IF Advisors, LLC 13F 持仓 · 2026年Q2
IF Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 60 只证券,申报市值合计 1.52 亿美元。前几大持仓:VV(12.01%)、VEA(10.69%)、VO(7.64%)。本季前 25 大持仓中:增持 17 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Index Funds | $18.3M | 12.01% | 53,135 | 增持 |
| 2 | VEA | Vanguard Index Funds | $16.3M | 10.69% | 228,160 | 增持 |
| 3 | VO | Vanguard Index Funds | $11.6M | 7.64% | 144,156 | 增持 |
| 4 | VWO | Vanguard Index Funds | $8.3M | 5.42% | 138,230 | 增持 |
| 5 | BRKB | Berkshire Hathaway Inc Del | $5.9M | 3.87% | 11,774 | 增持 |
| 6 | VTV | Vanguard Index Funds | $5.8M | 3.84% | 26,830 | 减持 |
| 7 | BND | Vanguard Bond Index Funds | $5.5M | 3.63% | 75,219 | 增持 |
| 8 | EFV | iShares Trust | $5.4M | 3.55% | 70,505 | 增持 |
| 9 | VB | Vanguard Index Funds | $5.4M | 3.52% | 17,683 | 增持 |
| 10 | VTI | Vanguard Index Funds | $4.9M | 3.20% | 13,152 | 增持 |
| 11 | AVUV | American Century ETF Trust | $4.5M | 2.98% | 36,284 | 增持 |
| 12 | IEI | iShares Trust | $4.2M | 2.77% | 35,882 | 增持 |
| 13 | VNQ | Vanguard Specialized Funds | $4.0M | 2.66% | 41,960 | 增持 |
| 14 | SCHX | Schwab Strategic Trust | $4.0M | 2.62% | 135,481 | 增持 |
| 15 | JMST | JPMorgan Trust I | $3.5M | 2.31% | 69,000 | 减持 |
| 16 | SCHF | Schwab Strategic Trust | $3.5M | 2.28% | 125,262 | 增持 |
| 17 | SCHA | Schwab Strategic Trust | $3.0M | 1.97% | 83,149 | 持平 |
| 18 | SHY | iShares Trust | $3.0M | 1.95% | 36,199 | 增持 |
| 19 | AVLV | American Century ETF Trust | $2.7M | 1.80% | 30,094 | 增持 |
| 20 | JAAA | Janus Detroit Street Trust | $2.4M | 1.59% | 47,950 | 增持 |
| 21 | VBR | Vanguard Index Funds | $2.3M | 1.51% | 9,464 | 减持 |
| 22 | SUB | iShares Trust | $2.0M | 1.33% | 19,000 | 减持 |
| 23 | VTES | Vanguard Municipal Bond Funds | $2.0M | 1.29% | 19,400 | 减持 |
| 24 | SCHM | Schwab Strategic Trust | $1.8M | 1.21% | 50,042 | 持平 |
| 25 | IWM | iShares Trust | $1.8M | 1.20% | 6,088 | 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