Sharp Financial Services, LLC 13F 持仓 · 2026年Q2
Sharp Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 127 只证券，申报市值合计 2.16 亿美元。前几大持仓：VTI（14.23%）、AGG（7.09%）、VGIT（5.94%）。本季前 25 大持仓中：新建仓 3 只、增持 19 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $30.7M | 14.23% | 83,017 | 增持 |
| 2 | AGG | ISHARES TR | $15.3M | 7.09% | 154,625 | 增持 |
| 3 | VGIT | VANGUARD SCOTTSDALE FDS | $12.8M | 5.94% | 217,275 | 增持 |
| 4 | GLD | SPDR GOLD TR | $10.4M | 4.83% | 28,321 | 增持 |
| 5 | IWM | ISHARES TR | $8.0M | 3.68% | 26,463 | 增持 |
| 6 | QQQ | INVESCO QQQ TR | $7.9M | 3.66% | 10,721 | 增持 |
| 7 | XLK | SELECT SECTOR SPDR TR | $7.9M | 3.64% | 41,238 | 新建仓 |
| 8 | IEMG | ISHARES INC | $7.6M | 3.50% | 91,215 | 增持 |
| 9 | IYZ | ISHARES TR | $7.2M | 3.36% | 171,282 | 新建仓 |
| 10 | XLE | SELECT SECTOR SPDR TR | $7.2M | 3.36% | 136,380 | 增持 |
| 11 | IYM | ISHARES TR | $7.1M | 3.29% | 39,548 | 新建仓 |
| 12 | IVW | ISHARES TR | $7.1M | 3.28% | 51,506 | 增持 |
| 13 | VOT | VANGUARD INDEX FDS | $7.0M | 3.23% | 22,735 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $3.1M | 1.43% | 15,447 | 增持 |
| 15 | IAU | ISHARES GOLD TR | $2.8M | 1.32% | 37,671 | 增持 |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $2.7M | 1.24% | 37,655 | 减持 |
| 17 | GOOGL | ALPHABET INC | $2.5M | 1.18% | 7,100 | 增持 |
| 18 | AAPL | APPLE INC | $2.4M | 1.13% | 8,457 | 增持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.06% | 38,394 | 增持 |
| 20 | AVGO | BROADCOM INC | $2.3M | 1.05% | 5,994 | 增持 |
| 21 | META | META PLATFORMS INC | $2.1M | 0.98% | 3,764 | 减持 |
| 22 | VOO | VANGUARD INDEX FDS | $1.9M | 0.90% | 2,835 | 增持 |
| 23 | XOM | EXXON MOBIL CORP | $2.0M | 0.90% | 14,279 | 增持 |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.85% | 8,607 | 增持 |
| 25 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $1.6M | 0.74% | 61,925 | 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