Global Financial Private Client, LLC 13F 持仓 · 2026年Q2
Global Financial Private Client 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 246 只证券，申报市值合计 3.69 亿美元。前几大持仓：SPY（4.92%）、AAPL（4.38%）、VOO（3.42%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $18.1M | 4.92% | 24,304 | 增持 |
| 2 | AAPL | APPLE INC | $16.2M | 4.38% | 55,861 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $12.6M | 3.42% | 18,336 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $7.3M | 1.98% | 19,540 | 增持 |
| 5 | GEV | GE VERNOVA INC | $6.6M | 1.78% | 5,596 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $6.5M | 1.77% | 32,664 | 增持 |
| 7 | SCHD | SCHWAB STRATEGIC TR | $5.9M | 1.60% | 185,729 | 增持 |
| 8 | CSCO | CISCO SYS INC | $5.9M | 1.59% | 50,002 | 增持 |
| 9 | LRCX | LAM RESEARCH CORP | $5.9M | 1.59% | 13,551 | 增持 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $5.6M | 1.52% | 23,617 | 增持 |
| 11 | MRK | MERCK & CO INC | $5.0M | 1.36% | 39,125 | 增持 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.9M | 1.34% | 10,317 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $4.9M | 1.33% | 14,938 | 增持 |
| 14 | CVX | CHEVRON CORPORATION | $4.7M | 1.28% | 28,551 | 增持 |
| 15 | XLSR | SSGA ACTIVE TR | $4.7M | 1.28% | 72,815 | 增持 |
| 16 | DFAC | DIMENSIONAL ETF TRUST | $4.7M | 1.27% | 105,652 | 增持 |
| 17 | VUG | VANGUARD INDEX FDS | $4.6M | 1.25% | 53,591 | 增持 |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $4.4M | 1.20% | 20,750 | 增持 |
| 19 | IVV | ISHARES TR | $4.2M | 1.15% | 5,647 | 增持 |
| 20 | AMZN | AMAZON COM INC | $4.2M | 1.13% | 17,413 | 增持 |
| 21 | BNY | BANK OF NY MELLON CORP | $4.1M | 1.12% | 28,557 | 增持 |
| 22 | VTWO | VANGUARD SCOTTSDALE FDS | $4.1M | 1.11% | 33,637 | 增持 |
| 23 | META | META PLATFORMS INC | $3.6M | 0.97% | 6,354 | 增持 |
| 24 | GOOGL | ALPHABET INC | $3.4M | 0.93% | 9,570 | 增持 |
| 25 | SPDW | SPDR INDEX SHS FDS | $3.4M | 0.91% | 66,732 | 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