Pettinga Financial Advisors LLC 13F 持仓 · 2026年Q2
Pettinga Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 156 只证券，申报市值合计 6.24 亿美元。前几大持仓：IVV（10.24%）、CORO（6.31%）、IVW（5.62%）。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 | IVV | ISHARES TR | $63.9M | 10.24% | 85,307 | 增持 |
| 2 | CORO | BLACKROCK ETF TRUST | $39.4M | 6.31% | 1.1M | 增持 |
| 3 | IVW | ISHARES TR | $35.1M | 5.62% | 254,988 | 减持 |
| 4 | LRGF | ISHARES TR | $30.4M | 4.88% | 402,597 | 减持 |
| 5 | IVE | ISHARES TR | $27.5M | 4.41% | 121,132 | 减持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $23.6M | 3.79% | 31,658 | 增持 |
| 7 | PRF | INVESCO EXCHANGE TRADED FD T | $23.2M | 3.72% | 429,194 | 增持 |
| 8 | GOVT | ISHARES TR | $19.0M | 3.05% | 835,484 | 增持 |
| 9 | GLD | SPDR GOLD TR | $18.6M | 2.99% | 50,597 | 减持 |
| 10 | IYW | ISHARES TR | $15.9M | 2.54% | 62,900 | 减持 |
| 11 | IALT | BLACKROCK ETF TRUST | $14.9M | 2.38% | 529,984 | 新建仓 |
| 12 | AAPL | APPLE INC | $14.3M | 2.29% | 49,278 | 减持 |
| 13 | MTUM | ISHARES TR | $14.2M | 2.27% | 41,384 | 减持 |
| 14 | DIA | STATE STR SPDR DOW JONES IND | $14.0M | 2.24% | 26,745 | 减持 |
| 15 | IWF | ISHARES TR | $12.5M | 2.00% | 100,515 | 增持 |
| 16 | IJR | ISHARES TR | $12.1M | 1.94% | 81,434 | 减持 |
| 17 | VYM | VANGUARD WHITEHALL FDS | $11.2M | 1.80% | 71,018 | 减持 |
| 18 | QQQ | INVESCO QQQ TR | $10.2M | 1.63% | 13,801 | 减持 |
| 19 | CINF | CINCINNATI FINL CORP | $9.8M | 1.57% | 52,767 | 增持 |
| 20 | SHLD | GLOBAL X FDS | $9.5M | 1.52% | 158,324 | 增持 |
| 21 | BLCR | BLACKROCK ETF TRUST | $9.4M | 1.50% | 185,757 | 增持 |
| 22 | MBB | ISHARES TR | $9.2M | 1.47% | 97,063 | 增持 |
| 23 | IJH | ISHARES TR | $8.7M | 1.39% | 112,454 | 减持 |
| 24 | QUAL | ISHARES TR | $8.7M | 1.39% | 39,570 | 减持 |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $6.2M | 1.00% | 29,183 | 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