Gladwyn Financial Advisors, Inc. 13F 持仓 · 2026年Q3
Gladwyn Financial Advisors 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 81 只证券,申报市值合计 1.57 亿美元。前几大持仓:VBK(7.75%)、VBR(7.58%)、VOE(7.54%)。本季前 25 大持仓中:增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VBK | VANGUARD INDEX FDS | $12.1M | 7.75% | 35,915 | 增持 |
| 2 | VBR | VANGUARD INDEX FDS | $11.9M | 7.58% | 51,362 | 减持 |
| 3 | VOE | VANGUARD INDEX FDS | $11.8M | 7.54% | 60,385 | 减持 |
| 4 | VOT | VANGUARD INDEX FDS | $11.6M | 7.41% | 39,723 | 减持 |
| 5 | MGK | VANGUARD WORLD FD | $9.7M | 6.20% | 104,735 | 减持 |
| 6 | MGV | VANGUARD WORLD FD | $9.6M | 6.12% | 59,508 | 减持 |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | $7.7M | 4.92% | 49,674 | 增持 |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $7.3M | 4.67% | 123,240 | 减持 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $6.0M | 3.83% | 72,267 | 减持 |
| 10 | VCSH | VANGUARD SCOTTSDALE FDS | $5.2M | 3.32% | 67,226 | 增持 |
| 11 | DBC | INVESCO DB COMMDY INDX TRCK | $5.2M | 3.31% | 160,298 | 减持 |
| 12 | BSV | VANGUARD BD INDEX FDS | $5.0M | 3.21% | 65,820 | 增持 |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $4.9M | 3.14% | 62,846 | 增持 |
| 14 | VGLT | VANGUARD SCOTTSDALE FDS | $4.9M | 3.11% | 97,104 | 增持 |
| 15 | IEI | ISHARES TR | $4.8M | 3.04% | 41,993 | 增持 |
| 16 | HYG | ISHARES TR | $3.6M | 2.29% | 46,436 | 增持 |
| 17 | PDBC | INVESCO ACTVELY MNGD ETC FD | $3.6M | 2.29% | 186,021 | 减持 |
| 18 | CEMB | ISHARES INC | $3.6M | 2.27% | 80,863 | 增持 |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $2.6M | 1.65% | 55,118 | 增持 |
| 20 | EMB | ISHARES TR | $2.6M | 1.63% | 28,099 | 增持 |
| 21 | VWOB | VANGUARD WHITEHALL FDS | $2.5M | 1.62% | 40,148 | 增持 |
| 22 | LQD | ISHARES TR | $2.5M | 1.61% | 24,659 | 增持 |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $2.1M | 1.33% | 2,726 | 减持 |
| 24 | GD | GENERAL DYNAMICS CORP | $2.0M | 1.27% | 6,011 | 持平 |
| 25 | VTV | VANGUARD INDEX FDS | $1.4M | 0.91% | 6,611 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
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