Financially Speaking Inc 13F 持仓 · 2026年Q2
Financially Speaking 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 103 只证券，申报市值合计 2,059.00 万美元。前几大持仓：JPST（36.64%）、FLDR（36.61%）、PLTR（3.68%）。本季前 25 大持仓中：增持 1 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $7.5M | 36.64% | 149,073 | 持平 |
| 2 | FLDR | FIDELITY MERRIMACK STR TR | $7.5M | 36.61% | 150,614 | 增持 |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $757,146 | 3.68% | 5,176 | 持平 |
| 4 | SDY | SPDR SERIES TRUST | $449,817 | 2.18% | 3,082 | 持平 |
| 5 | NVDA | NVIDIA CORPORATION | $438,616 | 2.13% | 2,515 | 持平 |
| 6 | XOM | EXXON MOBIL CORP | $348,143 | 1.69% | 2,052 | 持平 |
| 7 | XEL | XCEL ENERGY INC | $302,485 | 1.47% | 3,808 | 持平 |
| 8 | JNJ | JOHNSON & JOHNSON | $217,797 | 1.06% | 891 | 持平 |
| 9 | MDT | MEDTRONIC PLC | $213,853 | 1.04% | 2,468 | 持平 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $204,269 | 0.99% | 205 | 持平 |
| 11 | RTX | RTX CORPORATION | $198,109 | 0.96% | 1,027 | 持平 |
| 12 | MO | ALTRIA GROUP INC | $188,072 | 0.91% | 2,850 | 持平 |
| 13 | OXY | OCCIDENTAL PETE CORP | $120,091 | 0.58% | 1,848 | 持平 |
| 14 | USB | US BANCORP | $114,839 | 0.56% | 2,208 | 持平 |
| 15 | GOOGL | ALPHABET INC | $110,136 | 0.53% | 383 | 持平 |
| 16 | MCD | MCDONALDS CORP | $90,751 | 0.44% | 292 | 持平 |
| 17 | AAPL | APPLE INC | $81,715 | 0.40% | 322 | 持平 |
| 18 | TT | TRANE TECHNOLOGIES PLC | $83,348 | 0.40% | 200 | 持平 |
| 19 | PSX | PHILLIPS 66 | $79,325 | 0.39% | 435 | 持平 |
| 20 | JTEK | J P MORGAN EXCHANGE TRADED F | $73,177 | 0.36% | 920 | 持平 |
| 21 | LIN | LINDE PLC | $69,407 | 0.34% | 140 | 持平 |
| 22 | SCHB | SCHWAB STRATEGIC TR | $69,377 | 0.34% | 2,764 | 减持 |
| 23 | LII | LENNOX INTL INC | $61,730 | 0.30% | 133 | 持平 |
| 24 | ROST | ROSS STORES INC | $61,523 | 0.30% | 284 | 持平 |
| 25 | VZ | VERIZON COMMUNICATIONS INC | $61,244 | 0.30% | 1,220 | 持平 |
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