Portfolio Resources Advisor Group, Inc. 13F 持仓 · 2026年Q2
Portfolio Resources Advisor Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 150 只证券，申报市值合计 1.18 亿美元。前几大持仓：IVV（13.82%）、IVW（7.51%）、IUSB（6.73%）。本季前 25 大持仓中：新建仓 3 只、增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $16.3M | 13.82% | 21,819 | 增持 |
| 2 | IVW | ISHARES TR | $8.9M | 7.51% | 64,552 | 减持 |
| 3 | IUSB | ISHARES TR | $8.0M | 6.73% | 172,509 | 增持 |
| 4 | IVE | ISHARES TR | $6.5M | 5.46% | 28,421 | 减持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $6.2M | 5.23% | 90,877 | 增持 |
| 6 | IWB | ISHARES TR | $4.1M | 3.43% | 9,907 | 减持 |
| 7 | IEMG | ISHARES INC | $3.5M | 2.98% | 42,544 | 减持 |
| 8 | EFG | ISHARES TR | $3.2M | 2.69% | 25,552 | 增持 |
| 9 | BAI | BLACKROCK ETF TRUST | $3.1M | 2.66% | 59,611 | 减持 |
| 10 | MTUM | ISHARES TR | $2.6M | 2.23% | 7,674 | 减持 |
| 11 | IEFA | ISHARES TR | $2.4M | 2.06% | 25,156 | 减持 |
| 12 | CORO | BLACKROCK ETF TRUST | $2.3M | 1.99% | 64,146 | 新建仓 |
| 13 | BLCR | BLACKROCK ETF TRUST | $2.3M | 1.98% | 46,555 | 增持 |
| 14 | GBND | GOLDMAN SACHS ETF TR | $2.2M | 1.86% | 43,600 | 新建仓 |
| 15 | IDEF | BLACKROCK ETF TRUST | $2.2M | 1.86% | 69,119 | 增持 |
| 16 | TLH | ISHARES TR | $2.0M | 1.66% | 19,566 | 减持 |
| 17 | GOVT | ISHARES TR | $1.8M | 1.55% | 80,461 | 增持 |
| 18 | THRO | BLACKROCK ETF TRUST | $1.8M | 1.49% | 40,850 | 减持 |
| 19 | EFV | ISHARES TR | $1.7M | 1.45% | 22,388 | 减持 |
| 20 | MBB | ISHARES TR | $1.7M | 1.41% | 17,630 | 增持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.6M | 1.38% | 22,820 | 增持 |
| 22 | IALT | BLACKROCK ETF TRUST | $1.6M | 1.37% | 57,834 | 新建仓 |
| 23 | VTV | VANGUARD INDEX FDS | $1.5M | 1.30% | 7,070 | 增持 |
| 24 | FRDM | EA SERIES TRUST | $1.5M | 1.24% | 20,058 | 增持 |
| 25 | QQQ | INVESCO QQQ TR | $1.2M | 1.01% | 1,621 | 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