RHS Financial, LLC 13F 持仓 · 2026年Q2
RHS Financial 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 165 只证券,申报市值合计 2.48 亿美元。前几大持仓:FNDF(4.68%)、VTI(4.50%)、FNDX(3.74%)。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 | FNDF | SCHWAB STRATEGIC TR | $11.6M | 4.68% | 219,742 | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $11.2M | 4.50% | 30,162 | 增持 |
| 3 | FNDX | SCHWAB STRATEGIC TR | $9.3M | 3.74% | 297,927 | 减持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $9.0M | 3.63% | 126,127 | 增持 |
| 5 | MTUM | ISHARES TR | $8.2M | 3.31% | 23,913 | 减持 |
| 6 | IVLU | ISHARES TR | $8.0M | 3.24% | 192,303 | 减持 |
| 7 | SCHB | SCHWAB STRATEGIC TR | $7.8M | 3.15% | 269,632 | 减持 |
| 8 | INTF | ISHARES TR | $7.1M | 2.86% | 173,378 | 增持 |
| 9 | EMGF | ISHARES INC | $6.3M | 2.54% | 86,012 | 减持 |
| 10 | FNDE | SCHWAB STRATEGIC TR | $5.7M | 2.31% | 144,271 | 减持 |
| 11 | IMTM | ISHARES TR | $5.7M | 2.29% | 106,314 | 增持 |
| 12 | LRGF | ISHARES TR | $5.5M | 2.24% | 73,365 | 增持 |
| 13 | AAPL | APPLE INC | $5.5M | 2.20% | 18,862 | 增持 |
| 14 | SCHF | SCHWAB STRATEGIC TR | $5.3M | 2.13% | 190,357 | 减持 |
| 15 | BOXX | EA SERIES TRUST | $5.1M | 2.05% | 43,356 | 减持 |
| 16 | RING | ISHARES INC | $4.9M | 1.97% | 75,677 | 增持 |
| 17 | USMV | ISHARES TR | $4.8M | 1.94% | 49,931 | 增持 |
| 18 | SCHP | SCHWAB STRATEGIC TR | $4.5M | 1.82% | 170,680 | 增持 |
| 19 | UCIB | UBS AG LONDON BRANCH | $4.1M | 1.67% | 126,850 | 增持 |
| 20 | QEFA | SPDR INDEX SHS FDS | $3.8M | 1.54% | 39,767 | 新建仓 |
| 21 | IDEV | ISHARES TR | $3.5M | 1.40% | 38,877 | 增持 |
| 22 | BCD | ABRDN ETFS | $3.1M | 1.27% | 92,160 | 增持 |
| 23 | NTSX | WISDOMTREE TR | $3.1M | 1.25% | 52,514 | 增持 |
| 24 | EFAV | ISHARES TR | $2.7M | 1.11% | 31,280 | 减持 |
| 25 | JPEM | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.05% | 41,397 | 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