Krilogy Financial LLC 13F 持仓 · 2026年Q2
Krilogy Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,060 只证券，申报市值合计 33.83 亿美元。前几大持仓：SCHG（3.75%）、PYLD（3.16%）、SCHV（2.96%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $126.7M | 3.75% | 3.7M | 增持 |
| 2 | PYLD | PIMCO ETF TR | $106.7M | 3.16% | 4.0M | 增持 |
| 3 | SCHV | SCHWAB STRATEGIC TR | $100.3M | 2.96% | 2.9M | 增持 |
| 4 | XLK | SELECT SECTOR SPDR TR | $95.5M | 2.82% | 501,055 | 减持 |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $86.0M | 2.54% | 1.7M | 减持 |
| 6 | MINT | PIMCO ETF TR | $79.0M | 2.33% | 783,175 | 增持 |
| 7 | VFLO | VICTORY PORTFOLIOS II | $78.4M | 2.32% | 1.7M | 增持 |
| 8 | AVUV | AMERICAN CENTY ETF TR | $71.6M | 2.12% | 573,763 | 增持 |
| 9 | AAPL | APPLE INC | $70.1M | 2.07% | 242,373 | 减持 |
| 10 | SCHE | SCHWAB STRATEGIC TR | $63.0M | 1.86% | 1.7M | 增持 |
| 11 | VOE | VANGUARD INDEX FDS | $60.9M | 1.80% | 308,154 | 增持 |
| 12 | IBTM | ISHARES TR | $59.4M | 1.76% | 2.6M | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $55.8M | 1.65% | 278,724 | 减持 |
| 14 | IWP | ISHARES TR | $45.9M | 1.36% | 313,541 | 增持 |
| 15 | MU | MICRON TECHNOLOGY INC | $43.0M | 1.27% | 37,288 | 减持 |
| 16 | SLYG | SPDR SERIES TRUST | $41.9M | 1.24% | 352,106 | 减持 |
| 17 | XLV | SELECT SECTOR SPDR TR | $38.7M | 1.14% | 243,713 | 减持 |
| 18 | TLT | ISHARES TR | $37.8M | 1.12% | 437,148 | 增持 |
| 19 | AMZN | AMAZON COM INC | $37.5M | 1.11% | 157,345 | 减持 |
| 20 | XLF | SELECT SECTOR SPDR TR | $34.4M | 1.02% | 641,620 | 减持 |
| 21 | SCHF | SCHWAB STRATEGIC TR | $32.5M | 0.96% | 1.2M | 增持 |
| 22 | AVDV | AMERICAN CENTY ETF TR | $31.2M | 0.92% | 303,166 | 增持 |
| 23 | DFIC | DIMENSIONAL ETF TRUST | $30.6M | 0.90% | 820,801 | 减持 |
| 24 | GOOGL | ALPHABET INC | $29.7M | 0.88% | 83,246 | 减持 |
| 25 | AVDE | AMERICAN CENTY ETF TR | $29.3M | 0.87% | 328,620 | 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