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Professional Financial Advisors, LLC 13F 持仓 · 2026年Q2

Professional Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 146 只证券,申报市值合计 5.78 亿美元。前几大持仓:SPTM(35.24%)、AGG(6.03%)、NTSX(5.29%)。本季前 25 大持仓中:增持 18 只、减持 7 只。

排名代码公司市值占组合股数变动
1SPTMSPDR SERIES TRUST$203.7M35.24%2.2M增持
2AGGISHARES TR$34.9M6.03%352,310减持
3NTSXWISDOMTREE TR$30.6M5.29%518,200增持
4VXUSVANGUARD STAR FDS$28.6M4.95%334,704增持
5RSSBTIDAL TRUST II$13.3M2.30%432,593增持
6VTIVANGUARD INDEX FDS$13.1M2.26%35,269减持
7NTSIWISDOMTREE TR$12.0M2.08%258,504增持
8DBMFLITMAN GREGORY FDS TR$10.3M1.78%335,666增持
9MTUMISHARES TR$9.0M1.56%26,369增持
10DGROISHARES TR$8.7M1.51%115,292增持
11SPMOINVESCO EXCH TRADED FD TR II$8.2M1.43%51,034增持
12BILSPDR SERIES TRUST$7.3M1.27%80,050减持
13MMTMSPDR SERIES TRUST$6.7M1.17%21,561减持
14VOOVANGUARD INDEX FDS$6.6M1.15%9,682增持
15SPBCSIMPLIFY EXCHANGE TRADED FUN$6.2M1.07%130,926增持
16BRKBBERKSHIRE HATHAWAY INC DEL$5.4M0.94%10,829增持
17RSSTTIDAL TRUST II$5.1M0.88%155,835增持
18IUSINVESCO EXCH TRD SLF IDX FD$5.0M0.86%75,825增持
19UNPUNION PAC CORP$5.0M0.86%18,316减持
20VEUVANGUARD INTL EQUITY INDEX F$4.9M0.84%58,100增持
21BIVVANGUARD BD INDEX FDS$4.4M0.77%57,710增持
22DFGPDIMENSIONAL ETF TRUST$4.1M0.71%75,128增持
23GLDSPDR GOLD TR$4.1M0.71%11,082减持
24IDMOINVESCO EXCH TRADED FD TR II$4.1M0.71%68,552增持
25SCZISHARES TR$3.8M0.66%46,618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