Prota Financial, LLC 13F 持仓 · 2026年Q3
Prota Financial 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 69 只证券，申报市值合计 1.57 亿美元。前几大持仓：JEPQ（7.94%）、QQQM（7.79%）、SCHG（5.97%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JEPQ | J P MORGAN EXCHANGE TRADED F | $12.4M | 7.94% | 204,358 | 增持 |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $12.2M | 7.79% | 39,914 | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $9.4M | 5.97% | 259,759 | 减持 |
| 4 | DGRO | ISHARES TR | $8.7M | 5.59% | 115,968 | 增持 |
| 5 | SCHF | SCHWAB STRATEGIC TR | $7.4M | 4.76% | 273,223 | 增持 |
| 6 | DIVO | AMPLIFY ETF TR | $6.3M | 4.01% | 135,192 | 增持 |
| 7 | COWZ | PACER FDS TR | $6.0M | 3.83% | 88,581 | 减持 |
| 8 | BXSL | BLACKSTONE SECD LENDING FD | $5.9M | 3.75% | 245,238 | 增持 |
| 9 | GPIX | GOLDMAN SACHS ETF TR | $5.9M | 3.74% | 105,471 | 增持 |
| 10 | SPYI | NEOS ETF TRUST | $5.9M | 3.74% | 109,917 | 增持 |
| 11 | OBDC | BLUE OWL CAPITAL CORPORATION | $5.7M | 3.66% | 549,167 | 增持 |
| 12 | XMHQ | INVESCO EXCHANGE TRADED FD T | $5.7M | 3.62% | 50,064 | 增持 |
| 13 | PBDC | PUTNAM ETF TRUST | $5.5M | 3.54% | 204,758 | 增持 |
| 14 | SCHE | SCHWAB STRATEGIC TR | $5.5M | 3.53% | 152,541 | 增持 |
| 15 | IDV | ISHARES TR | $5.5M | 3.51% | 132,574 | 增持 |
| 16 | LVHI | LEGG MASON ETF INVT | $5.5M | 3.48% | 131,526 | 增持 |
| 17 | AMLP | ALPS ETF TR | $5.4M | 3.46% | 103,612 | 增持 |
| 18 | SPHQ | INVESCO EXCHANGE TRADED FD T | $5.4M | 3.42% | 63,061 | 增持 |
| 19 | SPMO | INVESCO EXCH TRADED FD TR II | $3.8M | 2.41% | 24,646 | 增持 |
| 20 | AAPL | APPLE INC | $1.7M | 1.07% | 5,088 | 减持 |
| 21 | DIVI | FRANKLIN TEMPLETON ETF TR | $1.4M | 0.90% | 33,416 | 减持 |
| 22 | GOOGL | ALPHABET INC | $955,583 | 0.61% | 2,825 | 增持 |
| 23 | MRK | MERCK & CO INC | $875,084 | 0.56% | 6,085 | 减持 |
| 24 | OTF | BLUE OWL TECHNOLOGY FIN CORP | $858,545 | 0.55% | 88,056 | 增持 |
| 25 | V | VISA INC | $767,560 | 0.49% | 2,133 | 减持 |
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