Presper Financial Architects, LLC 13F 持仓 · 2026年Q2
Presper Financial Architects 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 55 只证券，申报市值合计 1.92 亿美元。前几大持仓：XLK（16.54%）、FBND（14.70%）、MAGS（11.41%）。本季前 25 大持仓中：增持 9 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XLK | SELECT SECTOR SPDR TR | $31.7M | 16.54% | 166,401 | 减持 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $28.2M | 14.70% | 619,230 | 增持 |
| 3 | MAGS | LISTED FDS TR | $21.9M | 11.41% | 340,161 | 减持 |
| 4 | CGMM | CAPITAL GROUP EQUITY ETF TR | $21.2M | 11.04% | 641,960 | 增持 |
| 5 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | $17.8M | 9.26% | 473,897 | 增持 |
| 6 | EFA | ISHARES TR | $14.6M | 7.61% | 140,351 | 增持 |
| 7 | FSMD | FIDELITY COVINGTON TRUST | $13.0M | 6.80% | 246,489 | 减持 |
| 8 | IWF | ISHARES TR | $11.4M | 5.96% | 92,027 | 增持 |
| 9 | IJR | ISHARES TR | $5.7M | 2.98% | 38,557 | 增持 |
| 10 | AAPL | APPLE INC | $2.7M | 1.43% | 9,458 | 减持 |
| 11 | VOO | VANGUARD INDEX FDS | $2.2M | 1.15% | 3,217 | 减持 |
| 12 | VIOO | VANGUARD ADMIRAL FDS INC | $1.9M | 0.99% | 13,730 | 持平 |
| 13 | IJH | ISHARES TR | $1.5M | 0.81% | 20,073 | 减持 |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $1.5M | 0.76% | 5,166 | 减持 |
| 15 | QUS | SPDR SERIES TRUST | $1.3M | 0.65% | 6,717 | 减持 |
| 16 | HBAN | HUNTINGTON BANCSHARES INC | $858,231 | 0.45% | 48,406 | 持平 |
| 17 | BIL | SPDR SERIES TRUST | $828,547 | 0.43% | 9,041 | 增持 |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $748,850 | 0.39% | 1 | 持平 |
| 19 | XOM | EXXON MOBIL CORP | $696,232 | 0.36% | 5,092 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $635,485 | 0.33% | 1,704 | 减持 |
| 21 | SPYM | SPDR SERIES TRUST | $628,166 | 0.33% | 7,148 | 持平 |
| 22 | PG | PROCTER & GAMBLE CO | $619,508 | 0.32% | 4,225 | 增持 |
| 23 | JNJ | JOHNSON & JOHNSON | $495,557 | 0.26% | 1,951 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $507,689 | 0.26% | 1,551 | 减持 |
| 25 | AGG | ISHARES TR | $453,130 | 0.24% | 4,578 | 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