Investment Planning Advisors, Inc. 13F 持仓 · 2026年Q2

Investment Planning Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 117 只证券，申报市值合计 4.32 亿美元。前几大持仓：SPYM（12.31%）、RWL（9.54%）、RSP（7.86%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。

排名	代码	公司	市值	占组合	股数	变动
1	SPYM	SPDR SERIES TRUST	$53.2M	12.31%	604,935	增持
2	RWL	INVESCO EXCH TRADED FD TR II	$41.2M	9.54%	322,460	增持
3	RSP	INVESCO EXCHANGE TRADED FD T	$34.0M	7.86%	159,611	增持
4	VCRB	VANGUARD MALVERN FDS	$31.1M	7.20%	402,406	增持
5	VXF	VANGUARD INDEX FDS	$31.0M	7.17%	125,832	增持
6	QQQM	INVESCO EXCH TRADED FD TR II	$30.7M	7.12%	101,440	增持
7	FRDM	EA SERIES TRUST	$30.0M	6.95%	411,418	减持
8	BOXX	EA SERIES TRUST	$18.8M	4.36%	160,622	新建仓
9	SCHF	SCHWAB STRATEGIC TR	$18.6M	4.31%	671,844	增持
10	BSV	VANGUARD BD INDEX FDS	$16.3M	3.76%	208,650	增持
11	FLOT	ISHARES TR	$11.9M	2.75%	232,202	增持
12	CGCP	CAPITAL GRP FIXED INCM ETF T	$7.6M	1.77%	343,021	增持
13	SPGM	SPDR INDEX SHS FDS	$6.2M	1.45%	72,890	增持
14	VNQ	VANGUARD INDEX FDS	$6.3M	1.45%	65,096	增持
15	JPEF	J P MORGAN EXCHANGE TRADED F	$5.3M	1.23%	65,993	增持
16	SPTM	SPDR SERIES TRUST	$4.4M	1.02%	48,323	减持
17	FMB	FIRST TR EXCH TRADED FD III	$4.0M	0.92%	77,540	增持
18	OAKM	HARRIS OAKMARK ETF TRUST	$3.4M	0.80%	122,307	增持
19	CGGR	CAPITAL GROUP GROWTH ETF	$3.1M	0.73%	66,409	减持
20	JMUB	J P MORGAN EXCHANGE TRADED F	$2.9M	0.68%	57,652	减持
21	VT	VANGUARD INTL EQUITY INDEX F	$2.9M	0.66%	18,206	增持
22	JPST	J P MORGAN EXCHANGE TRADED F	$2.5M	0.59%	50,416	增持
23	SEPI	SCM TRUST	$2.6M	0.59%	92,064	增持
24	SCMB	SCHWAB STRATEGIC TR	$2.3M	0.54%	90,645	减持
25	AAPL	APPLE INC	$2.0M	0.46%	6,808	增持

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