Highland Financial Advisors, LLC 13F 持仓 · 2026年Q2
Highland Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 4.55 亿美元。前几大持仓：SPYM（10.22%）、QQQM（9.95%）、AVUS（9.34%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $46.4M | 10.22% | 528,512 | 减持 |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $45.2M | 9.95% | 149,327 | 减持 |
| 3 | AVUS | AMERICAN CENTY ETF TR | $42.5M | 9.34% | 331,484 | 减持 |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $41.1M | 9.03% | 794,482 | 减持 |
| 5 | VONG | VANGUARD SCOTTSDALE FDS | $38.3M | 8.42% | 299,639 | 增持 |
| 6 | AVDE | AMERICAN CENTY ETF TR | $36.1M | 7.95% | 405,093 | 增持 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $24.9M | 5.47% | 199,471 | 减持 |
| 8 | AVIG | AMERICAN CENTY ETF TR | $24.6M | 5.42% | 594,740 | 增持 |
| 9 | AVSU | AMERICAN CENTY ETF TR | $15.5M | 3.41% | 175,042 | 增持 |
| 10 | IWF | ISHARES TR | $13.0M | 2.85% | 104,434 | 增持 |
| 11 | SGOV | ISHARES TR | $11.4M | 2.51% | 113,186 | 增持 |
| 12 | AVEM | AMERICAN CENTY ETF TR | $11.2M | 2.46% | 115,763 | 增持 |
| 13 | AVDV | AMERICAN CENTY ETF TR | $11.1M | 2.45% | 108,171 | 新建仓 |
| 14 | XCEM | COLUMBIA ETF TR II | $10.1M | 2.22% | 190,599 | 增持 |
| 15 | VTI | VANGUARD INDEX FDS | $9.9M | 2.19% | 26,872 | 增持 |
| 16 | IAU | ISHARES GOLD TR | $9.3M | 2.05% | 123,538 | 减持 |
| 17 | AVSD | AMERICAN CENTY ETF TR | $6.4M | 1.41% | 80,278 | 增持 |
| 18 | USXF | ISHARES TR | $5.4M | 1.18% | 77,452 | 增持 |
| 19 | SMIN | ISHARES TR | $4.0M | 0.88% | 56,378 | 增持 |
| 20 | GINN | GOLDMAN SACHS ETF TR | $3.7M | 0.80% | 46,412 | 减持 |
| 21 | SCHG | SCHWAB STRATEGIC TR | $3.3M | 0.72% | 96,624 | 减持 |
| 22 | XJR | ISHARES TR | $3.0M | 0.67% | 57,493 | 增持 |
| 23 | AVSE | AMERICAN CENTY ETF TR | $2.5M | 0.56% | 30,967 | 增持 |
| 24 | AAPL | APPLE INC | $2.2M | 0.49% | 7,679 | 增持 |
| 25 | MEAR | ISHARES U S ETF TR | $2.1M | 0.46% | 41,490 | 增持 |
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