Portland Financial Advisors Inc 13F 持仓 · 2026年Q2
Portland Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 89 只证券，申报市值合计 5,480.55 万美元。前几大持仓：VO（4.89%）、USFR（4.68%）、STIP（4.32%）。本季前 25 大持仓中：增持 12 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | $2.7M | 4.89% | 33,253 | 增持 |
| 2 | USFR | WISDOMTREE TR | $2.6M | 4.68% | 50,966 | 增持 |
| 3 | STIP | ISHARES TR | $2.4M | 4.32% | 23,173 | 增持 |
| 4 | OHI | OMEGA HEALTHCARE INVS INC | $2.3M | 4.24% | 48,712 | 减持 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 3.96% | 2,908 | 持平 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $1.7M | 3.17% | 11,004 | 增持 |
| 7 | SPSB | SPDR SERIES TRUST | $1.7M | 3.07% | 56,023 | 增持 |
| 8 | ACWV | ISHARES INC | $1.4M | 2.49% | 11,328 | 持平 |
| 9 | FLRN | SPDR SERIES TRUST | $1.3M | 2.43% | 43,084 | 增持 |
| 10 | IVV | ISHARES TR | $1.3M | 2.42% | 1,774 | 持平 |
| 11 | SPEM | SPDR INDEX SHS FDS | $1.2M | 2.22% | 23,507 | 增持 |
| 12 | LGLV | SPDR SERIES TRUST | $1.0M | 1.83% | 5,515 | 持平 |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | $969,779 | 1.77% | 10,953 | 增持 |
| 14 | CWB | SPDR SERIES TRUST | $960,568 | 1.75% | 8,909 | 持平 |
| 15 | VTV | VANGUARD INDEX FDS | $851,888 | 1.55% | 3,909 | 增持 |
| 16 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $748,850 | 1.37% | 1 | 持平 |
| 17 | SPHD | INVESCO EXCH TRADED FD TR II | $738,553 | 1.35% | 14,527 | 持平 |
| 18 | XMLV | INVESCO EXCH TRADED FD TR II | $735,533 | 1.34% | 11,089 | 持平 |
| 19 | SMLV | SPDR SERIES TRUST | $728,748 | 1.33% | 4,631 | 增持 |
| 20 | FLOT | ISHARES TR | $696,833 | 1.27% | 13,650 | 减持 |
| 21 | SCHR | SCHWAB STRATEGIC TR | $690,036 | 1.26% | 27,982 | 增持 |
| 22 | EFAV | ISHARES TR | $687,296 | 1.25% | 7,836 | 减持 |
| 23 | VV | VANGUARD INDEX FDS | $677,159 | 1.24% | 1,969 | 增持 |
| 24 | VPL | VANGUARD INTL EQUITY INDEX F | $654,227 | 1.19% | 5,655 | 持平 |
| 25 | HEDJ | WISDOMTREE TR | $634,467 | 1.16% | 11,131 | 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