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IFG Advisory, LLC 13F 持仓 · 2026年Q2

IFG Advisory 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 2,358 只证券,申报市值合计 28.55 亿美元。前几大持仓:SPY(2.33%)、QQQ(2.25%)、VOO(1.91%)。本季前 25 大持仓中:新建仓 6 只、增持 19 只。

排名代码公司市值占组合股数变动
1SPYSTATE STR SPDR S&P 500 ETF T$66.5M2.33%89,112增持
2QQQINVESCO QQQ TR$64.2M2.25%87,170增持
3VOOVANGUARD INDEX FDS$54.5M1.91%79,327增持
4VTIVANGUARD INDEX FDS$50.2M1.76%135,721增持
5AAPLAPPLE INC$49.0M1.72%169,385增持
6DFACDIMENSIONAL ETF TRUST$44.0M1.54%991,731增持
7SPYMSPDR SERIES TRUST$40.0M1.40%455,449增持
8VYMVANGUARD WHITEHALL FDS$36.9M1.29%233,299增持
9NOBLPROSHARES TR$33.8M1.18%602,176新建仓
10NVDANVIDIA CORPORATION$33.6M1.18%167,844增持
11SPYGSPDR SERIES TRUST$28.7M1.01%241,209增持
12FTCSFIRST TR EXCHANGE-TRADED FD$26.5M0.93%282,233增持
13IEFAISHARES TR$25.8M0.90%267,138新建仓
14VIGVANGUARD SPECIALIZED FUNDS$24.8M0.87%104,996新建仓
15OMFLINVESCO EXCH TRD SLF IDX FD$24.6M0.86%359,396增持
16DFAXDIMENSIONAL ETF TRUST$23.0M0.81%624,247增持
17AVGOBROADCOM INC$20.7M0.73%54,858增持
18RDVYFIRST TR EXCHANGE TRADED FD$20.0M0.70%246,860新建仓
19FVDFIRST TR EXCHANGE-TRADED FD$19.5M0.68%405,748增持
20MSFTMICROSOFT CORP$19.1M0.67%51,180增持
21VUGVANGUARD INDEX FDS$19.0M0.67%220,812增持
22VTVVANGUARD INDEX FDS$18.3M0.64%83,946增持
23TBLLINVESCO EXCH TRADED FD TR II$17.5M0.61%165,867新建仓
24BUFRFIRST TR EXCHNG TRADED FD VI$16.7M0.58%456,298增持
25DIASTATE STR SPDR DOW JONES IND$16.6M0.58%31,709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