Investor's Fiduciary Advisor Network, LLC 13F 持仓 · 2026年Q2
Investor's Fiduciary Advisor Network 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 219 只证券，申报市值合计 2.94 亿美元。前几大持仓：AAPL（4.53%）、SCHD（4.28%）、MSFT（4.06%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.3M | 4.53% | 46,099 | 减持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $12.6M | 4.28% | 397,125 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $12.0M | 4.06% | 32,040 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $10.8M | 3.67% | 14,683 | 减持 |
| 5 | CAT | CATERPILLAR INC | $10.0M | 3.39% | 9,387 | 减持 |
| 6 | VTV | VANGUARD INDEX FDS | $7.5M | 2.55% | 34,405 | 增持 |
| 7 | BIL | SPDR SERIES TRUST | $7.3M | 2.48% | 79,637 | 增持 |
| 8 | AMZN | AMAZON COM INC | $6.6M | 2.23% | 27,599 | 减持 |
| 9 | VYM | VANGUARD WHITEHALL FDS | $5.4M | 1.84% | 34,378 | 减持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.1M | 1.72% | 10,125 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $4.5M | 1.54% | 22,727 | 减持 |
| 12 | ICOW | PACER FDS TR | $4.5M | 1.52% | 107,701 | 增持 |
| 13 | O | REALTY INCOME CORP | $4.2M | 1.43% | 67,764 | 减持 |
| 14 | SPYG | SPDR SERIES TRUST | $4.1M | 1.38% | 34,067 | 减持 |
| 15 | MRK | MERCK & CO INC | $4.0M | 1.37% | 31,358 | 减持 |
| 16 | RSPT | INVESCO EXCHANGE TRADED FD T | $3.6M | 1.23% | 56,334 | 增持 |
| 17 | QUAL | ISHARES TR | $3.6M | 1.21% | 16,220 | 减持 |
| 18 | VOO | VANGUARD INDEX FDS | $3.5M | 1.19% | 5,106 | 增持 |
| 19 | IQLT | ISHARES TR | $3.3M | 1.13% | 67,405 | 增持 |
| 20 | JQUA | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.11% | 45,021 | 减持 |
| 21 | XLK | SELECT SECTOR SPDR TR | $3.3M | 1.11% | 17,232 | 减持 |
| 22 | CALF | PACER FDS TR | $3.2M | 1.07% | 62,453 | 减持 |
| 23 | EVMO | MORGAN STANLEY ETF TRUST | $3.1M | 1.06% | 62,215 | 增持 |
| 24 | V | VISA INC | $3.1M | 1.05% | 8,992 | 减持 |
| 25 | BND | VANGUARD BD INDEX FDS | $3.1M | 1.04% | 41,907 | 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