Narus Financial Partners, LLC 13F 持仓 · 2026年Q2
Narus Financial Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 3.89 亿美元。前几大持仓：WMT（38.90%）、XLK（3.39%）、GLD（3.03%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $151.5M | 38.90% | 1.3M | 减持 |
| 2 | XLK | SELECT SECTOR SPDR TR | $13.2M | 3.39% | 69,259 | 增持 |
| 3 | GLD | SPDR GOLD TR | $11.8M | 3.03% | 32,031 | 减持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $8.6M | 2.20% | 120,118 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $7.7M | 1.97% | 38,370 | 减持 |
| 6 | VO | VANGUARD INDEX FDS | $6.3M | 1.63% | 78,625 | 增持 |
| 7 | PSCT | INVESCO EXCH TRADED FD TR II | $5.6M | 1.44% | 60,542 | 减持 |
| 8 | VTI | VANGUARD INDEX FDS | $5.2M | 1.35% | 14,176 | 减持 |
| 9 | AAPL | APPLE INC | $5.2M | 1.33% | 17,935 | 减持 |
| 10 | EFV | ISHARES TR | $4.6M | 1.17% | 59,573 | 减持 |
| 11 | VOX | VANGUARD WORLD FD | $3.9M | 1.01% | 21,329 | 增持 |
| 12 | GOOGL | ALPHABET INC | $3.8M | 0.97% | 10,531 | 减持 |
| 13 | SCZ | ISHARES TR | $3.6M | 0.91% | 43,185 | 减持 |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $3.5M | 0.90% | 42,725 | 增持 |
| 15 | IWR | ISHARES TR | $3.5M | 0.89% | 31,478 | 增持 |
| 16 | BND | VANGUARD BD INDEX FDS | $3.4M | 0.88% | 46,908 | 增持 |
| 17 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.4M | 0.88% | 74,803 | 增持 |
| 18 | XLF | SELECT SECTOR SPDR TR | $3.4M | 0.87% | 63,372 | 减持 |
| 19 | VB | VANGUARD INDEX FDS | $3.4M | 0.86% | 11,065 | 减持 |
| 20 | MUB | ISHARES TR | $3.1M | 0.81% | 29,172 | 增持 |
| 21 | VTV | VANGUARD INDEX FDS | $3.1M | 0.79% | 14,127 | 增持 |
| 22 | QQQ | INVESCO QQQ TR | $3.0M | 0.77% | 4,076 | 减持 |
| 23 | SPTI | SPDR SERIES TRUST | $2.8M | 0.72% | 98,954 | 增持 |
| 24 | IJR | ISHARES TR | $2.7M | 0.71% | 18,532 | 增持 |
| 25 | SPYM | SPDR SERIES TRUST | $2.6M | 0.68% | 29,904 | 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