Private Client Services, LLC 13F 持仓 · 2026年Q3
Private Client Services 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 232 只证券，申报市值合计 3.72 亿美元。前几大持仓：IVV（9.42%）、IEFA（7.20%）、HGER（3.39%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.1M | 9.42% | 45,789 | 减持 |
| 2 | IEFA | ISHARES TR | $26.8M | 7.20% | 276,781 | 增持 |
| 3 | HGER | HARBOR ETF TRUST | $12.6M | 3.39% | 358,070 | 增持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $12.2M | 3.27% | 205,012 | 减持 |
| 5 | VB | VANGUARD INDEX FDS | $9.8M | 2.65% | 34,614 | 增持 |
| 6 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | $9.8M | 2.64% | 387,028 | 增持 |
| 7 | VO | VANGUARD INDEX FDS | $9.0M | 2.42% | 114,751 | 减持 |
| 8 | RLY | SSGA ACTIVE ETF TR | $8.7M | 2.32% | 239,143 | 增持 |
| 9 | HTRB | HARTFORD FDS EXCHANGE TRADED | $8.5M | 2.28% | 264,447 | 增持 |
| 10 | BND | VANGUARD BD INDEX FDS | $7.8M | 2.09% | 111,130 | 增持 |
| 11 | AGG | ISHARES TR | $7.7M | 2.07% | 81,544 | 增持 |
| 12 | QQQ | INVESCO QQQ TR | $7.2M | 1.93% | 9,694 | 减持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $6.8M | 1.82% | 8,899 | 减持 |
| 14 | AAPL | APPLE INC | $5.6M | 1.51% | 16,885 | 减持 |
| 15 | DDFY | INNOVATOR ETFS TRUST | $5.5M | 1.49% | 270,104 | 新建仓 |
| 16 | NVDA | NVIDIA CORPORATION | $5.2M | 1.38% | 22,554 | 减持 |
| 17 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $5.1M | 1.37% | 177,270 | 减持 |
| 18 | AMZN | AMAZON COM INC | $4.3M | 1.16% | 17,268 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $4.3M | 1.15% | 8,373 | 增持 |
| 20 | DYNF | BLACKROCK ETF TRUST | $4.0M | 1.08% | 57,882 | 增持 |
| 21 | CGBL | CAPITAL GROUP CORE BALANCED | $4.0M | 1.07% | 108,591 | 增持 |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.7M | 0.99% | 65,708 | 减持 |
| 23 | THRO | BLACKROCK ETF TRUST | $3.4M | 0.92% | 77,840 | 增持 |
| 24 | SCHP | SCHWAB STRATEGIC TR | $3.3M | 0.87% | 129,481 | 减持 |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $3.1M | 0.82% | 14,664 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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