Prepared Retirement Institute LLC 13F 持仓 · 2026年Q2
Prepared Retirement Institute 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 94 只证券，申报市值合计 2.35 亿美元。前几大持仓：VIG（12.05%）、SCHD（7.68%）、FELG（7.16%）。本季前 25 大持仓中：新建仓 3 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $28.3M | 12.05% | 119,642 | 增持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $18.0M | 7.68% | 569,163 | 减持 |
| 3 | FELG | FIDELITY COVINGTON TRUST | $16.8M | 7.16% | 384,328 | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $16.6M | 7.08% | 44,970 | 增持 |
| 5 | IHDG | WISDOMTREE TR | $13.8M | 5.87% | 263,132 | 减持 |
| 6 | CMBS | ISHARES TR | $12.7M | 5.42% | 261,927 | 增持 |
| 7 | SPYG | SPDR SERIES TRUST | $10.5M | 4.46% | 88,035 | 减持 |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $10.2M | 4.35% | 123,736 | 增持 |
| 9 | BND | VANGUARD BD INDEX FDS | $8.6M | 3.66% | 117,220 | 减持 |
| 10 | DIVI | FRANKLIN TEMPLETON ETF TR | $8.4M | 3.57% | 196,385 | 增持 |
| 11 | VB | VANGUARD INDEX FDS | $8.2M | 3.50% | 27,121 | 减持 |
| 12 | FALN | ISHARES TR | $7.3M | 3.12% | 268,819 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $6.2M | 2.66% | 9,097 | 减持 |
| 14 | SHY | ISHARES TR | $4.4M | 1.86% | 53,235 | 减持 |
| 15 | DIVB | ISHARES TR | $4.2M | 1.80% | 68,554 | 增持 |
| 16 | IAGG | ISHARES TR | $2.9M | 1.23% | 56,895 | 增持 |
| 17 | MSFT | MICROSOFT CORP | $2.7M | 1.14% | 7,149 | 增持 |
| 18 | AVLV | AMERICAN CENTY ETF TR | $2.5M | 1.07% | 27,674 | 新建仓 |
| 19 | IDEV | ISHARES TR | $2.1M | 0.90% | 23,779 | 新建仓 |
| 20 | SVAL | ISHARES TR | $2.0M | 0.86% | 48,177 | 增持 |
| 21 | UDIV | FRANKLIN TEMPLETON ETF TR | $1.9M | 0.83% | 32,291 | 增持 |
| 22 | VUG | VANGUARD INDEX FDS | $1.9M | 0.82% | 22,427 | 增持 |
| 23 | SMMD | ISHARES TR | $1.9M | 0.79% | 20,344 | 新建仓 |
| 24 | AAPL | APPLE INC | $1.8M | 0.78% | 6,343 | 减持 |
| 25 | ITA | ISHARES TR | $1.8M | 0.78% | 7,528 | 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