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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
1IVVISHARES TR$21.8M13.29%29,754减持
2VEAVANGUARD TAX-MANAGED FDS$11.9M7.24%171,709增持
3AGGISHARES TR$10.2M6.22%103,176减持
4RAVIFLEXSHARES TR$10.0M6.09%132,435增持
5QQQINVESCO QQQ TR$9.1M5.55%12,656增持
6QUALISHARES TR$7.6M4.66%35,355增持
7TLTISHARES TR$6.8M4.17%79,099增持
8SLYGSPDR SERIES TRUST$5.8M3.51%49,303增持
9VIGVANGUARD SPECIALIZED FUNDS$5.8M3.51%24,707减持
10SLYVSPDR SERIES TRUST$5.6M3.43%52,529增持
11IGMISHARES TR$4.9M2.98%30,172增持
12SPIBSPDR SERIES TRUST$4.6M2.82%138,256减持
13VVVANGUARD INDEX FDS$4.3M2.60%13,407增持
14GOVTISHARES TR$4.0M2.41%173,991增持
15BNDXVANGUARD CHARLOTTE FDS$3.2M1.93%65,195减持
16SPGMSPDR INDEX SHS FDS$2.9M1.78%34,328减持
17ITAISHARES TR$2.4M1.46%10,234减持
18ANGLVANECK ETF TRUST$2.3M1.42%79,644减持
19IWNISHARES TR$2.1M1.30%9,909减持
20EFVISHARES TR$2.0M1.25%27,438减持
21VOVANGUARD INDEX FDS$2.0M1.19%23,965增持
22XLVSELECT SECTOR SPDR TR$1.9M1.18%12,266减持
23LQDISHARES TR$1.7M1.01%15,241增持
24XLKSELECT SECTOR SPDR TR$1.6M0.97%8,339增持
25XLUSELECT SECTOR SPDR TR$1.5M0.94%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