Founders Financial Securities LLC 13F 持仓 · 2026年Q2
Founders Financial Securities 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 555 只证券,申报市值合计 19.52 亿美元。前几大持仓:SPYG(6.49%)、SPYV(4.75%)、DFAE(2.83%)。本季前 25 大持仓中:增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $126.7M | 6.49% | 1.1M | 增持 |
| 2 | SPYV | SPDR SERIES TRUST | $92.8M | 4.75% | 1.5M | 增持 |
| 3 | DFAE | DIMENSIONAL ETF TRUST | $55.3M | 2.83% | 1.4M | 减持 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $55.0M | 2.82% | 232,260 | 增持 |
| 5 | VO | VANGUARD INDEX FDS | $55.1M | 2.82% | 683,602 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $49.0M | 2.51% | 687,039 | 增持 |
| 7 | XLK | SELECT SECTOR SPDR TR | $44.9M | 2.30% | 235,900 | 增持 |
| 8 | IJR | ISHARES TR | $44.6M | 2.28% | 300,394 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $38.8M | 1.99% | 194,114 | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $33.4M | 1.71% | 733,356 | 增持 |
| 11 | AGG | ISHARES TR | $29.9M | 1.53% | 302,046 | 增持 |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $27.7M | 1.42% | 589,566 | 增持 |
| 13 | QQQ | INVESCO QQQ TR | $26.0M | 1.33% | 35,278 | 增持 |
| 14 | AAPL | APPLE INC | $25.8M | 1.32% | 89,227 | 增持 |
| 15 | IDEV | ISHARES TR | $25.3M | 1.30% | 284,074 | 减持 |
| 16 | IUSG | ISHARES TR | $23.1M | 1.18% | 122,713 | 增持 |
| 17 | VUG | VANGUARD INDEX FDS | $22.7M | 1.16% | 263,753 | 增持 |
| 18 | PYLD | PIMCO ETF TR | $18.9M | 0.97% | 713,179 | 增持 |
| 19 | XLI | SELECT SECTOR SPDR TR | $18.0M | 0.92% | 97,416 | 增持 |
| 20 | CGGR | CAPITAL GROUP GROWTH ETF | $16.9M | 0.87% | 358,394 | 增持 |
| 21 | IVVM | BLACKROCK ETF TRUST II | $16.2M | 0.83% | 437,284 | 减持 |
| 22 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $16.0M | 0.82% | 325,357 | 增持 |
| 23 | IEMG | ISHARES INC | $15.7M | 0.80% | 189,162 | 增持 |
| 24 | BIL | SPDR SERIES TRUST | $15.3M | 0.79% | 167,416 | 减持 |
| 25 | XLY | SELECT SECTOR SPDR TR | $14.8M | 0.76% | 125,976 | 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