Signal Tree Financial Partners LLC 13F 持仓 · 2026年Q2
Signal Tree Financial Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 53 只证券,申报市值合计 1.51 亿美元。前几大持仓:VOO(19.24%)、VEA(16.59%)、BINC(7.90%)。本季前 25 大持仓中:增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $29.0M | 19.24% | 42,269 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $25.0M | 16.59% | 351,380 | 增持 |
| 3 | BINC | BLACKROCK ETF TRUST II | $11.9M | 7.90% | 227,864 | 增持 |
| 4 | VB | VANGUARD INDEX FDS | $8.4M | 5.57% | 27,713 | 增持 |
| 5 | SCHD | SCHWAB STRATEGIC TR | $8.1M | 5.36% | 255,265 | 增持 |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $8.1M | 5.35% | 37,922 | 增持 |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $5.1M | 3.40% | 85,839 | 增持 |
| 8 | BSV | VANGUARD BD INDEX FDS | $4.4M | 2.94% | 56,873 | 增持 |
| 9 | VTI | VANGUARD INDEX FDS | $4.2M | 2.77% | 11,305 | 减持 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $3.9M | 2.61% | 47,588 | 增持 |
| 11 | SUB | ISHARES TR | $3.5M | 2.34% | 33,165 | 减持 |
| 12 | SCHC | SCHWAB STRATEGIC TR | $3.5M | 2.33% | 72,972 | 增持 |
| 13 | VXF | VANGUARD INDEX FDS | $3.3M | 2.18% | 13,385 | 减持 |
| 14 | FNDX | SCHWAB STRATEGIC TR | $3.1M | 2.02% | 98,187 | 持平 |
| 15 | IXUS | ISHARES TR | $2.9M | 1.95% | 30,753 | 减持 |
| 16 | FNDA | SCHWAB STRATEGIC TR | $2.6M | 1.74% | 68,812 | 增持 |
| 17 | MUB | ISHARES TR | $2.5M | 1.63% | 22,815 | 持平 |
| 18 | VTV | VANGUARD INDEX FDS | $2.4M | 1.57% | 10,857 | 减持 |
| 19 | IWM | ISHARES TR | $1.9M | 1.26% | 6,347 | 减持 |
| 20 | AAPL | APPLE INC | $1.6M | 1.04% | 5,416 | 持平 |
| 21 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.5M | 1.00% | 2,155 | 减持 |
| 22 | VCRB | VANGUARD MALVERN FDS | $1.4M | 0.94% | 18,343 | 增持 |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | $1.2M | 0.78% | 9,195 | 减持 |
| 24 | VTEI | VANGUARD MUN BD FDS | $927,813 | 0.61% | 9,189 | 持平 |
| 25 | AMZN | AMAZON COM INC | $911,174 | 0.60% | 3,823 | 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