ODonnell Financial Services, LLC 13F 持仓 · 2026年Q2
ODonnell Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 3.40 亿美元。前几大持仓：SPYM（20.26%）、RDVY（8.98%）、DUSA（7.59%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $68.8M | 20.26% | 783,367 | 增持 |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | $30.5M | 8.98% | 376,288 | 增持 |
| 3 | DUSA | DAVIS FUNDAMENTAL ETF TR | $25.8M | 7.59% | 459,277 | 增持 |
| 4 | MGK | VANGUARD WORLD FD | $22.1M | 6.49% | 250,832 | 增持 |
| 5 | EFA | ISHARES TR | $19.2M | 5.65% | 184,808 | 增持 |
| 6 | FTGS | FIRST TR EXCHANGE-TRADED FD | $19.2M | 5.64% | 517,844 | 增持 |
| 7 | FDD | FIRST TR EXCHANGE-TRADED FD | $17.8M | 5.23% | 958,425 | 增持 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $16.9M | 4.97% | 55,775 | 增持 |
| 9 | CLOA | BLACKROCK ETF TRUST II | $8.6M | 2.52% | 164,802 | 增持 |
| 10 | AAPL | APPLE INC | $8.4M | 2.48% | 29,071 | 减持 |
| 11 | KLAC | KLA CORP | $8.3M | 2.44% | 27,430 | 增持 |
| 12 | PYLD | PIMCO ETF TR | $7.8M | 2.31% | 295,750 | 增持 |
| 13 | DSTL | ETF SER SOLUTIONS | $7.7M | 2.27% | 129,051 | 减持 |
| 14 | SPMD | SPDR SERIES TRUST | $7.6M | 2.22% | 111,806 | 增持 |
| 15 | GOLY | STRATEGY SHS | $7.4M | 2.19% | 296,021 | 增持 |
| 16 | KAPR | INNOVATOR ETFS TRUST | $4.8M | 1.42% | 121,332 | 减持 |
| 17 | COWZ | PACER FDS TR | $4.5M | 1.31% | 71,550 | 减持 |
| 18 | GFEB | FIRST TR EXCHNG TRADED FD VI | $4.3M | 1.25% | 96,699 | 减持 |
| 19 | QMAR | FIRST TR EXCHNG TRADED FD VI | $4.2M | 1.23% | 111,899 | 减持 |
| 20 | PTNQ | PACER FDS TR | $4.0M | 1.19% | 45,505 | 减持 |
| 21 | PTMC | PACER FDS TR | $3.3M | 0.97% | 78,766 | 减持 |
| 22 | PSFF | PACER FDS TR | $3.2M | 0.95% | 93,739 | 减持 |
| 23 | AOA | ISHARES TR | $3.1M | 0.93% | 32,227 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $2.0M | 0.59% | 5,462 | 持平 |
| 25 | NVDA | NVIDIA CORPORATION | $1.8M | 0.54% | 9,090 | 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