Madrona Financial Services, LLC 13F 持仓 · 2026年Q2
Madrona Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 143 只证券，申报市值合计 5.43 亿美元。前几大持仓：IVV（11.70%）、QQQ（8.69%）、DYNF（5.23%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $63.5M | 11.70% | 84,750 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $47.2M | 8.69% | 64,049 | 减持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $28.4M | 5.23% | 417,008 | 增持 |
| 4 | QTUM | ETF SER SOLUTIONS | $22.9M | 4.21% | 138,178 | 增持 |
| 5 | ACWX | ISHARES TR | $22.4M | 4.13% | 294,338 | 增持 |
| 6 | AIQ | GLOBAL X FDS | $21.8M | 4.02% | 332,747 | 增持 |
| 7 | XBI | SPDR SERIES TRUST | $21.6M | 3.98% | 136,455 | 增持 |
| 8 | FV | FIRST TR EXCHANGE TRADED FD | $19.3M | 3.56% | 254,309 | 增持 |
| 9 | IEMG | ISHARES INC | $19.3M | 3.56% | 233,140 | 增持 |
| 10 | BND | VANGUARD BD INDEX FDS | $18.8M | 3.47% | 256,130 | 增持 |
| 11 | SECT | NORTHERN LTS FD TR IV | $18.8M | 3.47% | 261,358 | 增持 |
| 12 | COWZ | PACER FDS TR | $16.9M | 3.12% | 271,854 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $16.9M | 3.12% | 45,389 | 减持 |
| 14 | XMHQ | INVESCO EXCHANGE TRADED FD T | $14.0M | 2.58% | 123,961 | 减持 |
| 15 | SMH | VANECK ETF TRUST | $13.9M | 2.57% | 21,240 | 增持 |
| 16 | BUYW | NORTHERN LTS FD TR IV | $13.6M | 2.51% | 941,305 | 增持 |
| 17 | VB | VANGUARD INDEX FDS | $13.4M | 2.48% | 44,361 | 增持 |
| 18 | AAPL | APPLE INC | $11.5M | 2.11% | 39,614 | 增持 |
| 19 | XLE | SELECT SECTOR SPDR TR | $9.7M | 1.80% | 183,490 | 增持 |
| 20 | BUFR | FIRST TR EXCHNG TRADED FD VI | $9.1M | 1.68% | 249,749 | 增持 |
| 21 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.9M | 1.46% | 140,005 | 增持 |
| 22 | URA | GLOBAL X FDS | $6.8M | 1.25% | 155,430 | 增持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $5.4M | 0.99% | 5,738 | 增持 |
| 24 | ACWI | ISHARES TR | $5.1M | 0.93% | 32,217 | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $4.5M | 0.84% | 12,295 | 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