Shum Financial Group, Inc. 13F 持仓 · 2026年Q2
Shum Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 106 只证券，申报市值合计 1.66 亿美元。前几大持仓：AAPL（8.56%）、EFV（7.18%）、QUAL（4.28%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $14.2M | 8.56% | 49,101 | 增持 |
| 2 | EFV | ISHARES TR | $11.9M | 7.18% | 155,552 | 增持 |
| 3 | QUAL | ISHARES TR | $7.1M | 4.28% | 32,369 | 增持 |
| 4 | SPSM | SPDR SERIES TRUST | $5.5M | 3.29% | 94,534 | 减持 |
| 5 | IGLB | ISHARES TR | $4.9M | 2.95% | 97,816 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $4.8M | 2.91% | 12,956 | 增持 |
| 7 | IQLT | ISHARES TR | $4.7M | 2.85% | 95,491 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $4.7M | 2.84% | 23,585 | 增持 |
| 9 | SPEM | SPDR INDEX SHS FDS | $4.4M | 2.64% | 84,553 | 增持 |
| 10 | SPYV | SPDR SERIES TRUST | $4.2M | 2.51% | 68,415 | 增持 |
| 11 | SDY | SPDR SERIES TRUST | $4.1M | 2.47% | 26,884 | 增持 |
| 12 | GOOGL | ALPHABET INC | $3.7M | 2.25% | 10,448 | 增持 |
| 13 | SPYG | SPDR SERIES TRUST | $3.6M | 2.19% | 30,587 | 增持 |
| 14 | EFG | ISHARES TR | $3.4M | 2.05% | 27,393 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $3.4M | 2.04% | 10,337 | 减持 |
| 16 | SPMD | SPDR SERIES TRUST | $3.2M | 1.95% | 47,975 | 增持 |
| 17 | AMZN | AMAZON COM INC | $3.0M | 1.79% | 12,480 | 增持 |
| 18 | JNJ | JOHNSON & JOHNSON | $2.9M | 1.78% | 11,612 | 减持 |
| 19 | MDYV | SPDR SERIES TRUST | $2.9M | 1.75% | 30,622 | 增持 |
| 20 | IXN | ISHARES TR | $2.7M | 1.61% | 18,531 | 减持 |
| 21 | WMT | WALMART INC | $2.5M | 1.53% | 22,354 | 增持 |
| 22 | PANW | PALO ALTO NETWORKS INC | $2.3M | 1.38% | 6,691 | 增持 |
| 23 | UNH | UNITEDHEALTH GROUP INC | $2.2M | 1.30% | 5,174 | 增持 |
| 24 | BLK | BLACKROCK INC | $2.1M | 1.27% | 2,188 | 增持 |
| 25 | HD | HOME DEPOT INC | $2.1M | 1.25% | 5,893 | 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