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 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $203.7M | 35.24% | 2.2M | 增持 |
| 2 | AGG | ISHARES TR | $34.9M | 6.03% | 352,310 | 减持 |
| 3 | NTSX | WISDOMTREE TR | $30.6M | 5.29% | 518,200 | 增持 |
| 4 | VXUS | VANGUARD STAR FDS | $28.6M | 4.95% | 334,704 | 增持 |
| 5 | RSSB | TIDAL TRUST II | $13.3M | 2.30% | 432,593 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $13.1M | 2.26% | 35,269 | 减持 |
| 7 | NTSI | WISDOMTREE TR | $12.0M | 2.08% | 258,504 | 增持 |
| 8 | DBMF | LITMAN GREGORY FDS TR | $10.3M | 1.78% | 335,666 | 增持 |
| 9 | MTUM | ISHARES TR | $9.0M | 1.56% | 26,369 | 增持 |
| 10 | DGRO | ISHARES TR | $8.7M | 1.51% | 115,292 | 增持 |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | $8.2M | 1.43% | 51,034 | 增持 |
| 12 | BIL | SPDR SERIES TRUST | $7.3M | 1.27% | 80,050 | 减持 |
| 13 | MMTM | SPDR SERIES TRUST | $6.7M | 1.17% | 21,561 | 减持 |
| 14 | VOO | VANGUARD INDEX FDS | $6.6M | 1.15% | 9,682 | 增持 |
| 15 | SPBC | SIMPLIFY EXCHANGE TRADED FUN | $6.2M | 1.07% | 130,926 | 增持 |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.4M | 0.94% | 10,829 | 增持 |
| 17 | RSST | TIDAL TRUST II | $5.1M | 0.88% | 155,835 | 增持 |
| 18 | IUS | INVESCO EXCH TRD SLF IDX FD | $5.0M | 0.86% | 75,825 | 增持 |
| 19 | UNP | UNION PAC CORP | $5.0M | 0.86% | 18,316 | 减持 |
| 20 | VEU | VANGUARD INTL EQUITY INDEX F | $4.9M | 0.84% | 58,100 | 增持 |
| 21 | BIV | VANGUARD BD INDEX FDS | $4.4M | 0.77% | 57,710 | 增持 |
| 22 | DFGP | DIMENSIONAL ETF TRUST | $4.1M | 0.71% | 75,128 | 增持 |
| 23 | GLD | SPDR GOLD TR | $4.1M | 0.71% | 11,082 | 减持 |
| 24 | IDMO | INVESCO EXCH TRADED FD TR II | $4.1M | 0.71% | 68,552 | 增持 |
| 25 | SCZ | ISHARES TR | $3.8M | 0.66% | 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