Leverty Financial Group, LLC 13F 持仓 · 2026年Q3
Leverty Financial Group 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 5.49 亿美元。前几大持仓：IVV（34.96%）、IEFA（12.16%）、JPIE（8.00%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $191.7M | 34.96% | 250,359 | 减持 |
| 2 | IEFA | ISHARES TR | $66.7M | 12.16% | 688,238 | 增持 |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | $43.9M | 8.00% | 977,616 | 增持 |
| 4 | IJH | ISHARES TR | $42.3M | 7.71% | 587,929 | 增持 |
| 5 | IEMG | ISHARES INC | $38.3M | 6.98% | 471,894 | 增持 |
| 6 | JPEF | J P MORGAN EXCHANGE TRADED F | $28.8M | 5.25% | 354,233 | 增持 |
| 7 | CGCB | CAPITAL GRP FIXED INCM ETF T | $27.6M | 5.03% | 1.1M | 减持 |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $25.6M | 4.67% | 508,568 | 增持 |
| 9 | SCHX | SCHWAB STRATEGIC TR | $17.7M | 3.23% | 590,174 | 增持 |
| 10 | SCHF | SCHWAB STRATEGIC TR | $8.6M | 1.58% | 314,835 | 增持 |
| 11 | CGMU | CAPITAL GRP FIXED INCM ETF T | $7.8M | 1.42% | 301,063 | 增持 |
| 12 | JMST | J P MORGAN EXCHANGE TRADED F | $6.6M | 1.21% | 131,413 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $6.2M | 1.14% | 8,166 | 减持 |
| 14 | TAFM | AB ACTIVE ETFS INC | $5.7M | 1.04% | 238,217 | 增持 |
| 15 | JMUB | J P MORGAN EXCHANGE TRADED F | $5.6M | 1.02% | 117,623 | 减持 |
| 16 | MMM | 3M CO | $5.4M | 0.99% | 33,110 | 增持 |
| 17 | EFA | ISHARES TR | $4.9M | 0.89% | 46,900 | 减持 |
| 18 | ECL | ECOLAB INC | $2.1M | 0.38% | 7,551 | 减持 |
| 19 | IJR | ISHARES TR | $1.6M | 0.28% | 11,473 | 减持 |
| 20 | SPDW | SPDR INDEX SHS FDS | $847,043 | 0.15% | 16,870 | 减持 |
| 21 | MODL | VICTORY PORTFOLIOS II | $687,015 | 0.13% | 13,126 | 持平 |
| 22 | SCHM | SCHWAB STRATEGIC TR | $710,576 | 0.13% | 20,887 | 减持 |
| 23 | AAPL | APPLE INC | $654,735 | 0.12% | 1,966 | 减持 |
| 24 | IEI | ISHARES TR | $681,094 | 0.12% | 6,004 | 新建仓 |
| 25 | CAT | CATERPILLAR INC | $542,877 | 0.10% | 670 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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