Seneca Financial Advisors LLC 13F 持仓 · 2026年Q2
Seneca Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 3.85 亿美元。前几大持仓：SCHG（9.72%）、VIG（9.23%）、SCHM（7.35%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $37.4M | 9.72% | 1.1M | 增持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $35.5M | 9.23% | 150,196 | 减持 |
| 3 | SCHM | SCHWAB STRATEGIC TR | $28.3M | 7.35% | 767,806 | 增持 |
| 4 | STIP | ISHARES TR | $26.9M | 6.97% | 262,884 | 增持 |
| 5 | SCHP | SCHWAB STRATEGIC TR | $26.5M | 6.87% | 998,768 | 增持 |
| 6 | SCHA | SCHWAB STRATEGIC TR | $25.7M | 6.68% | 712,389 | 增持 |
| 7 | VTEB | VANGUARD MUN BD FDS | $24.9M | 6.47% | 492,631 | 增持 |
| 8 | VXUS | VANGUARD STAR FDS | $24.3M | 6.30% | 283,926 | 减持 |
| 9 | SCHV | SCHWAB STRATEGIC TR | $21.7M | 5.64% | 624,063 | 减持 |
| 10 | EFG | ISHARES TR | $21.7M | 5.63% | 174,129 | 增持 |
| 11 | VYM | VANGUARD WHITEHALL FDS | $16.5M | 4.28% | 104,197 | 减持 |
| 12 | SCHF | SCHWAB STRATEGIC TR | $13.6M | 3.54% | 492,450 | 减持 |
| 13 | SCHE | SCHWAB STRATEGIC TR | $10.3M | 2.69% | 285,421 | 减持 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $8.7M | 2.25% | 145,091 | 减持 |
| 15 | EFV | ISHARES TR | $7.8M | 2.02% | 101,611 | 减持 |
| 16 | IWB | ISHARES TR | $5.8M | 1.50% | 14,138 | 增持 |
| 17 | NDSN | NORDSON CORP | $4.3M | 1.12% | 14,320 | 减持 |
| 18 | VMBS | VANGUARD SCOTTSDALE FDS | $4.0M | 1.04% | 85,235 | 增持 |
| 19 | SCHX | SCHWAB STRATEGIC TR | $3.6M | 0.92% | 120,905 | 减持 |
| 20 | IUSB | ISHARES TR | $3.1M | 0.80% | 66,428 | 增持 |
| 21 | XOM | EXXON MOBIL CORP | $2.9M | 0.75% | 21,108 | 持平 |
| 22 | IWM | ISHARES TR | $2.5M | 0.65% | 8,339 | 减持 |
| 23 | IVV | ISHARES TR | $2.1M | 0.53% | 2,743 | 增持 |
| 24 | AAPL | APPLE INC | $1.8M | 0.46% | 6,061 | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $1.7M | 0.45% | 4,727 | 增持 |
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