Interactive Financial Advisors, Inc. 13F 持仓 · 2026年Q2
Interactive Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 74 只证券,申报市值合计 1.64 亿美元。前几大持仓:IVV(13.29%)、VEA(7.24%)、AGG(6.22%)。本季前 25 大持仓中:增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $21.8M | 13.29% | 29,754 | 减持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $11.9M | 7.24% | 171,709 | 增持 |
| 3 | AGG | ISHARES TR | $10.2M | 6.22% | 103,176 | 减持 |
| 4 | RAVI | FLEXSHARES TR | $10.0M | 6.09% | 132,435 | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $9.1M | 5.55% | 12,656 | 增持 |
| 6 | QUAL | ISHARES TR | $7.6M | 4.66% | 35,355 | 增持 |
| 7 | TLT | ISHARES TR | $6.8M | 4.17% | 79,099 | 增持 |
| 8 | SLYG | SPDR SERIES TRUST | $5.8M | 3.51% | 49,303 | 增持 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $5.8M | 3.51% | 24,707 | 减持 |
| 10 | SLYV | SPDR SERIES TRUST | $5.6M | 3.43% | 52,529 | 增持 |
| 11 | IGM | ISHARES TR | $4.9M | 2.98% | 30,172 | 增持 |
| 12 | SPIB | SPDR SERIES TRUST | $4.6M | 2.82% | 138,256 | 减持 |
| 13 | VV | VANGUARD INDEX FDS | $4.3M | 2.60% | 13,407 | 增持 |
| 14 | GOVT | ISHARES TR | $4.0M | 2.41% | 173,991 | 增持 |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $3.2M | 1.93% | 65,195 | 减持 |
| 16 | SPGM | SPDR INDEX SHS FDS | $2.9M | 1.78% | 34,328 | 减持 |
| 17 | ITA | ISHARES TR | $2.4M | 1.46% | 10,234 | 减持 |
| 18 | ANGL | VANECK ETF TRUST | $2.3M | 1.42% | 79,644 | 减持 |
| 19 | IWN | ISHARES TR | $2.1M | 1.30% | 9,909 | 减持 |
| 20 | EFV | ISHARES TR | $2.0M | 1.25% | 27,438 | 减持 |
| 21 | VO | VANGUARD INDEX FDS | $2.0M | 1.19% | 23,965 | 增持 |
| 22 | XLV | SELECT SECTOR SPDR TR | $1.9M | 1.18% | 12,266 | 减持 |
| 23 | LQD | ISHARES TR | $1.7M | 1.01% | 15,241 | 增持 |
| 24 | XLK | SELECT SECTOR SPDR TR | $1.6M | 0.97% | 8,339 | 增持 |
| 25 | XLU | SELECT SECTOR SPDR TR | $1.5M | 0.94% | 33,878 | 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