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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
1IVVISHARES TR$51.6M25.44%68,895增持
2IEFAISHARES TR$28.8M14.22%298,638增持
3IUSVISHARES TR$26.8M13.21%243,298增持
4FBNDFIDELITY MERRIMACK STR TR$15.6M7.71%343,812增持
5FBCGFIDELITY COVINGTON TRUST$14.0M6.88%224,609增持
6FESMFIDELITY COVINGTON TRUST$9.7M4.77%200,250增持
7FDEMFIDELITY COVINGTON TRUST$9.6M4.72%263,360增持
8FCORFIDELITY MERRIMACK STR TR$7.9M3.87%166,697增持
9IJSISHARES TR$5.4M2.66%39,535增持
10FLTBFIDELITY MERRIMACK STR TR$4.0M1.96%79,432增持
11EFVISHARES TR$3.5M1.72%45,581减持
12EFAISHARES TR$3.4M1.68%32,883增持
13BITQBITWISE FUNDS TRUST$3.2M1.60%132,586减持
14BITBBITWISE BITCOIN ETF TR$2.9M1.45%92,543增持
15IWMISHARES TR$2.5M1.22%8,209增持
16EEMISHARES TR$2.0M0.99%29,439减持
17VTVVANGUARD INDEX FDS$2.0M0.97%9,061减持
18CDCVICTORY PORTFOLIOS II$1.3M0.63%17,283持平
19FELCFIDELITY COVINGTON TRUST$982,5120.48%23,443增持
20VTIVANGUARD INDEX FDS$932,8710.46%2,521增持
21FENIFIDELITY COVINGTON TRUST$658,5320.32%16,410减持
22VUGVANGUARD INDEX FDS$572,1420.28%6,642增持
23VXUSVANGUARD STAR FDS$531,9190.26%6,222持平
24IVEISHARES TR$480,2320.24%2,115增持
25IVWISHARES TR$473,2410.23%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