NFP Retirement, Inc. 13F 持仓 · 2026年Q2
NFP Retirement 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 321 只证券，申报市值合计 18.23 亿美元。前几大持仓：IVV（16.19%）、SHV（8.93%）、IDEV（3.82%）。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 | IVV | ISHARES TR | $295.2M | 16.19% | 389,343 | 减持 |
| 2 | SHV | ISHARES TR | $162.9M | 8.93% | 1.5M | 增持 |
| 3 | IDEV | ISHARES TR | $69.7M | 3.82% | 777,307 | 增持 |
| 4 | ONEQ | FIDELITY COMWLTH TR | $46.8M | 2.57% | 452,346 | 减持 |
| 5 | IGIB | ISHARES TR | $45.0M | 2.47% | 846,629 | 减持 |
| 6 | VONG | VANGUARD SCOTTSDALE FDS | $45.0M | 2.47% | 352,091 | 增持 |
| 7 | AGG | ISHARES TR | $42.9M | 2.35% | 435,405 | 增持 |
| 8 | SPYM | SPDR SERIES TRUST | $42.6M | 2.34% | 485,208 | 增持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $39.3M | 2.15% | 551,337 | 增持 |
| 10 | QQQ | INVESCO QQQ TR | $38.4M | 2.11% | 52,154 | 增持 |
| 11 | VO | VANGUARD INDEX FDS | $36.9M | 2.02% | 458,206 | 增持 |
| 12 | FNDX | SCHWAB STRATEGIC TR | $34.5M | 1.89% | 1.1M | 增持 |
| 13 | VTV | VANGUARD INDEX FDS | $33.8M | 1.85% | 155,176 | 减持 |
| 14 | FBND | FIDELITY MERRIMACK STR TR | $32.0M | 1.75% | 702,477 | 增持 |
| 15 | IJH | ISHARES TR | $27.5M | 1.51% | 363,630 | 减持 |
| 16 | SPSB | SPDR SERIES TRUST | $26.0M | 1.43% | 867,445 | 减持 |
| 17 | IJR | ISHARES TR | $22.4M | 1.23% | 153,299 | 减持 |
| 18 | FLXR | TCW ETF TRUST | $21.6M | 1.19% | 553,711 | 增持 |
| 19 | VB | VANGUARD INDEX FDS | $21.4M | 1.17% | 70,589 | 减持 |
| 20 | HFSI | HARTFORD FDS EXCHANGE TRADED | $21.1M | 1.16% | 600,921 | 减持 |
| 21 | IEMG | ISHARES INC | $20.7M | 1.13% | 259,277 | 减持 |
| 22 | ITOT | ISHARES TR | $20.6M | 1.13% | 124,243 | 减持 |
| 23 | PRFZ | INVESCO EXCHANGE TRADED FD T | $19.9M | 1.09% | 355,967 | 减持 |
| 24 | VCSH | VANGUARD SCOTTSDALE FDS | $19.7M | 1.08% | 249,464 | 增持 |
| 25 | SHY | ISHARES TR | $18.5M | 1.01% | 225,123 | 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