LifePlan Financial, LLC 13F 持仓 · 2026年Q2
LifePlan Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 1.43 亿美元。前几大持仓：SPYG（7.55%）、IAU（6.94%）、XLP（6.57%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $10.8M | 7.55% | 90,592 | 减持 |
| 2 | IAU | ISHARES GOLD TR | $9.9M | 6.94% | 131,129 | 减持 |
| 3 | XLP | SELECT SECTOR SPDR TR | $9.4M | 6.57% | 112,886 | 增持 |
| 4 | XLB | SELECT SECTOR SPDR TR | $7.6M | 5.31% | 149,110 | 减持 |
| 5 | SWAN | AMPLIFY ETF TR | $4.9M | 3.42% | 146,278 | 减持 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $4.6M | 3.23% | 78,244 | 增持 |
| 7 | IBDS | ISHARES TR | $2.9M | 2.04% | 120,053 | 增持 |
| 8 | IBDT | ISHARES TR | $2.9M | 2.03% | 114,917 | 增持 |
| 9 | IBDU | ISHARES TR | $2.9M | 2.03% | 125,028 | 增持 |
| 10 | IBDV | ISHARES TR | $2.9M | 2.02% | 132,284 | 增持 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $2.7M | 1.87% | 4,585 | 减持 |
| 12 | NXPI | NXP SEMICONDUCTORS N V | $2.5M | 1.77% | 8,989 | 减持 |
| 13 | XLE | SELECT SECTOR SPDR TR | $2.5M | 1.74% | 46,713 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $2.4M | 1.70% | 6,506 | 增持 |
| 15 | GOOGL | ALPHABET INC | $2.4M | 1.69% | 6,732 | 减持 |
| 16 | CVS | CVS HEALTH CORP | $2.4M | 1.67% | 23,012 | 增持 |
| 17 | USB | US BANCORP | $2.3M | 1.63% | 38,540 | 减持 |
| 18 | GNMA | ISHARES TR | $2.3M | 1.62% | 52,160 | 增持 |
| 19 | VMBS | VANGUARD SCOTTSDALE FDS | $2.3M | 1.62% | 49,480 | 增持 |
| 20 | PANW | PALO ALTO NETWORKS INC | $2.3M | 1.59% | 6,658 | 减持 |
| 21 | IBDW | ISHARES TR | $2.2M | 1.57% | 107,249 | 增持 |
| 22 | TER | TERADYNE INC | $2.2M | 1.53% | 4,509 | 减持 |
| 23 | CAT | CATERPILLAR INC | $2.0M | 1.42% | 1,906 | 减持 |
| 24 | PYPL | PAYPAL HLDGS INC | $1.8M | 1.24% | 40,905 | 增持 |
| 25 | AMZN | AMAZON COM INC | $1.7M | 1.22% | 7,327 | 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