Roberts Financial LLC 13F 持仓 · 2026年Q2
Roberts Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 3.41 亿美元。前几大持仓：IEUR（18.11%）、SPIB（11.57%）、USHY（10.82%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEUR | ISHARES TR | $61.8M | 18.11% | 822,766 | 增持 |
| 2 | SPIB | SPDR SERIES TRUST | $39.5M | 11.57% | 1.2M | 增持 |
| 3 | USHY | ISHARES TR | $36.9M | 10.82% | 997,955 | 增持 |
| 4 | SPYV | SPDR SERIES TRUST | $33.6M | 9.84% | 552,950 | 增持 |
| 5 | SPYG | SPDR SERIES TRUST | $32.5M | 9.50% | 272,765 | 减持 |
| 6 | GOVT | ISHARES TR | $18.7M | 5.47% | 820,077 | 增持 |
| 7 | IPAC | ISHARES TR | $17.1M | 5.01% | 208,888 | 减持 |
| 8 | IUSG | ISHARES TR | $16.7M | 4.88% | 88,554 | 减持 |
| 9 | VOE | VANGUARD INDEX FDS | $15.2M | 4.46% | 77,001 | 减持 |
| 10 | VOT | VANGUARD INDEX FDS | $15.1M | 4.42% | 49,278 | 减持 |
| 11 | SPTL | SPDR SERIES TRUST | $12.7M | 3.71% | 482,932 | 增持 |
| 12 | IUSV | ISHARES TR | $12.3M | 3.60% | 111,670 | 增持 |
| 13 | SLYG | SPDR SERIES TRUST | $7.2M | 2.11% | 60,445 | 减持 |
| 14 | SLYV | SPDR SERIES TRUST | $6.7M | 1.96% | 61,436 | 减持 |
| 15 | LQD | ISHARES TR | $3.9M | 1.14% | 35,754 | 增持 |
| 16 | B | BARRICK MNG CORP | $1.6M | 0.48% | 44,413 | 新建仓 |
| 17 | SCHO | SCHWAB STRATEGIC TR | $1.6M | 0.48% | 67,825 | 减持 |
| 18 | TLT | ISHARES TR | $1.3M | 0.39% | 15,359 | 减持 |
| 19 | IWS | ISHARES TR | $1.1M | 0.33% | 6,797 | 减持 |
| 20 | IWP | ISHARES TR | $1.0M | 0.30% | 7,026 | 减持 |
| 21 | AGG | ISHARES TR | $575,441 | 0.17% | 5,814 | 减持 |
| 22 | AAPL | APPLE INC | $493,797 | 0.14% | 1,707 | 增持 |
| 23 | IJS | ISHARES TR | $489,146 | 0.14% | 3,579 | 减持 |
| 24 | IJT | ISHARES TR | $473,720 | 0.14% | 2,652 | 减持 |
| 25 | SHV | ISHARES TR | $418,242 | 0.12% | 3,790 | 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