S&A Financial Services, Inc. 13F 持仓 · 2026年Q2
S&A Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 1.64 亿美元。前几大持仓：SHYG（7.26%）、SPHY（6.92%）、VGT（5.99%）。本季前 25 大持仓中：增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHYG | ISHARES TR | $11.9M | 7.26% | 280,282 | 增持 |
| 2 | SPHY | SPDR SERIES TRUST | $11.3M | 6.92% | 483,315 | 增持 |
| 3 | VGT | VANGUARD WORLD FD | $9.8M | 5.99% | 82,055 | 增持 |
| 4 | SCHG | SCHWAB STRATEGIC TR | $8.8M | 5.37% | 260,171 | 增持 |
| 5 | AVLV | AMERICAN CENTY ETF TR | $8.7M | 5.34% | 95,843 | 增持 |
| 6 | IYW | ISHARES TR | $6.5M | 3.97% | 25,761 | 减持 |
| 7 | AVUS | AMERICAN CENTY ETF TR | $6.3M | 3.87% | 49,473 | 增持 |
| 8 | AAPL | APPLE INC | $5.4M | 3.27% | 18,523 | 减持 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.3M | 3.27% | 94,713 | 增持 |
| 10 | XONE | BONDBLOXX ETF TRUST | $4.8M | 2.94% | 97,673 | 增持 |
| 11 | SRLN | SSGA ACTIVE ETF TR | $4.7M | 2.88% | 117,121 | 减持 |
| 12 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.7M | 2.85% | 76,042 | 增持 |
| 13 | SOXX | ISHARES TR | $4.3M | 2.60% | 6,642 | 减持 |
| 14 | BKGI | BNY MELLON ETF TRUST | $3.9M | 2.37% | 86,420 | 增持 |
| 15 | BBBS | BONDBLOXX ETF TRUST | $3.2M | 1.93% | 62,030 | 增持 |
| 16 | XHLF | BONDBLOXX ETF TRUST | $3.1M | 1.92% | 62,586 | 减持 |
| 17 | IYC | ISHARES TR | $3.1M | 1.89% | 30,645 | 减持 |
| 18 | FDVV | FIDELITY COVINGTON TRUST | $2.7M | 1.64% | 44,655 | 增持 |
| 19 | XTWO | BONDBLOXX ETF TRUST | $2.4M | 1.45% | 48,429 | 增持 |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.42% | 50,490 | 增持 |
| 21 | XFIV | BONDBLOXX ETF TRUST | $2.2M | 1.37% | 46,165 | 增持 |
| 22 | CPRT | COPART INC | $2.1M | 1.31% | 76,208 | 持平 |
| 23 | HDV | ISHARES TR | $2.1M | 1.31% | 78,203 | 增持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $2.2M | 1.31% | 30,222 | 增持 |
| 25 | VHT | VANGUARD WORLD FD | $2.1M | 1.28% | 7,022 | 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