LiftPoint Family Wealth Advisors LLC 13F 持仓 · 2026年Q2
LiftPoint Family Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 1.48 亿美元。前几大持仓：IVV（18.75%）、DYNF（8.63%）、IVW（7.41%）。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 | IVV | ISHARES TR | $27.7M | 18.75% | 36,952 | 增持 |
| 2 | DYNF | BLACKROCK ETF TRUST | $12.7M | 8.63% | 187,176 | 增持 |
| 3 | IVW | ISHARES TR | $10.9M | 7.41% | 79,508 | 增持 |
| 4 | IEMG | ISHARES INC | $8.8M | 6.00% | 106,815 | 减持 |
| 5 | IVE | ISHARES TR | $8.0M | 5.42% | 35,195 | 减持 |
| 6 | EFG | ISHARES TR | $6.6M | 4.47% | 52,990 | 增持 |
| 7 | EFV | ISHARES TR | $6.3M | 4.25% | 81,897 | 减持 |
| 8 | BAI | BLACKROCK ETF TRUST | $5.1M | 3.45% | 96,462 | 减持 |
| 9 | THRO | BLACKROCK ETF TRUST | $4.9M | 3.31% | 113,214 | 减持 |
| 10 | BLCR | BLACKROCK ETF TRUST | $3.9M | 2.67% | 78,335 | 增持 |
| 11 | AAPL | APPLE INC | $3.9M | 2.66% | 13,570 | 增持 |
| 12 | LMUB | ISHARES TR | $3.7M | 2.48% | 71,316 | 增持 |
| 13 | MUB | ISHARES TR | $3.2M | 2.20% | 30,140 | 减持 |
| 14 | QUAL | ISHARES TR | $2.8M | 1.92% | 12,925 | 减持 |
| 15 | MTUM | ISHARES TR | $2.4M | 1.64% | 7,052 | 减持 |
| 16 | CORO | BLACKROCK ETF TRUST | $2.2M | 1.51% | 61,058 | 新建仓 |
| 17 | IDEF | BLACKROCK ETF TRUST | $2.1M | 1.43% | 66,237 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $2.0M | 1.37% | 10,121 | 增持 |
| 19 | XOM | EXXON MOBIL CORP | $1.8M | 1.22% | 13,159 | 增持 |
| 20 | MUNI | PIMCO ETF TR | $1.8M | 1.21% | 33,888 | 增持 |
| 21 | LLY | ELI LILLY & CO | $1.6M | 1.08% | 1,334 | 增持 |
| 22 | IUSB | ISHARES TR | $1.6M | 1.06% | 33,868 | 增持 |
| 23 | MINO | PIMCO ETF TR | $1.3M | 0.88% | 28,498 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $1.2M | 0.79% | 3,133 | 增持 |
| 25 | ITA | ISHARES TR | $1.1M | 0.73% | 4,472 | 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