0.54% | 3,123 | 增持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $1.0M | 0.52% | 31,313 | 减持 |
| 19 | AMZN | AMAZON COM INC | $893,950 | 0.46% | 3,588 | 增持 |
| 20 | TSLA | TESLA INC | $807,902 | 0.42% | 2,277 | 增持 |
| 21 | GLD | SPDR GOLD TR | $613,914 | 0.32% | 1,612 | 增持 |
| 22 | SGOL | ETFS GOLD TR | $600,125 | 0.31% | 15,170 | 增持 |
| 23 | MUNI | PIMCO ETF TR | $564,528 | 0.29% | 11,361 | 持平 |
| 24 | SLV | ISHARES SILVER TR | $571,101 | 0.29% | 10,477 | 增持 |
| 25 | MINT | PIMCO ETF TR | $474,395 | 0.24% | 4,718 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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