Nadler Financial Group, Inc. 13F 持仓 · 2026年Q2
Nadler Financial Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 149 只证券,申报市值合计 11.80 亿美元。前几大持仓:VTV(9.60%)、VO(8.28%)、VTI(7.17%)。本季前 25 大持仓中:增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | $113.2M | 9.60% | 519,516 | 增持 |
| 2 | VO | Vanguard Mid-Cap ETF | $97.7M | 8.28% | 1.2M | 增持 |
| 3 | VTI | Vanguard Total Stock Market ETF | $84.5M | 7.17% | 228,450 | 减持 |
| 4 | SCHG | Schwab U.S. Large-Cap Growth ETF | $68.4M | 5.80% | 2.0M | 增持 |
| 5 | VOO | Vanguard S&P 500 ETF | $68.4M | 5.80% | 99,569 | 减持 |
| 6 | VUG | Vanguard Growth ETF | $67.5M | 5.72% | 783,592 | 增持 |
| 7 | VONG | Vanguard Russell 1000 Growth ETF | $67.2M | 5.69% | 525,540 | 增持 |
| 8 | FNDF | Schwab Fundamental International Equity ETF | $61.7M | 5.23% | 1.2M | 增持 |
| 9 | VEA | Vanguard FTSE Developed Markets ETF | $55.5M | 4.70% | 778,567 | 增持 |
| 10 | IWF | iShares Russell 1000 Growth ETF | $53.4M | 4.53% | 430,029 | 增持 |
| 11 | IJH | iShares Core S&P Mid-Cap ETF | $52.6M | 4.46% | 682,723 | 减持 |
| 12 | IUSV | iShares Core S&P U.S. Value ETF | $48.9M | 4.14% | 443,540 | 减持 |
| 13 | IVV | iShares Core S&P 500 ETF | $34.7M | 2.94% | 46,348 | 增持 |
| 14 | VLU | State Street SPDR S&P 1500 Value Tilt ETF | $31.4M | 2.66% | 131,660 | 增持 |
| 15 | IWD | iShares Russell 1000 Value ETF | $29.0M | 2.46% | 119,675 | 减持 |
| 16 | AAPL | Apple Inc | $28.7M | 2.43% | 99,197 | 减持 |
| 17 | SPY | State Street SPDR S&P 500 ETF Trust | $18.5M | 1.57% | 24,737 | 减持 |
| 18 | SCHM | Schwab U.S. Mid-Cap ETF | $12.3M | 1.04% | 333,864 | 增持 |
| 19 | NVDA | NVIDIA Corp | $12.1M | 1.03% | 60,478 | 增持 |
| 20 | MSFT | Microsoft Corp | $10.5M | 0.89% | 28,041 | 减持 |
| 21 | GOOG | Alphabet Inc | $9.7M | 0.82% | 27,377 | 减持 |
| 22 | QQQ | Invesco QQQ Trust | $8.5M | 0.72% | 11,520 | 减持 |
| 23 | AMZN | Amazon.com Inc | $8.2M | 0.70% | 34,402 | 减持 |
| 24 | IWR | iShares Russell Mid-Cap ETF | $7.9M | 0.67% | 71,732 | 增持 |
| 25 | BRKB | Berkshire Hathaway Inc | $7.8M | 0.66% | 15,508 | 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