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Pacific Financial Group Inc 13F 持仓 · 2026年Q2

Pacific Financial Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 85 只证券,申报市值合计 2.09 亿美元。前几大持仓:IVV(11.73%)、QQQ(7.21%)、IVW(5.74%)。本季前 25 大持仓中:增持 11 只、减持 14 只。

排名代码公司市值占组合股数变动
1IVVISHARES TR$24.5M11.73%32,680增持
2QQQINVESCO QQQ TR$15.0M7.21%20,412减持
3IVWISHARES TR$12.0M5.74%87,103减持
4SPYSTATE STR SPDR S&P 500 ETF T$9.1M4.38%12,223减持
5IJRISHARES TR$7.9M3.79%53,339减持
6VUGVANGUARD INDEX FDS$6.6M3.17%76,712增持
7IMCBISHARES TR$6.4M3.05%65,814减持
8SPHQINVESCO EXCHANGE TRADED FD T$6.3M3.00%69,457增持
9IVEISHARES TR$5.8M2.79%25,598减持
10DGROISHARES TR$5.7M2.74%75,554减持
11SPYVSPDR SERIES TRUST$5.5M2.64%90,666减持
12VEAVANGUARD TAX-MANAGED FDS$5.5M2.63%76,890减持
13IJHISHARES TR$5.2M2.48%67,032减持
14VTVVANGUARD INDEX FDS$4.8M2.32%22,205减持
15SECTNORTHERN LTS FD TR IV$4.7M2.23%64,658增持
16SPMOINVESCO EXCH TRADED FD TR II$4.2M2.00%25,872增持
17HAWXISHARES TR$3.7M1.78%80,061增持
18PULSPGIM ETF TR$3.7M1.77%74,275增持
19DYNFBLACKROCK ETF TRUST$3.5M1.68%51,479减持
20FDVVFIDELITY COVINGTON TRUST$3.5M1.68%58,217增持
21VBVANGUARD INDEX FDS$3.1M1.51%10,385减持
22IJKISHARES TR$3.0M1.44%25,578减持
23SPIBSPDR SERIES TRUST$2.7M1.29%80,472增持
24IEFAISHARES TR$2.5M1.21%26,060增持
25EFAISHARES TR$2.4M1.13%22,768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