IFG Advisors, LLC 13F 持仓 · 2026年Q2
IFG Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 165 只证券,申报市值合计 7.25 亿美元。前几大持仓:SPY(12.47%)、VOO(10.62%)、IJR(7.70%)。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 | SPY | STATE STR SPDR S&P 500 ETF T | $90.5M | 12.47% | 121,150 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $77.1M | 10.62% | 112,189 | 增持 |
| 3 | IJR | ISHARES TR | $55.9M | 7.70% | 376,578 | 增持 |
| 4 | EFA | ISHARES TR | $51.3M | 7.07% | 493,375 | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $47.3M | 6.53% | 64,281 | 减持 |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $37.3M | 5.15% | 123,215 | 增持 |
| 7 | MDY | STATE STR SPDR S&P MIDCAP 40 | $30.9M | 4.26% | 43,944 | 减持 |
| 8 | IJH | ISHARES TR | $24.9M | 3.43% | 322,816 | 增持 |
| 9 | AAPL | APPLE INC | $19.8M | 2.73% | 68,323 | 增持 |
| 10 | ICF | ISHARES TR | $15.7M | 2.16% | 231,471 | 减持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $13.9M | 1.91% | 194,702 | 增持 |
| 12 | VYM | VANGUARD WHITEHALL FDS | $13.7M | 1.89% | 86,797 | 增持 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $13.3M | 1.83% | 222,382 | 减持 |
| 14 | MU | MICRON TECHNOLOGY INC | $11.0M | 1.52% | 9,542 | 减持 |
| 15 | VSS | VANGUARD INTL EQUITY INDEX F | $10.9M | 1.50% | 70,424 | 增持 |
| 16 | BSV | VANGUARD BD INDEX FDS | $10.3M | 1.42% | 131,806 | 增持 |
| 17 | BIV | VANGUARD BD INDEX FDS | $10.2M | 1.40% | 132,427 | 增持 |
| 18 | SCZ | ISHARES TR | $8.2M | 1.13% | 99,986 | 减持 |
| 19 | DFAC | DIMENSIONAL ETF TRUST | $7.9M | 1.09% | 177,675 | 增持 |
| 20 | DVY | ISHARES TR | $7.0M | 0.97% | 44,952 | 减持 |
| 21 | CTAS | CINTAS CORP | $6.7M | 0.92% | 39,118 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $6.4M | 0.88% | 31,931 | 增持 |
| 23 | DIA | STATE STR SPDR DOW JONES IND | $6.2M | 0.85% | 11,796 | 增持 |
| 24 | VB | VANGUARD INDEX FDS | $5.6M | 0.77% | 18,360 | 减持 |
| 25 | USHY | ISHARES TR | $5.5M | 0.76% | 149,025 | 新建仓 |
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