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First Business Financial Services, Inc. 13F 持仓 · 2026年Q2

First Business Financial Services 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 201 只证券,申报市值合计 12.89 亿美元。前几大持仓:VTI(22.81%)、IEFA(11.74%)、IWF(7.05%)。本季前 25 大持仓中:增持 17 只、减持 6 只。

排名代码公司市值占组合股数变动
1VTIVanguard Total Stock Market ET$294.1M22.81%794,853减持
2IEFAiShares Core MSCI EAFE ETF$151.4M11.74%1.6M增持
3IWFiShares Russell 1000 Growth ET$90.9M7.05%731,884增持
4IJRiShares Core S&P Small-Cap ETF$74.5M5.77%502,002增持
5IWDiShares Russell 1000 Value ETF$64.4M5.00%265,835减持
6DGROiShares Core Dividend Growth$63.6M4.93%839,061增持
7IJHiShares Core S&P Mid-Cap ETF$54.9M4.26%711,692增持
8AGGiShares Core US Aggregate Bond$38.5M2.98%388,636增持
9SPYState Street SPDR S&P 500 ETF$32.6M2.53%43,684减持
10FBIZFirst Business Financial Servi$21.5M1.67%340,189减持
11NVDANvidia Corp$20.5M1.59%102,546增持
12JPSTJPMorgan Ultra-Short Income ET$18.4M1.43%363,803增持
13AAPLApple Inc$17.3M1.35%59,954增持
14AVGOBroadcom Inc$15.6M1.21%41,248减持
15GOOGLAlphabet Inc Cap Stk Cl A$15.6M1.21%43,589增持
16CIENCiena Corp$14.1M1.10%28,808减持
17LRCXLam Research Corporation$14.1M1.09%32,515增持
18JPMJPMorgan Chase & Co$11.8M0.92%36,121增持
19ANETArista Networks Inc$11.7M0.91%68,750增持
20PWRQuanta Services Inc$11.2M0.87%15,594增持
21LLYLilly Eli Co$8.0M0.62%6,642增持
22VTIPVanguard Short-Term Inflation$7.5M0.59%150,171增持
23MSFTMicrosoft Corp$7.0M0.54%18,644增持
24MTUMiShares Edge MSCI USA Momentum$7.0M0.54%20,335持平
25XLKState Street Technology Select$7.0M0.54%36,498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