JBR Co Financial Management Inc 13F 持仓 · 2026年Q2
JBR Co Financial Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 2.74 亿美元。前几大持仓：NVDA（13.15%）、VGT（6.41%）、VBIL（5.44%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $36.0M | 13.15% | 180,166 | 减持 |
| 2 | VGT | VANGUARD WORLD FD | $17.6M | 6.41% | 147,030 | 增持 |
| 3 | VBIL | VANGUARD INSTL INDEX FD | $14.9M | 5.44% | 196,853 | 增持 |
| 4 | SPYM | SPDR SERIES TRUST | $14.0M | 5.13% | 159,875 | 增持 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $13.3M | 4.85% | 43,848 | 增持 |
| 6 | AAPL | APPLE INC | $9.0M | 3.27% | 31,005 | 减持 |
| 7 | CAT | CATERPILLAR INC | $6.6M | 2.41% | 6,205 | 减持 |
| 8 | QQQ | INVESCO QQQ TR | $6.1M | 2.21% | 8,220 | 减持 |
| 9 | UTG | REAVES UTIL INCOME FD | $5.8M | 2.12% | 142,777 | 增持 |
| 10 | AIRR | FIRST TR EXCHANGE TRADED FD | $5.4M | 1.99% | 40,880 | 增持 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $4.7M | 1.72% | 8,117 | 减持 |
| 12 | CVX | CHEVRON CORPORATION | $4.7M | 1.71% | 28,201 | 减持 |
| 13 | SPMO | INVESCO EXCH TRADED FD TR II | $4.6M | 1.67% | 28,395 | 增持 |
| 14 | AMZN | AMAZON COM INC | $4.3M | 1.59% | 18,242 | 增持 |
| 15 | GOOG | ALPHABET INC | $4.3M | 1.57% | 12,176 | 减持 |
| 16 | AKRE | PROFESIONALLY MANAGED PORTFO | $4.3M | 1.55% | 79,927 | 减持 |
| 17 | PDP | INVESCO EXCHANGE TRADED FD T | $4.1M | 1.49% | 26,974 | 减持 |
| 18 | USAI | PACER FDS TR | $3.8M | 1.39% | 83,777 | 增持 |
| 19 | XSMO | INVESCO EXCHANGE TRADED FD T | $3.7M | 1.36% | 39,904 | 增持 |
| 20 | BIL | SPDR SERIES TRUST | $3.6M | 1.31% | 39,166 | 减持 |
| 21 | SPAB | SPDR SERIES TRUST | $3.4M | 1.24% | 133,412 | 增持 |
| 22 | EOS | EATON VANCE ENHANCED EQUITY | $3.3M | 1.20% | 148,654 | 增持 |
| 23 | OGE | OGE ENERGY CORP | $3.1M | 1.12% | 63,257 | 减持 |
| 24 | XLE | SELECT SECTOR SPDR TR | $2.8M | 1.03% | 52,903 | 减持 |
| 25 | FTEC | FIDELITY COVINGTON TRUST | $2.7M | 1.00% | 9,620 | 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