Holistic Financial Partners 13F 持仓 · 2026年Q2
Holistic Financial Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 1.64 亿美元。前几大持仓：LLY（14.19%）、IWF（6.13%）、SCHF（5.80%）。本季前 25 大持仓中：增持 1 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $23.2M | 14.19% | 19,363 | 减持 |
| 2 | IWF | ISHARES TR | $10.0M | 6.13% | 80,797 | 增持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $9.5M | 5.80% | 342,413 | 减持 |
| 4 | FTA | FIRST TR EXCHANGE-TRADED ALP | $7.6M | 4.63% | 78,335 | 减持 |
| 5 | FVD | FIRST TR EXCHANGE-TRADED FD | $7.0M | 4.26% | 144,711 | 减持 |
| 6 | FTCS | FIRST TR EXCHANGE-TRADED FD | $6.1M | 3.73% | 65,013 | 减持 |
| 7 | IWD | ISHARES TR | $4.4M | 2.71% | 18,284 | 减持 |
| 8 | FDN | FIRST TR EXCHANGE-TRADED FD | $4.3M | 2.64% | 16,325 | 减持 |
| 9 | IWM | ISHARES TR | $4.3M | 2.64% | 14,373 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $4.2M | 2.58% | 12,899 | 减持 |
| 11 | UCON | FIRST TR EXCHNG TRADED FD VI | $4.2M | 2.56% | 168,531 | 减持 |
| 12 | QTEC | FIRST TR EXCHANGE-TRADED FD | $3.5M | 2.12% | 10,350 | 减持 |
| 13 | AAPL | APPLE INC | $3.2M | 1.97% | 11,117 | 减持 |
| 14 | FJP | FIRST TR EXCH TRD ALPHDX FD | $3.2M | 1.95% | 41,735 | 减持 |
| 15 | FBT | FIRST TR EXCHANGE-TRADED FD | $2.7M | 1.68% | 11,074 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $2.7M | 1.68% | 13,719 | 减持 |
| 17 | LALT | FIRST TR EXCHNG TRADED FD VI | $2.6M | 1.57% | 107,034 | 减持 |
| 18 | LGOV | FIRST TR EXCHANGE-TRADED FD | $2.4M | 1.48% | 113,218 | 减持 |
| 19 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.4M | 1.47% | 29,758 | 减持 |
| 20 | IAU | ISHARES GOLD TR | $2.3M | 1.40% | 30,322 | 持平 |
| 21 | SPYM | SPDR SERIES TRUST | $2.3M | 1.40% | 25,989 | 持平 |
| 22 | AVGO | BROADCOM INC | $2.1M | 1.26% | 5,441 | 减持 |
| 23 | AMZN | AMAZON COM INC | $2.0M | 1.22% | 8,347 | 减持 |
| 24 | SCHE | SCHWAB STRATEGIC TR | $2.0M | 1.21% | 54,589 | 减持 |
| 25 | FXH | FIRST TR EXCHANGE-TRADED FD | $1.9M | 1.14% | 15,279 | 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