Resonant Capital Advisors, LLC 13F 持仓 · 2026年Q2
Resonant Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 538 只证券，申报市值合计 20.93 亿美元。前几大持仓：IVV（8.44%）、JMST（4.49%）、MEAR（4.34%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $176.6M | 8.44% | 235,812 | 减持 |
| 2 | JMST | J P MORGAN EXCHANGE TRADED F | $93.9M | 4.49% | 1.8M | 增持 |
| 3 | MEAR | ISHARES U S ETF TR | $90.9M | 4.34% | 1.8M | 增持 |
| 4 | DSTL | ETF SER SOLUTIONS | $68.8M | 3.29% | 1.1M | 减持 |
| 5 | SCHR | SCHWAB STRATEGIC TR | $66.6M | 3.18% | 2.7M | 减持 |
| 6 | GARP | ISHARES TR | $65.4M | 3.12% | 791,780 | 增持 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $62.0M | 2.96% | 784,392 | 增持 |
| 8 | IJH | ISHARES TR | $60.0M | 2.86% | 777,549 | 增持 |
| 9 | FNDX | SCHWAB STRATEGIC TR | $44.3M | 2.12% | 1.4M | 减持 |
| 10 | IEFA | ISHARES TR | $38.8M | 1.86% | 402,022 | 减持 |
| 11 | IJR | ISHARES TR | $33.5M | 1.60% | 226,102 | 减持 |
| 12 | FNDF | SCHWAB STRATEGIC TR | $33.3M | 1.59% | 631,809 | 减持 |
| 13 | AAPL | APPLE INC | $32.4M | 1.55% | 111,880 | 增持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $31.7M | 1.52% | 42,366 | 减持 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $30.6M | 1.46% | 129,495 | 减持 |
| 16 | VTEB | VANGUARD MUN BD FDS | $30.1M | 1.44% | 595,998 | 减持 |
| 17 | FNDA | SCHWAB STRATEGIC TR | $29.0M | 1.39% | 763,063 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $28.8M | 1.37% | 143,797 | 增持 |
| 19 | SGOV | ISHARES TR | $28.2M | 1.35% | 279,727 | 减持 |
| 20 | MUB | ISHARES TR | $27.4M | 1.31% | 254,378 | 增持 |
| 21 | IEMG | ISHARES INC | $26.2M | 1.25% | 315,709 | 增持 |
| 22 | JPIE | J P MORGAN EXCHANGE TRADED F | $25.9M | 1.24% | 562,989 | 增持 |
| 23 | JSMD | JANUS DETROIT STR TR | $26.0M | 1.24% | 256,416 | 增持 |
| 24 | RWK | INVESCO EXCH TRADED FD TR II | $25.3M | 1.21% | 172,713 | 增持 |
| 25 | VIGI | VANGUARD WHITEHALL FDS | $25.0M | 1.19% | 267,741 | 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