Greenberg Financial Group 13F 持仓 · 最近申报 2025年Q4
Greenberg Financial Group 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 2.43 亿美元。前几大持仓：SPY（14.89%）、QQQ（8.94%）、RSP（5.65%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $36.2M | 14.89% | 53,028 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $21.7M | 8.94% | 35,344 | 增持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $13.7M | 5.65% | 71,618 | 减持 |
| 4 | DIA | SPDR DOW JONES INDL AVERAGE | $10.4M | 4.30% | 21,732 | 增持 |
| 5 | AAPL | APPLE INC | $10.4M | 4.27% | 38,135 | 减持 |
| 6 | IWM | ISHARES TR | $9.9M | 4.06% | 40,023 | 增持 |
| 7 | IJH | ISHARES TR | $9.7M | 4.01% | 147,594 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $9.6M | 3.94% | 19,777 | 减持 |
| 9 | DVY | ISHARES TR | $9.0M | 3.73% | 64,112 | 减持 |
| 10 | VYM | VANGUARD WHITEHALL FDS | $7.9M | 3.27% | 55,329 | 增持 |
| 11 | PFF | ISHARES TR | $7.4M | 3.06% | 239,794 | 减持 |
| 12 | TLT | ISHARES TR | $6.6M | 2.73% | 75,971 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $6.3M | 2.58% | 33,562 | 减持 |
| 14 | ROP | ROPER TECHNOLOGIES INC | $6.0M | 2.46% | 13,411 | 增持 |
| 15 | VTV | VANGUARD INDEX FDS | $5.9M | 2.42% | 30,779 | 减持 |
| 16 | SDY | SPDR SERIES TRUST | $3.1M | 1.30% | 22,603 | 减持 |
| 17 | SPYD | SPDR SERIES TRUST | $2.6M | 1.06% | 59,759 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $2.4M | 0.97% | 7,016 | 增持 |
| 19 | RTX | RTX CORPORATION | $2.3M | 0.95% | 12,613 | 增持 |
| 20 | CHY | CALAMOS CONV & HIGH INCOME F | $2.3M | 0.94% | 201,222 | 增持 |
| 21 | SBUX | STARBUCKS CORP | $2.2M | 0.93% | 26,690 | 增持 |
| 22 | SPSB | SPDR SERIES TRUST | $2.3M | 0.93% | 74,531 | 减持 |
| 23 | VCSH | VANGUARD SCOTTSDALE FDS | $2.3M | 0.93% | 28,359 | 减持 |
| 24 | ISTB | ISHARES TR | $2.2M | 0.92% | 46,000 | 减持 |
| 25 | META | META PLATFORMS INC | $2.2M | 0.90% | 3,319 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
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