JSF Financial, LLC 13F 持仓 · 2026年Q2
JSF Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 141 只证券，申报市值合计 6.32 亿美元。前几大持仓：IVV（15.34%）、CGGR（10.75%）、AVDE（10.09%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $97.0M | 15.34% | 129,530 | 增持 |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | $67.9M | 10.75% | 1.4M | 增持 |
| 3 | AVDE | AMERICAN CENTY ETF TR | $63.8M | 10.09% | 714,806 | 增持 |
| 4 | SDVY | FIRST TR EXCHANGE TRADED FD | $38.2M | 6.05% | 886,168 | 减持 |
| 5 | IWY | ISHARES TR | $26.3M | 4.16% | 90,402 | 增持 |
| 6 | AVEM | AMERICAN CENTY ETF TR | $26.0M | 4.11% | 269,566 | 增持 |
| 7 | IWX | ISHARES TR | $25.2M | 3.98% | 239,472 | 减持 |
| 8 | AAPL | APPLE INC | $23.9M | 3.78% | 82,497 | 减持 |
| 9 | IAU | ISHARES GOLD TR | $18.5M | 2.92% | 244,608 | 增持 |
| 10 | QQQ | INVESCO QQQ TR | $17.2M | 2.72% | 23,361 | 减持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $15.0M | 2.37% | 20,073 | 增持 |
| 12 | IDEQ | LAZARD ACTIVE ETF TR | $14.3M | 2.27% | 409,180 | 新建仓 |
| 13 | XLG | INVESCO EXCHANGE TRADED FD T | $11.4M | 1.81% | 186,891 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $10.3M | 1.63% | 51,600 | 减持 |
| 15 | BKDV | BNY MELLON ETF TRUST II | $8.9M | 1.40% | 264,433 | 增持 |
| 16 | GOOGL | ALPHABET INC | $7.8M | 1.24% | 21,931 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $5.8M | 0.91% | 15,472 | 减持 |
| 18 | IWF | ISHARES TR | $5.6M | 0.89% | 45,401 | 增持 |
| 19 | AMZN | AMAZON COM INC | $5.5M | 0.87% | 23,013 | 减持 |
| 20 | ITOT | ISHARES TR | $4.4M | 0.69% | 26,617 | 减持 |
| 21 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.3M | 0.68% | 76,473 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.2M | 0.67% | 8,473 | 减持 |
| 23 | SPYM | SPDR SERIES TRUST | $3.5M | 0.56% | 40,159 | 减持 |
| 24 | DV | DOUBLEVERIFY HLDGS INC | $3.4M | 0.54% | 316,831 | 持平 |
| 25 | IEFA | ISHARES TR | $3.3M | 0.53% | 34,413 | 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