MPS Loria Financial Planners, LLC 13F 持仓 · 2026年Q2
MPS Loria Financial Planners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 4.35 亿美元。前几大持仓：IWB（32.71%）、AAPL（18.41%）、IEMG（12.04%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $142.3M | 32.71% | 347,484 | 增持 |
| 2 | AAPL | APPLE INC | $80.1M | 18.41% | 276,797 | 减持 |
| 3 | IEMG | ISHARES INC | $52.4M | 12.04% | 632,371 | 增持 |
| 4 | VB | VANGUARD INDEX FDS | $48.0M | 11.03% | 158,328 | 增持 |
| 5 | USRT | ISHARES TR | $18.3M | 4.21% | 275,472 | 增持 |
| 6 | SCHP | SCHWAB STRATEGIC TR | $9.0M | 2.08% | 341,000 | 增持 |
| 7 | IWV | ISHARES TR | $5.6M | 1.28% | 13,100 | 增持 |
| 8 | AGG | ISHARES TR | $4.2M | 0.97% | 42,791 | 增持 |
| 9 | ABBV | ABBVIE INC | $4.0M | 0.93% | 16,065 | 增持 |
| 10 | EFA | ISHARES TR | $3.5M | 0.81% | 33,846 | 增持 |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 0.78% | 4,545 | 减持 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $3.2M | 0.73% | 7,619 | 增持 |
| 13 | PGR | PROGRESSIVE CORP | $3.1M | 0.71% | 14,077 | 持平 |
| 14 | NVDA | NVIDIA CORPORATION | $3.0M | 0.68% | 14,815 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $2.4M | 0.56% | 6,567 | 减持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.52% | 4,499 | 增持 |
| 17 | CVX | CHEVRON CORPORATION | $2.1M | 0.49% | 12,787 | 增持 |
| 18 | MCK | MCKESSON CORP | $2.1M | 0.49% | 2,838 | 增持 |
| 19 | GOOG | ALPHABET INC | $2.1M | 0.48% | 5,855 | 增持 |
| 20 | AMZN | AMAZON COM INC | $2.0M | 0.47% | 8,544 | 增持 |
| 21 | QQQ | INVESCO QQQ TR | $1.9M | 0.43% | 2,518 | 减持 |
| 22 | GOOGL | ALPHABET INC | $1.7M | 0.39% | 4,766 | 减持 |
| 23 | SMH | VANECK ETF TRUST | $1.7M | 0.39% | 2,612 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $1.7M | 0.38% | 6,514 | 增持 |
| 25 | ABT | ABBOTT LABORATORIES | $1.5M | 0.35% | 16,599 | 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