Forge Financial Services LLC 13F 持仓 · 2026年Q2

Forge Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 36 只证券，申报市值合计 11.61 亿美元。前几大持仓：CGDV（24.14%）、CGGR（22.43%）、CGGO（20.97%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 15 只。

排名	代码	公司	市值	占组合	股数	变动
1	CGDV	CAPITAL GROUP DIVIDEND VALUE	$280.2M	24.14%	5.7M	增持
2	CGGR	CAPITAL GROUP GROWTH ETF	$260.4M	22.43%	5.5M	增持
3	CGGO	CAPITAL GROUP GBL GROWTH EQT	$243.5M	20.97%	5.8M	减持
4	CGBL	CAPITAL GROUP CORE BALANCED	$145.9M	12.56%	3.8M	增持
5	BUFZ	FIRST TR EXCHNG TRADED FD VI	$118.9M	10.24%	4.3M	增持
6	QQQM	INVESCO EXCH TRADED FD TR II	$20.2M	1.74%	66,774	减持
7	CGUS	CAPITAL GROUP CORE EQUITY ET	$19.2M	1.66%	432,535	减持
8	RSP	INVESCO EXCHANGE TRADED FD T	$17.7M	1.52%	83,129	减持
9	TCAF	T ROWE PRICE EXCHANGE-TRADED	$12.6M	1.09%	306,884	减持
10	JHMM	JOHN HANCOCK EXCHANGE TRADED	$7.1M	0.61%	94,501	减持
11	PWB	INVESCO EXCHANGE TRADED FD T	$6.6M	0.57%	38,987	减持
12	XMHQ	INVESCO EXCHANGE TRADED FD T	$6.0M	0.52%	53,091	减持
13	RWL	INVESCO EXCH TRADED FD TR II	$4.8M	0.41%	37,639	减持
14	FDL	FIRST TR EXCHANGE-TRADED FD	$3.0M	0.26%	61,258	减持
15	FTCS	FIRST TR EXCHANGE-TRADED FD	$2.8M	0.24%	29,867	减持
16	CGCP	CAPITAL GRP FIXED INCM ETF T	$2.4M	0.21%	109,496	减持
17	BUFR	FIRST TR EXCHNG TRADED FD VI	$1.8M	0.15%	48,797	增持
18	TUSI	TOUCHSTONE ETF TRUST	$1.4M	0.12%	53,967	增持
19	CGMM	CAPITAL GROUP EQUITY ETF TR	$1.2M	0.10%	35,646	减持
20	UPS	UNITED PARCEL SVCS INC	$756,585	0.07%	7,038	持平
21	BRKB	BERKSHIRE HATHAWAY INC DEL	$608,474	0.05%	1,216	持平
22	AMZN	AMAZON COM INC	$493,841	0.04%	2,072	持平
23	ARKK	ARK ETF TR	$405,151	0.03%	5,013	减持
24	PM	PHILIP MORRIS INTL INC	$345,617	0.03%	1,910	减持
25	AVUV	AMERICAN CENTY ETF TR	$204,482	0.02%	1,639	新建仓

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