Financial Network Wealth Advisors LLC 13F 持仓 · 2026年Q2
Financial Network Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 858 只证券,申报市值合计 9,853.81 万美元。前几大持仓:CLIP(7.61%)、BIL(5.46%)、SPYG(4.03%)。本季前 25 大持仓中:新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CLIP | GLOBAL X FDS | $7.5M | 7.61% | 74,694 | 增持 |
| 2 | BIL | SPDR SER TR | $5.4M | 5.46% | 58,660 | 减持 |
| 3 | SPYG | SPDR SER TR | $4.0M | 4.03% | 33,345 | 增持 |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | $3.3M | 3.38% | 91,141 | 减持 |
| 5 | SPDW | SPDR INDEX SHS FDS | $2.9M | 2.90% | 56,673 | 增持 |
| 6 | AAPL | APPLE INC | $2.8M | 2.82% | 9,619 | 减持 |
| 7 | SPYV | SPDR SER TR | $2.5M | 2.50% | 40,498 | 增持 |
| 8 | BUFF | INNOVATOR ETFS TRUST | $1.9M | 1.93% | 36,102 | 减持 |
| 9 | IVV | ISHARES TR | $1.5M | 1.56% | 2,047 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $1.5M | 1.51% | 3,976 | 增持 |
| 11 | PSFF | PACER FDS TR | $1.4M | 1.44% | 41,369 | 减持 |
| 12 | SPSM | SPDR SER TR | $1.2M | 1.21% | 20,668 | 增持 |
| 13 | BUFT | FIRST TR EXCHNG TRADED FD VI | $1.1M | 1.15% | 43,765 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $1.1M | 1.14% | 5,636 | 增持 |
| 15 | SPEM | SPDR INDEX SHS FDS | $1.0M | 1.04% | 19,766 | 增持 |
| 16 | IEF | ISHARES TR | $993,931 | 1.01% | 10,510 | 增持 |
| 17 | ABBV | ABBVIE INC | $968,935 | 0.98% | 3,850 | 减持 |
| 18 | MCD | MCDONALDS CORP | $952,108 | 0.97% | 3,522 | 减持 |
| 19 | GOOGL | ALPHABET INC | $948,817 | 0.96% | 2,655 | 减持 |
| 20 | HYD | VANECK ETF TRUST | $846,309 | 0.86% | 16,430 | 减持 |
| 21 | SPYM | SPDR SER TR | $839,518 | 0.85% | 9,553 | 新建仓 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $806,629 | 0.82% | 1,612 | 减持 |
| 23 | XOM | EXXON MOBIL CORP | $789,450 | 0.80% | 5,774 | 减持 |
| 24 | SHYG | ISHARES TR | $778,224 | 0.79% | 18,350 | 增持 |
| 25 | HGER | HARBOR ETF TRUST | $711,935 | 0.72% | 24,265 | 增持 |
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