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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
1VTVVanguard Value ETF$113.2M9.60%519,516增持
2VOVanguard Mid-Cap ETF$97.7M8.28%1.2M增持
3VTIVanguard Total Stock Market ETF$84.5M7.17%228,450减持
4SCHGSchwab U.S. Large-Cap Growth ETF$68.4M5.80%2.0M增持
5VOOVanguard S&P 500 ETF$68.4M5.80%99,569减持
6VUGVanguard Growth ETF$67.5M5.72%783,592增持
7VONGVanguard Russell 1000 Growth ETF$67.2M5.69%525,540增持
8FNDFSchwab Fundamental International Equity ETF$61.7M5.23%1.2M增持
9VEAVanguard FTSE Developed Markets ETF$55.5M4.70%778,567增持
10IWFiShares Russell 1000 Growth ETF$53.4M4.53%430,029增持
11IJHiShares Core S&P Mid-Cap ETF$52.6M4.46%682,723减持
12IUSViShares Core S&P U.S. Value ETF$48.9M4.14%443,540减持
13IVViShares Core S&P 500 ETF$34.7M2.94%46,348增持
14VLUState Street SPDR S&P 1500 Value Tilt ETF$31.4M2.66%131,660增持
15IWDiShares Russell 1000 Value ETF$29.0M2.46%119,675减持
16AAPLApple Inc$28.7M2.43%99,197减持
17SPYState Street SPDR S&P 500 ETF Trust$18.5M1.57%24,737减持
18SCHMSchwab U.S. Mid-Cap ETF$12.3M1.04%333,864增持
19NVDANVIDIA Corp$12.1M1.03%60,478增持
20MSFTMicrosoft Corp$10.5M0.89%28,041减持
21GOOGAlphabet Inc$9.7M0.82%27,377减持
22QQQInvesco QQQ Trust$8.5M0.72%11,520减持
23AMZNAmazon.com Inc$8.2M0.70%34,402减持
24IWRiShares Russell Mid-Cap ETF$7.9M0.67%71,732增持
25BRKBBerkshire Hathaway Inc$7.8M0.66%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