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Financial Partners Group, Inc 13F 持仓 · 2026年Q2

Financial Partners Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 250 只证券,申报市值合计 9.85 亿美元。前几大持仓:IVV(9.73%)、AVUV(4.95%)、SPY(4.53%)。本季前 25 大持仓中:增持 14 只、减持 11 只。

排名代码公司市值占组合股数变动
1IVVISHARES TR$95.8M9.73%127,920增持
2AVUVAMERICAN CENTY ETF TR$48.8M4.95%390,844减持
3SPYSTATE STR SPDR S&P 500 ETF T$44.6M4.53%59,760减持
4RDVYFIRST TR EXCHANGE TRADED FD$44.0M4.46%542,375减持
5QQQMINVESCO EXCH TRADED FD TR II$41.5M4.21%137,024增持
6OEFISHARES TR$40.7M4.13%111,256减持
7FTECFIDELITY COVINGTON TRUST$30.2M3.07%105,746增持
8SOXXISHARES TR$29.5M2.99%45,977减持
9ITOTISHARES TR$29.2M2.96%177,720减持
10AAPLAPPLE INC$28.4M2.88%98,158减持
11IGIBISHARES TR$26.3M2.67%495,446增持
12QUALISHARES TR$24.6M2.50%112,092增持
13GOOGLALPHABET INC$19.4M1.97%54,421减持
14IUSVISHARES TR$17.6M1.79%159,702减持
15FMHIFIRST TR EXCH TRADED FD III$17.2M1.75%355,392增持
16XMMOINVESCO EXCHANGE TRADED FD T$17.2M1.74%100,867减持
17MSFTMICROSOFT CORP$16.9M1.71%45,284增持
18JCPBJ P MORGAN EXCHANGE TRADED F$16.5M1.68%352,065增持
19AMZNAMAZON COM INC$16.5M1.67%69,069增持
20AGGISHARES TR$16.2M1.65%164,064减持
21EMXCISHARES INC$14.4M1.47%141,189增持
22XSMOINVESCO EXCHANGE TRADED FD T$14.1M1.44%151,054增持
23SPMOINVESCO EXCH TRADED FD TR II$13.7M1.39%84,937增持
24IMTMISHARES TR$13.5M1.37%253,750增持
25VFMOVANGUARD WELLINGTON FD$13.3M1.35%53,315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