Leibman Financial Services, Inc. 13F 持仓 · 2026年Q2
Leibman Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 1.50 亿美元。前几大持仓：USFR（13.20%）、EPI（4.10%）、AVDV（3.74%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $19.9M | 13.20% | 394,250 | 增持 |
| 2 | EPI | WISDOMTREE TR | $6.2M | 4.10% | 144,201 | 增持 |
| 3 | AVDV | AMERICAN CENTY ETF TR | $5.6M | 3.74% | 54,662 | 增持 |
| 4 | DGS | WISDOMTREE TR | $5.2M | 3.46% | 80,367 | 增持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.9M | 3.24% | 9,746 | 增持 |
| 6 | GOOG | ALPHABET INC | $4.5M | 2.97% | 12,662 | 增持 |
| 7 | SFM | SPROUTS FMRS MKT INC | $4.4M | 2.91% | 51,711 | 增持 |
| 8 | AMZN | AMAZON COM INC | $4.2M | 2.80% | 17,653 | 减持 |
| 9 | TECK | TECK RESOURCES LTD | $4.2M | 2.80% | 70,851 | 减持 |
| 10 | SE | SEA LTD | $4.2M | 2.79% | 43,816 | 增持 |
| 11 | AMGN | AMGEN INC | $4.2M | 2.78% | 11,566 | 减持 |
| 12 | BMY | BRISTOL-MYERS SQUIBB CO | $4.0M | 2.64% | 69,007 | 增持 |
| 13 | SMIN | ISHARES TR | $3.8M | 2.55% | 54,262 | 增持 |
| 14 | KNSL | KINSALE CAP GROUP INC | $3.6M | 2.43% | 11,063 | 增持 |
| 15 | AAPL | APPLE INC | $3.5M | 2.32% | 12,076 | 减持 |
| 16 | URI | UNITED RENTALS INC | $3.4M | 2.29% | 3,044 | 减持 |
| 17 | TMUS | T-MOBILE US INC | $3.4M | 2.24% | 20,067 | 增持 |
| 18 | MELI | MERCADOLIBRE INC | $3.3M | 2.19% | 1,941 | 增持 |
| 19 | OC | OWENS CORNING NEW | $3.3M | 2.18% | 20,676 | 增持 |
| 20 | CASY | CASEYS GEN STORES INC | $2.8M | 1.88% | 3,556 | 减持 |
| 21 | CALM | CAL MAINE FOODS INC | $2.8M | 1.87% | 34,844 | 增持 |
| 22 | DUOL | DUOLINGO INC | $2.8M | 1.85% | 24,222 | 新建仓 |
| 23 | PLD | PROLOGIS INC. | $2.8M | 1.83% | 20,319 | 减持 |
| 24 | FSLR | FIRST SOLAR INC | $2.7M | 1.82% | 11,628 | 增持 |
| 25 | TGT | TARGET CORP | $2.7M | 1.81% | 20,895 | 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