Jaffetilchin Investment Partners, LLC 13F 持仓 · 2026年Q1
Jaffetilchin Investment Partners 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 461 只证券，申报市值合计 16.81 亿美元。前几大持仓：ITOT（5.69%）、AAPL（4.99%）、SCHX（3.93%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF | $95.7M | 5.69% | 671,625 | 减持 |
| 2 | AAPL | APPLE INC COM | $83.9M | 4.99% | 330,621 | 减持 |
| 3 | SCHX | SCHWAB U S LARGE-CAP ETF | $66.1M | 3.93% | 2.6M | 增持 |
| 4 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $65.4M | 3.89% | 203,875 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION COM | $63.9M | 3.80% | 366,535 | 减持 |
| 6 | VV | VANGUARD LARGE-CAP ETF | $61.0M | 3.63% | 204,185 | 增持 |
| 7 | DJAN | FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $51.3M | 3.06% | 1.2M | 增持 |
| 8 | QQQ | INVESCO QQQ TRUST SERIES I | $42.3M | 2.52% | 73,275 | 增持 |
| 9 | FBND | FIDELITY TOTAL BOND ETF | $38.1M | 2.27% | 835,374 | 增持 |
| 10 | SCHB | SCHWAB U S BROAD MARKET ETF | $33.9M | 2.02% | 1.4M | 减持 |
| 11 | TSLA | TESLA INC COM | $32.8M | 1.95% | 88,179 | 减持 |
| 12 | SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $31.5M | 1.87% | 398,442 | 减持 |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | $30.4M | 1.81% | 105,686 | 减持 |
| 14 | MSFT | MICROSOFT CORP COM | $30.4M | 1.81% | 82,003 | 增持 |
| 15 | AMZN | AMAZON COM INC COM | $30.2M | 1.80% | 144,873 | 增持 |
| 16 | EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $27.8M | 1.66% | 637,494 | 减持 |
| 17 | PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $25.9M | 1.54% | 855,355 | 增持 |
| 18 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $24.9M | 1.48% | 810,346 | 增持 |
| 19 | BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $23.7M | 1.41% | 1.0M | 增持 |
| 20 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $22.4M | 1.33% | 477,418 | 增持 |
| 21 | META | META PLATFORMS INC CL A | $19.3M | 1.15% | 33,675 | 增持 |
| 22 | VTV | VANGUARD VALUE ETF | $18.8M | 1.12% | 95,838 | 增持 |
| 23 | EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $18.7M | 1.11% | 199,452 | 新建仓 |
| 24 | LLY | ELI LILLY & CO COM | $16.1M | 0.96% | 17,545 | 减持 |
| 25 | MORT | VANECK MORTGAGE REIT INCOME ETF | $15.0M | 0.89% | 1.5M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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