Financial Discovery Group Inc 13F 持仓 · 2026年Q2
Financial Discovery Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 4,690.04 万美元。前几大持仓：SGOV（29.29%）、BOND（10.64%）、XLP（7.59%）。本季前 25 大持仓中：新建仓 5 只、增持 8 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $13.7M | 29.29% | 136,457 | 增持 |
| 2 | BOND | PIMCO ETF TR | $5.0M | 10.64% | 54,104 | 减持 |
| 3 | XLP | SELECT SECTOR SPDR TR | $3.6M | 7.59% | 42,844 | 减持 |
| 4 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 6.88% | 124,445 | 增持 |
| 5 | XLE | SELECT SECTOR SPDR TR | $3.1M | 6.71% | 59,273 | 增持 |
| 6 | XLU | SELECT SECTOR SPDR TR | $3.1M | 6.68% | 69,100 | 增持 |
| 7 | XLV | SELECT SECTOR SPDR TR | $2.9M | 6.26% | 18,508 | 增持 |
| 8 | SHV | ISHARES TR | $2.4M | 5.16% | 21,916 | 减持 |
| 9 | SPHD | INVESCO EXCH TRADED FD TR II | $1.8M | 3.73% | 34,451 | 增持 |
| 10 | IWD | ISHARES TR | $1.7M | 3.70% | 7,154 | 减持 |
| 11 | EFA | ISHARES TR | $1.7M | 3.62% | 16,340 | 减持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $943,171 | 2.01% | 1,263 | 持平 |
| 13 | VTI | VANGUARD INDEX FDS | $822,301 | 1.75% | 2,222 | 减持 |
| 14 | MUNI | PIMCO ETF TR | $783,109 | 1.67% | 14,888 | 增持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $462,540 | 0.99% | 6,492 | 增持 |
| 16 | VB | VANGUARD INDEX FDS | $397,817 | 0.85% | 1,312 | 持平 |
| 17 | IUSB | ISHARES TR | $268,751 | 0.57% | 5,823 | 新建仓 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $245,990 | 0.52% | 1,040 | 新建仓 |
| 19 | MDY | STATE STR SPDR S&P MIDCAP 40 | $234,916 | 0.50% | 334 | 新建仓 |
| 20 | SHY | ISHARES TR | $207,410 | 0.44% | 2,526 | 新建仓 |
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | $202,081 | 0.43% | 2,413 | 新建仓 |
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