Foundry Financial Group, Inc. 13F 持仓 · 2026年Q2
Foundry Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 2.31 亿美元。前几大持仓：IVV（10.30%）、AVIV（7.44%）、DYNF（6.44%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $23.8M | 10.30% | 31,807 | 增持 |
| 2 | AVIV | AMERICAN CENTY ETF TR | $17.2M | 7.44% | 222,193 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $14.9M | 6.44% | 219,096 | 增持 |
| 4 | IUSG | ISHARES TR | $14.6M | 6.30% | 77,418 | 增持 |
| 5 | JGRO | J P MORGAN EXCHANGE TRADED F | $14.0M | 6.04% | 141,695 | 增持 |
| 6 | IEFA | ISHARES TR | $13.1M | 5.67% | 135,770 | 增持 |
| 7 | AVLV | AMERICAN CENTY ETF TR | $11.5M | 4.96% | 125,841 | 增持 |
| 8 | JTEK | J P MORGAN EXCHANGE TRADED F | $9.6M | 4.14% | 85,879 | 减持 |
| 9 | EMXC | ISHARES INC | $9.2M | 3.97% | 89,756 | 减持 |
| 10 | IEI | ISHARES TR | $9.1M | 3.95% | 77,844 | 增持 |
| 11 | IUSV | ISHARES TR | $9.1M | 3.92% | 82,226 | 增持 |
| 12 | PVAL | PUTNAM ETF TRUST | $8.7M | 3.78% | 171,370 | 增持 |
| 13 | AVSC | AMERICAN CENTY ETF TR | $8.2M | 3.56% | 112,200 | 增持 |
| 14 | HDV | ISHARES TR | $7.0M | 3.01% | 254,210 | 增持 |
| 15 | IEMG | ISHARES INC | $5.7M | 2.46% | 68,675 | 减持 |
| 16 | AIRR | FIRST TR EXCHANGE TRADED FD | $4.7M | 2.05% | 35,548 | 增持 |
| 17 | BINC | BLACKROCK ETF TRUST II | $3.2M | 1.39% | 61,310 | 增持 |
| 18 | MINT | PIMCO ETF TR | $3.0M | 1.28% | 29,266 | 增持 |
| 19 | PYLD | PIMCO ETF TR | $2.8M | 1.22% | 106,736 | 增持 |
| 20 | IBDS | ISHARES TR | $2.5M | 1.09% | 104,158 | 增持 |
| 21 | SHV | ISHARES TR | $2.4M | 1.06% | 22,184 | 增持 |
| 22 | CME | CME GROUP INC | $2.1M | 0.90% | 9,449 | 减持 |
| 23 | IBDT | ISHARES TR | $1.9M | 0.84% | 76,597 | 增持 |
| 24 | QUAL | ISHARES TR | $1.9M | 0.81% | 8,557 | 减持 |
| 25 | IBTI | ISHARES TR | $1.7M | 0.74% | 76,878 | 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