John W. Brooker & Co., CPAs 13F 持仓 · 2026年Q2
John W. Brooker & Co., CPAs 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 71 只证券,申报市值合计 8,276.70 万美元。前几大持仓:VOO(10.63%)、VUG(7.35%)、PYLD(4.86%)。本季前 25 大持仓中:增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $8.8M | 10.63% | 12,806 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $6.1M | 7.35% | 70,597 | 增持 |
| 3 | PYLD | PIMCO ETF TR | $4.0M | 4.86% | 151,602 | 增持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $3.7M | 4.44% | 115,898 | 增持 |
| 5 | VO | VANGUARD INDEX FDS | $3.2M | 3.83% | 39,320 | 增持 |
| 6 | TOTL | SSGA ACTIVE ETF TR | $3.1M | 3.71% | 77,886 | 增持 |
| 7 | VB | VANGUARD INDEX FDS | $2.6M | 3.12% | 8,528 | 增持 |
| 8 | IJR | ISHARES TR | $2.2M | 2.64% | 14,731 | 减持 |
| 9 | JAAA | JANUS DETROIT STR TR | $2.1M | 2.52% | 41,369 | 增持 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $2.0M | 2.46% | 40,320 | 减持 |
| 11 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.0M | 2.37% | 41,834 | 减持 |
| 12 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.9M | 2.35% | 31,618 | 增持 |
| 13 | RDVI | FIRST TR EXCHANGE-TRADED FD | $1.9M | 2.28% | 64,203 | 增持 |
| 14 | VTV | VANGUARD INDEX FDS | $1.9M | 2.28% | 8,670 | 增持 |
| 15 | VYM | VANGUARD WHITEHALL FDS | $1.9M | 2.27% | 11,908 | 增持 |
| 16 | DYNF | BLACKROCK ETF TRUST | $1.8M | 2.21% | 26,955 | 减持 |
| 17 | MINT | PIMCO ETF TR | $1.7M | 2.01% | 16,501 | 增持 |
| 18 | XLK | SELECT SECTOR SPDR TR | $1.5M | 1.76% | 7,651 | 增持 |
| 19 | BOND | PIMCO ETF TR | $1.4M | 1.73% | 15,566 | 减持 |
| 20 | SCHM | SCHWAB STRATEGIC TR | $1.4M | 1.63% | 36,643 | 减持 |
| 21 | SCHG | SCHWAB STRATEGIC TR | $1.3M | 1.58% | 38,596 | 减持 |
| 22 | IGRO | ISHARES TR | $1.3M | 1.51% | 14,231 | 增持 |
| 23 | JUCY | ETF SER SOLUTIONS | $1.2M | 1.50% | 56,451 | 增持 |
| 24 | XHLF | BONDBLOXX ETF TRUST | $1.2M | 1.50% | 24,762 | 增持 |
| 25 | SPYG | SPDR SERIES TRUST | $1.2M | 1.46% | 10,149 | 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