Financial Insights, Inc. 13F 持仓 · 2026年Q2
Financial Insights 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 3.80 亿美元。前几大持仓：SPYM（12.92%）、SCHD（8.30%）、DBEF（5.96%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $47.7M | 12.92% | 542,614 | 增持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $30.6M | 8.30% | 965,398 | 增持 |
| 3 | DBEF | DBX ETF TR | $22.0M | 5.96% | 402,788 | 增持 |
| 4 | QQQ | INVESCO QQQ TR | $21.9M | 5.95% | 29,790 | 增持 |
| 5 | AVLC | AMERICAN CENTY ETF TR | $18.6M | 5.03% | 206,355 | 新建仓 |
| 6 | MSFT | MICROSOFT CORP | $17.2M | 4.66% | 46,108 | 增持 |
| 7 | SPSM | SPDR SERIES TRUST | $16.1M | 4.35% | 278,497 | 增持 |
| 8 | AAPL | APPLE INC | $14.3M | 3.87% | 49,296 | 减持 |
| 9 | VUG | VANGUARD INDEX FDS | $12.9M | 3.49% | 149,643 | 增持 |
| 10 | SPEM | SPDR INDEX SHS FDS | $8.4M | 2.27% | 161,493 | 增持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $6.6M | 1.79% | 92,812 | 增持 |
| 12 | XLK | SELECT SECTOR SPDR TR | $6.1M | 1.67% | 32,275 | 减持 |
| 13 | VB | VANGUARD INDEX FDS | $6.1M | 1.66% | 20,176 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.1M | 1.65% | 12,157 | 减持 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $5.1M | 1.38% | 21,545 | 减持 |
| 16 | SPDW | SPDR INDEX SHS FDS | $4.7M | 1.28% | 93,637 | 减持 |
| 17 | VV | VANGUARD INDEX FDS | $4.3M | 1.16% | 12,461 | 增持 |
| 18 | VOTE | TCW ETF TRUST | $4.1M | 1.12% | 46,806 | 减持 |
| 19 | AMZN | AMAZON COM INC | $3.9M | 1.07% | 16,536 | 增持 |
| 20 | DIVO | AMPLIFY ETF TR | $3.5M | 0.94% | 75,545 | 增持 |
| 21 | VTI | VANGUARD INDEX FDS | $3.3M | 0.91% | 9,035 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $3.3M | 0.90% | 16,681 | 增持 |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $3.2M | 0.88% | 72,907 | 减持 |
| 24 | RAFE | PIMCO EQUITY SER | $2.9M | 0.80% | 61,530 | 减持 |
| 25 | CVIE | MORGAN STANLEY ETF TRUST | $2.7M | 0.74% | 31,990 | 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