Salus Financial Advisors, LLC 13F 持仓 · 2026年Q2
Salus Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 39 只证券,申报市值合计 2.03 亿美元。前几大持仓:IVV(25.44%)、IEFA(14.22%)、IUSV(13.21%)。本季前 25 大持仓中:增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $51.6M | 25.44% | 68,895 | 增持 |
| 2 | IEFA | ISHARES TR | $28.8M | 14.22% | 298,638 | 增持 |
| 3 | IUSV | ISHARES TR | $26.8M | 13.21% | 243,298 | 增持 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $15.6M | 7.71% | 343,812 | 增持 |
| 5 | FBCG | FIDELITY COVINGTON TRUST | $14.0M | 6.88% | 224,609 | 增持 |
| 6 | FESM | FIDELITY COVINGTON TRUST | $9.7M | 4.77% | 200,250 | 增持 |
| 7 | FDEM | FIDELITY COVINGTON TRUST | $9.6M | 4.72% | 263,360 | 增持 |
| 8 | FCOR | FIDELITY MERRIMACK STR TR | $7.9M | 3.87% | 166,697 | 增持 |
| 9 | IJS | ISHARES TR | $5.4M | 2.66% | 39,535 | 增持 |
| 10 | FLTB | FIDELITY MERRIMACK STR TR | $4.0M | 1.96% | 79,432 | 增持 |
| 11 | EFV | ISHARES TR | $3.5M | 1.72% | 45,581 | 减持 |
| 12 | EFA | ISHARES TR | $3.4M | 1.68% | 32,883 | 增持 |
| 13 | BITQ | BITWISE FUNDS TRUST | $3.2M | 1.60% | 132,586 | 减持 |
| 14 | BITB | BITWISE BITCOIN ETF TR | $2.9M | 1.45% | 92,543 | 增持 |
| 15 | IWM | ISHARES TR | $2.5M | 1.22% | 8,209 | 增持 |
| 16 | EEM | ISHARES TR | $2.0M | 0.99% | 29,439 | 减持 |
| 17 | VTV | VANGUARD INDEX FDS | $2.0M | 0.97% | 9,061 | 减持 |
| 18 | CDC | VICTORY PORTFOLIOS II | $1.3M | 0.63% | 17,283 | 持平 |
| 19 | FELC | FIDELITY COVINGTON TRUST | $982,512 | 0.48% | 23,443 | 增持 |
| 20 | VTI | VANGUARD INDEX FDS | $932,871 | 0.46% | 2,521 | 增持 |
| 21 | FENI | FIDELITY COVINGTON TRUST | $658,532 | 0.32% | 16,410 | 减持 |
| 22 | VUG | VANGUARD INDEX FDS | $572,142 | 0.28% | 6,642 | 增持 |
| 23 | VXUS | VANGUARD STAR FDS | $531,919 | 0.26% | 6,222 | 持平 |
| 24 | IVE | ISHARES TR | $480,232 | 0.24% | 2,115 | 增持 |
| 25 | IVW | ISHARES TR | $473,241 | 0.23% | 3,441 | 持平 |
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