Holcombe Financial, Inc. 13F 持仓 · 2026年Q2
Holcombe Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 51 只证券，申报市值合计 1.77 亿美元。前几大持仓：AAPL（14.03%）、SCHO（13.98%）、OVLH（8.37%）。本季前 25 大持仓中：增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $24.9M | 14.03% | 85,896 | 减持 |
| 2 | SCHO | SCHWAB STRATEGIC TR | $24.8M | 13.98% | 1.0M | 减持 |
| 3 | OVLH | LISTED FDS TR | $14.8M | 8.37% | 354,916 | 增持 |
| 4 | SCHR | SCHWAB STRATEGIC TR | $12.5M | 7.05% | 506,177 | 减持 |
| 5 | DBND | DOUBLELINE ETF TRUST | $12.2M | 6.91% | 268,537 | 增持 |
| 6 | OVT | LISTED FDS TR | $11.7M | 6.58% | 534,387 | 增持 |
| 7 | STIP | ISHARES TR | $11.7M | 6.58% | 114,138 | 减持 |
| 8 | AVDE | AMERICAN CENTY ETF TR | $7.7M | 4.35% | 86,377 | 减持 |
| 9 | IQDF | FLEXSHARES TR | $6.6M | 3.75% | 192,353 | 增持 |
| 10 | AVUS | AMERICAN CENTY ETF TR | $6.2M | 3.51% | 48,551 | 增持 |
| 11 | DCRE | DOUBLELINE ETF TRUST | $6.1M | 3.46% | 118,379 | 减持 |
| 12 | PFIX | SIMPLIFY EXCHANGE TRADED FUN | $4.3M | 2.43% | 99,238 | 减持 |
| 13 | AVUV | AMERICAN CENTY ETF TR | $3.8M | 2.14% | 30,396 | 增持 |
| 14 | SLVR | SPROTT FDS TR | $2.6M | 1.49% | 52,494 | 增持 |
| 15 | AVDV | AMERICAN CENTY ETF TR | $2.4M | 1.34% | 22,980 | 增持 |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.27% | 3 | 持平 |
| 17 | WMT | WALMART INC | $1.6M | 0.91% | 14,176 | 减持 |
| 18 | PPLT | ABRDN PLATINUM ETF TRUST | $1.5M | 0.86% | 108,058 | 增持 |
| 19 | XOM | EXXON MOBIL CORP | $1.4M | 0.79% | 10,194 | 持平 |
| 20 | ONT | ONTERRIS INC | $1.3M | 0.72% | 63,221 | 增持 |
| 21 | JPM | JPMORGAN CHASE & CO | $1.1M | 0.63% | 3,408 | 增持 |
| 22 | GOOG | ALPHABET INC | $1.0M | 0.57% | 2,882 | 持平 |
| 23 | GOOGL | ALPHABET INC | $1.0M | 0.57% | 2,815 | 增持 |
| 24 | GDXJ | VANECK ETF TRUST | $847,137 | 0.48% | 8,622 | 增持 |
| 25 | SGDJ | SPROTT ETF TRUST | $833,261 | 0.47% | 11,048 | 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