Omega Financial Group, LLC 13F 持仓 · 2026年Q2
Omega Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 91 只证券，申报市值合计 3.29 亿美元。前几大持仓：AGG（6.52%）、VNQ（6.13%）、IJR（6.11%）。本季前 25 大持仓中：增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $21.4M | 6.52% | 216,553 | 增持 |
| 2 | VNQ | VANGUARD INDEX FDS | $20.1M | 6.13% | 208,874 | 增持 |
| 3 | IJR | ISHARES TR | $20.1M | 6.11% | 135,396 | 增持 |
| 4 | IVV | ISHARES TR | $17.4M | 5.30% | 23,260 | 增持 |
| 5 | ISTB | ISHARES TR | $16.6M | 5.05% | 343,682 | 增持 |
| 6 | IJH | ISHARES TR | $15.8M | 4.80% | 204,398 | 增持 |
| 7 | IJJ | ISHARES TR | $13.7M | 4.18% | 92,908 | 增持 |
| 8 | SCHM | SCHWAB STRATEGIC TR | $12.6M | 3.83% | 341,565 | 减持 |
| 9 | IEFA | ISHARES TR | $12.5M | 3.81% | 129,502 | 增持 |
| 10 | IEMG | ISHARES INC | $12.3M | 3.75% | 148,609 | 减持 |
| 11 | SCZ | ISHARES TR | $11.7M | 3.57% | 142,432 | 增持 |
| 12 | EMB | ISHARES TR | $9.2M | 2.78% | 94,891 | 增持 |
| 13 | IWB | ISHARES TR | $9.1M | 2.78% | 22,301 | 减持 |
| 14 | AFRM | AFFIRM HLDGS INC | $8.5M | 2.57% | 103,627 | 持平 |
| 15 | SPHY | SPDR SERIES TRUST | $8.3M | 2.54% | 355,595 | 增持 |
| 16 | BNDX | VANGUARD CHARLOTTE FDS | $7.5M | 2.29% | 155,392 | 增持 |
| 17 | IYR | ISHARES TR | $6.4M | 1.94% | 62,307 | 减持 |
| 18 | EEMS | ISHARES INC | $5.8M | 1.78% | 76,931 | 减持 |
| 19 | SCHX | SCHWAB STRATEGIC TR | $5.8M | 1.77% | 198,182 | 减持 |
| 20 | QQQ | INVESCO QQQ TR | $5.5M | 1.66% | 7,417 | 减持 |
| 21 | DVY | ISHARES TR | $4.9M | 1.48% | 31,077 | 减持 |
| 22 | IUSG | ISHARES TR | $4.7M | 1.43% | 25,020 | 增持 |
| 23 | EFG | ISHARES TR | $4.4M | 1.33% | 35,014 | 减持 |
| 24 | SCHH | SCHWAB STRATEGIC TR | $4.2M | 1.29% | 178,953 | 减持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $3.7M | 1.11% | 4,897 | 减持 |
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