Lockerman Financial Group, Inc. 13F 持仓 · 2026年Q2
Lockerman Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 6,542.98 万美元。前几大持仓：SPY（7.37%）、BBUS（6.53%）、IVV（4.63%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $4.8M | 7.37% | 6,455 | 增持 |
| 2 | BBUS | J P MORGAN EXCHANGE TRADED F | $4.3M | 6.53% | 31,725 | 增持 |
| 3 | IVV | ISHARES TR | $3.0M | 4.63% | 4,043 | 增持 |
| 4 | FISR | SSGA ACTIVE TR | $2.9M | 4.45% | 113,529 | 增持 |
| 5 | XLSR | SSGA ACTIVE TR | $2.9M | 4.37% | 44,093 | 增持 |
| 6 | JBND | J P MORGAN EXCHANGE TRADED F | $2.5M | 3.83% | 46,840 | 增持 |
| 7 | SPEM | SPDR INDEX SHS FDS | $2.3M | 3.55% | 44,848 | 增持 |
| 8 | JIRE | J P MORGAN EXCHANGE TRADED F | $1.7M | 2.64% | 20,957 | 减持 |
| 9 | SPDW | SPDR INDEX SHS FDS | $1.7M | 2.64% | 34,226 | 减持 |
| 10 | JNK | SPDR SERIES TRUST | $1.5M | 2.34% | 15,916 | 增持 |
| 11 | IUSB | ISHARES TR | $1.5M | 2.30% | 32,635 | 增持 |
| 12 | JUSA | J P MORGAN EXCHANGE TRADED F | $1.4M | 2.13% | 20,749 | 新建仓 |
| 13 | CERY | SPDR SERIES TRUST | $1.2M | 1.81% | 35,436 | 增持 |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | $1.0M | 1.57% | 20,244 | 减持 |
| 15 | IVW | ISHARES TR | $983,631 | 1.50% | 7,152 | 增持 |
| 16 | SPSM | SPDR SERIES TRUST | $981,169 | 1.50% | 17,013 | 增持 |
| 17 | SPYM | SPDR SERIES TRUST | $981,989 | 1.50% | 11,174 | 增持 |
| 18 | VTEB | VANGUARD MUN BD FDS | $963,044 | 1.47% | 19,040 | 持平 |
| 19 | DYNF | BLACKROCK ETF TRUST | $939,110 | 1.44% | 13,808 | 增持 |
| 20 | SPTL | SPDR SERIES TRUST | $914,036 | 1.40% | 34,847 | 增持 |
| 21 | IVE | ISHARES TR | $808,377 | 1.24% | 3,560 | 减持 |
| 22 | IGEB | ISHARES TR | $669,884 | 1.02% | 14,850 | 增持 |
| 23 | SPMD | SPDR SERIES TRUST | $663,251 | 1.01% | 9,817 | 增持 |
| 24 | EMHC | SPDR SERIES TRUST | $657,183 | 1.00% | 25,833 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $656,465 | 1.00% | 956 | 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