Hibernia Wealth Partners, LLC 13F 持仓 · 2026年Q2
Hibernia Wealth Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 82 只证券,申报市值合计 1.85 亿美元。前几大持仓:BIL(12.69%)、SPY(12.02%)、DIVO(10.92%)。本季前 25 大持仓中:增持 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $23.4M | 12.69% | 255,781 | 减持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $22.2M | 12.02% | 29,722 | 减持 |
| 3 | DIVO | AMPLIFY ETF TR | $20.2M | 10.92% | 441,039 | 减持 |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | $18.0M | 9.73% | 491,874 | 减持 |
| 5 | XLSR | SSGA ACTIVE TR | $14.3M | 7.74% | 220,453 | 减持 |
| 6 | FISR | SSGA ACTIVE TR | $10.5M | 5.68% | 409,212 | 减持 |
| 7 | JNK | SPDR SERIES TRUST | $7.0M | 3.80% | 72,824 | 减持 |
| 8 | SPSM | SPDR SERIES TRUST | $5.5M | 2.99% | 95,843 | 减持 |
| 9 | GLD | SPDR GOLD TR | $4.6M | 2.48% | 12,438 | 减持 |
| 10 | BILS | SPDR SERIES TRUST | $4.3M | 2.31% | 42,906 | 减持 |
| 11 | SPMD | SPDR SERIES TRUST | $3.1M | 1.67% | 45,633 | 减持 |
| 12 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.60% | 48,176 | 减持 |
| 13 | QQQ | INVESCO QQQ TR | $2.9M | 1.55% | 3,886 | 减持 |
| 14 | SPIB | SPDR SERIES TRUST | $2.6M | 1.41% | 77,707 | 减持 |
| 15 | USMV | ISHARES TR | $2.6M | 1.40% | 26,758 | 减持 |
| 16 | EBND | SPDR SERIES TRUST | $2.2M | 1.19% | 105,435 | 减持 |
| 17 | XOM | EXXON MOBIL CORP | $2.0M | 1.11% | 14,983 | 增持 |
| 18 | TIPX | SPDR SERIES TRUST | $1.9M | 1.03% | 100,721 | 减持 |
| 19 | SPDW | SPDR INDEX SHS FDS | $1.9M | 1.01% | 36,901 | 减持 |
| 20 | SRLN | SSGA ACTIVE ETF TR | $1.8M | 0.95% | 43,629 | 减持 |
| 21 | EMHC | SPDR SERIES TRUST | $1.7M | 0.92% | 66,761 | 减持 |
| 22 | AGG | ISHARES TR | $1.5M | 0.79% | 14,824 | 增持 |
| 23 | AAPL | APPLE INC | $1.1M | 0.62% | 3,960 | 减持 |
| 24 | IFRA | ISHARES TR | $1.1M | 0.57% | 16,713 | 减持 |
| 25 | SMLF | ISHARES TR | $1.1M | 0.57% | 11,794 | 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