O'Connor Financial Group LLC 13F 持仓 · 2026年Q2

O'Connor Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 69 只证券，申报市值合计 2.83 亿美元。前几大持仓：VOO（10.91%）、BOND（10.82%）、LDUR（6.86%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 14 只。

排名	代码	公司	市值	占组合	股数	变动
1	VOO	VANGUARD S&P 500 ETF	$30.8M	10.91%	44,893	增持
2	BOND	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	$30.6M	10.82%	331,895	增持
3	LDUR	PIMCO ENHANCED LOW DURATION ACTIVE ETF	$19.4M	6.86%	202,851	减持
4	PYLD	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	$18.1M	6.39%	680,796	增持
5	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	$15.2M	5.38%	121,866	减持
6	ESUM	EVENTIDE US MARKET ETF	$15.2M	5.37%	496,003	减持
7	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$14.4M	5.10%	286,052	减持
8	QQQ	INVESCO QQQ TRUST SERIES I	$12.8M	4.54%	17,442	减持
9	RDVY	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	$12.7M	4.49%	156,498	增持
10	TPIF	TIMOTHY PLAN INTERNATIONAL ETF	$12.2M	4.33%	328,274	减持
11	VO	VANGUARD MID-CAP ETF	$11.2M	3.96%	138,964	增持
12	JPST	JPMORGAN ULTRA-SHORT INCOME ETF	$8.2M	2.89%	161,674	减持
13	DFEM	DIMENSIONAL EMERGING MARKETS ETF	$8.1M	2.88%	200,190	减持
14	CIBR	FIRST TRUST NASDAQ CYBERSECURITY ETF	$7.9M	2.80%	88,038	增持
15	DGS	WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND	$7.9M	2.79%	122,017	增持
16	TPSC	TIMOTHY PLAN US SMALL CAP CORE ETF	$7.4M	2.61%	153,956	增持
17	ELCV	Eventide Large Cap Value	$6.3M	2.22%	190,542	减持
18	IVV	ISHARES CORE S&P 500 ETF	$5.0M	1.77%	6,700	减持
19	IVE	ISHARES S&P 500 VALUE ETF	$4.3M	1.52%	18,914	减持
20	VB	VANGUARD SMALL-CAP ETF	$2.1M	0.75%	7,014	减持
21	NVDA	NVIDIA CORPORATION COM	$1.9M	0.66%	9,376	增持
22	TPLC	TIMOTHY PLAN US LARGE/MID CAP CORE ETF	$1.8M	0.65%	36,327	减持
23	PJUL	INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY	$1.7M	0.60%	34,827	新建仓
24	VBR	VANGUARD SMALL CAP VALUE ETF	$1.6M	0.58%	6,756	减持
25	LMBS	FIRST TRUST LOW DURATION OPPORTUNITIES ETF	$1.6M	0.57%	32,465	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