Kirkwood Financial Services 13F 持仓 · 2026年Q2

Kirkwood Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 3.50 亿美元。前几大持仓：SPY（25.18%）、QQQM（14.62%）、DIA（9.80%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 9 只。

排名	代码	公司	市值	占组合	股数	变动
1	SPY	STATE STR SPDR S&P 500 ETF T	$88.1M	25.18%	117,959	增持
2	QQQM	INVESCO EXCH TRADED FD TR II	$51.1M	14.62%	168,645	新建仓
3	DIA	STATE STR SPDR DOW JONES IND	$34.3M	9.80%	65,577	增持
4	TDIV	FIRST TR EXCHANGE TRADED FD	$31.9M	9.11%	277,423	减持
5	FTSM	FIRST TR EXCHANGE-TRADED FD	$26.1M	7.45%	436,651	增持
6	GFLW	VICTORY PORTFOLIOS II	$18.4M	5.25%	536,075	减持
7	VFLO	VICTORY PORTFOLIOS II	$17.8M	5.07%	387,737	增持
8	AFGR	FIRST TR EXCHNG TRADED FD VI	$13.3M	3.80%	364,178	增持
9	USTB	VICTORY PORTFOLIOS II	$13.1M	3.75%	258,893	增持
10	AFLG	FIRST TR EXCHNG TRADED FD VI	$13.0M	3.71%	298,890	增持
11	SKYY	FIRST TR EXCHANGE-TRADED FD	$11.6M	3.32%	86,165	增持
12	LMBS	FIRST TR EXCHANGE-TRADED FD	$6.3M	1.81%	127,287	增持
13	EDOW	FIRST TR EXCHANGE-TRADED FD	$6.2M	1.76%	140,147	新建仓
14	QQQ	INVESCO QQQ TR	$3.7M	1.05%	5,030	减持
15	AAPL	APPLE INC	$2.3M	0.66%	7,988	增持
16	WFC	WELLS FARGO & CO	$1.2M	0.35%	14,802	持平
17	QTEC	FIRST TR EXCHANGE-TRADED FD	$1.1M	0.32%	3,392	减持
18	BUFR	FIRST TR EXCHNG TRADED FD VI	$922,565	0.26%	25,255	减持
19	NVDA	NVIDIA CORPORATION	$863,817	0.25%	4,317	增持
20	ULST	SSGA ACTIVE ETF TR	$801,398	0.23%	19,824	减持
21	SCHX	SCHWAB STRATEGIC TR	$770,554	0.22%	26,183	减持
22	SPYV	SPDR SERIES TRUST	$736,362	0.21%	12,113	增持
23	GOOGL	ALPHABET INC	$554,999	0.16%	1,553	持平
24	IWR	ISHARES TR	$511,485	0.15%	4,636	减持
25	VYM	VANGUARD WHITEHALL FDS	$495,756	0.14%	3,137	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