Second Half Financial Partners, LLC 13F 持仓 · 2026年Q2
Second Half Financial Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 109 只证券,申报市值合计 2.44 亿美元。前几大持仓:BIL(17.63%)、QQQI(11.63%)、SPYI(8.81%)。本季前 25 大持仓中:增持 7 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $43.0M | 17.63% | 469,315 | 持平 |
| 2 | QQQI | NEOS ETF TRUST | $28.4M | 11.63% | 499,503 | 持平 |
| 3 | SPYI | NEOS ETF TRUST | $21.5M | 8.81% | 404,802 | 持平 |
| 4 | DIVO | AMPLIFY ETF TR | $18.9M | 7.73% | 412,651 | 增持 |
| 5 | RDVI | FIRST TR EXCHANGE-TRADED FD | $18.5M | 7.57% | 628,118 | 持平 |
| 6 | OMAH | TIDAL TRUST III | $16.0M | 6.54% | 865,716 | 持平 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $12.3M | 5.05% | 16,496 | 减持 |
| 8 | QQQ | INVESCO QQQ TR | $5.4M | 2.23% | 7,386 | 增持 |
| 9 | IYW | ISHARES TR | $3.8M | 1.55% | 14,955 | 增持 |
| 10 | AAPL | APPLE INC | $3.7M | 1.52% | 12,789 | 增持 |
| 11 | ACIO | ETF SER SOLUTIONS | $3.7M | 1.50% | 79,291 | 减持 |
| 12 | DRSK | ETF SER SOLUTIONS | $3.4M | 1.38% | 116,967 | 减持 |
| 13 | IWM | ISHARES TR | $2.7M | 1.12% | 9,062 | 减持 |
| 14 | SCHD | SCHWAB STRATEGIC TR | $2.6M | 1.07% | 82,292 | 增持 |
| 15 | XLU | SELECT SECTOR SPDR TR | $2.5M | 1.04% | 55,864 | 增持 |
| 16 | DIA | STATE STR SPDR DOW JONES IND | $2.4M | 0.98% | 4,557 | 减持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $2.1M | 0.87% | 9,922 | 增持 |
| 18 | DUBS | ETF SER SOLUTIONS | $2.0M | 0.84% | 49,195 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $2.1M | 0.84% | 10,257 | 减持 |
| 20 | IDUB | ETF SER SOLUTIONS | $1.9M | 0.78% | 69,594 | 减持 |
| 21 | JUCY | ETF SER SOLUTIONS | $1.6M | 0.65% | 72,168 | 减持 |
| 22 | STXF | EA SERIES TRUST | $1.4M | 0.59% | 29,659 | 减持 |
| 23 | DFAI | DIMENSIONAL ETF TRUST | $1.3M | 0.55% | 32,518 | 减持 |
| 24 | ADME | ETF SER SOLUTIONS | $1.3M | 0.54% | 23,773 | 减持 |
| 25 | DEFR | ETF SER SOLUTIONS | $1.3M | 0.52% | 47,497 | 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