Financial Planning Fort Collins, LLC 13F 持仓 · 2026年Q2
Financial Planning Fort Collins 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 1.32 亿美元。前几大持仓：NVDA（21.51%）、SPTM（20.84%）、SPAB（9.91%）。本季前 25 大持仓中：增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $28.4M | 21.51% | 140,054 | 减持 |
| 2 | SPTM | SPDR SERIES TRUST | $27.5M | 20.84% | 301,484 | 减持 |
| 3 | SPAB | SPDR SERIES TRUST | $13.1M | 9.91% | 517,005 | 减持 |
| 4 | SPDW | SPDR INDEX SHS FDS | $12.0M | 9.06% | 238,847 | 减持 |
| 5 | VTI | VANGUARD INDEX FDS | $7.5M | 5.68% | 20,187 | 减持 |
| 6 | MUB | ISHARES TR | $6.1M | 4.63% | 57,194 | 增持 |
| 7 | SPEM | SPDR INDEX SHS FDS | $5.3M | 3.99% | 101,842 | 减持 |
| 8 | VV | VANGUARD INDEX FDS | $3.4M | 2.59% | 9,882 | 减持 |
| 9 | VB | VANGUARD INDEX FDS | $3.4M | 2.56% | 11,297 | 减持 |
| 10 | USRT | ISHARES TR | $3.3M | 2.53% | 50,102 | 减持 |
| 11 | VO | VANGUARD INDEX FDS | $3.3M | 2.48% | 40,580 | 增持 |
| 12 | IYM | ISHARES TR | $3.0M | 2.30% | 17,172 | 增持 |
| 13 | EAGG | ISHARES TR | $2.1M | 1.62% | 45,516 | 增持 |
| 14 | BIL | SPDR SERIES TRUST | $2.0M | 1.54% | 22,163 | 增持 |
| 15 | FMUN | FIDELITY MERRIMACK STR TR | $1.9M | 1.45% | 37,887 | 增持 |
| 16 | WWD | WOODWARD INC | $1.5M | 1.11% | 3,627 | 持平 |
| 17 | SUSA | ISHARES TR | $1.2M | 0.92% | 7,854 | 减持 |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $989,679 | 0.75% | 6,304 | 增持 |
| 19 | ESGD | ISHARES TR | $961,241 | 0.73% | 9,325 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $749,118 | 0.57% | 1,949 | 减持 |
| 21 | CSCO | CISCO SYS INC | $593,206 | 0.45% | 5,014 | 减持 |
| 22 | AUR | AURORA INNOVATION INC | $585,798 | 0.44% | 93,280 | 减持 |
| 23 | IVV | ISHARES TR | $504,373 | 0.38% | 668 | 持平 |
| 24 | ABBV | ABBVIE INC | $456,336 | 0.35% | 1,826 | 增持 |
| 25 | ABT | ABBOTT LABORATORIES | $319,638 | 0.24% | 3,386 | 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