Safir Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Safir Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 17 只证券，申报市值合计 1.54 亿美元。前几大持仓：VOO（41.68%）、BSV（10.82%）、VUG（10.77%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 1 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $64.1M | 41.68% | 93,397 | 增持 |
| 2 | BSV | VANGUARD BD INDEX FDS | $16.7M | 10.82% | 213,718 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $16.6M | 10.77% | 192,377 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $13.4M | 8.68% | 61,267 | 增持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $12.9M | 8.37% | 54,411 | 增持 |
| 6 | BIV | VANGUARD BD INDEX FDS | $11.0M | 7.16% | 143,732 | 增持 |
| 7 | VXF | VANGUARD INDEX FDS | $6.7M | 4.33% | 27,092 | 增持 |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | $5.7M | 3.73% | 98,526 | 减持 |
| 9 | MUB | ISHARES TR | $2.5M | 1.61% | 23,079 | 持平 |
| 10 | SUB | ISHARES TR | $2.5M | 1.60% | 23,056 | 持平 |
| 11 | AAPL | APPLE INC | $465,291 | 0.30% | 1,608 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $343,178 | 0.22% | 920 | 增持 |
| 13 | JNJ | JOHNSON & JOHNSON | $243,049 | 0.16% | 957 | 持平 |
| 14 | XOM | EXXON MOBIL CORP | $250,471 | 0.16% | 1,832 | 持平 |
| 15 | ABBV | ABBVIE INC | $224,966 | 0.15% | 894 | 新建仓 |
| 16 | IMO | IMPERIAL OIL LTD | $201,636 | 0.13% | 1,800 | 持平 |
| 17 | PNRG | PRIMEENERGY RESOURCES CORP | $207,611 | 0.13% | 1,244 | 持平 |
| 18 | CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | 清仓 |
| 19 | MCD | MCDONALDS CORP | $0 | 0.00% | 0 | 清仓 |
| 20 | PEP | PEPSICO INC | $0 | 0.00% | 0 | 清仓 |
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