Gimbal Financial 13F 持仓 · 2026年Q2
Gimbal Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 1.63 亿美元。前几大持仓：IVV（18.58%）、IWM（17.68%）、LLY（10.11%）。本季前 25 大持仓中：新建仓 5 只、增持 4 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $30.2M | 18.58% | 40,370 | 增持 |
| 2 | IWM | ISHARES TR | $28.8M | 17.68% | 95,751 | 增持 |
| 3 | LLY | ELI LILLY & CO | $16.5M | 10.11% | 13,717 | 减持 |
| 4 | DGRO | ISHARES TR | $15.1M | 9.27% | 199,017 | 增持 |
| 5 | FHLC | FIDELITY COVINGTON TRUST | $14.3M | 8.78% | 184,965 | 新建仓 |
| 6 | XRT | SPDR SERIES TRUST | $11.4M | 7.03% | 130,301 | 新建仓 |
| 7 | IYT | ISHARES TR | $11.1M | 6.84% | 128,232 | 新建仓 |
| 8 | USRT | ISHARES TR | $10.2M | 6.27% | 153,565 | 新建仓 |
| 9 | RPG | INVESCO EXCHANGE TRADED FD T | $3.5M | 2.13% | 54,193 | 减持 |
| 10 | TXN | TEXAS INSTRS INC | $1.5M | 0.95% | 5,162 | 增持 |
| 11 | AAPL | APPLE INC | $1.0M | 0.64% | 3,614 | 减持 |
| 12 | JNJ | JOHNSON & JOHNSON | $960,683 | 0.59% | 3,783 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $941,510 | 0.58% | 2,524 | 减持 |
| 14 | FBT | FIRST TR EXCHANGE-TRADED FD | $890,669 | 0.55% | 3,593 | 新建仓 |
| 15 | CLMT | CALUMET INC | $884,111 | 0.54% | 24,545 | 持平 |
| 16 | GOOGL | ALPHABET INC | $866,380 | 0.53% | 2,424 | 减持 |
| 17 | WMT | WALMART INC | $834,979 | 0.51% | 7,372 | 减持 |
| 18 | ABBV | ABBVIE INC | $763,401 | 0.47% | 3,034 | 减持 |
| 19 | PTNQ | PACER FDS TR | $759,931 | 0.47% | 8,572 | 减持 |
| 20 | CSCO | CISCO SYS INC | $748,925 | 0.46% | 6,376 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $749,725 | 0.46% | 2,290 | 减持 |
| 22 | OEF | ISHARES TR | $711,053 | 0.44% | 1,943 | 减持 |
| 23 | PTLC | PACER FDS TR | $654,388 | 0.40% | 11,232 | 减持 |
| 24 | JPIN | J P MORGAN EXCHANGE TRADED F | $574,575 | 0.35% | 7,946 | 持平 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $494,312 | 0.30% | 662 | 减持 |
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