Silver Grove Financial Group, Inc. 13F 持仓 · 2026年Q2
Silver Grove Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,450 只证券，申报市值合计 1.85 亿美元。前几大持仓：SECT（6.35%）、VOO（4.69%）、AGG（3.09%）。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 | SECT | NORTHERN LTS FD TR IV | $11.7M | 6.35% | 162,820 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $8.7M | 4.69% | 12,627 | 增持 |
| 3 | AGG | ISHARES TR | $5.7M | 3.09% | 57,694 | 减持 |
| 4 | EDGF | ADVISORS INNER CIRCLE FD II | $5.7M | 3.09% | 231,440 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $5.6M | 3.02% | 27,861 | 增持 |
| 6 | AAPL | APPLE INC | $5.1M | 2.75% | 17,581 | 增持 |
| 7 | QQQ | INVESCO QQQ TR | $4.3M | 2.33% | 5,857 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $3.3M | 1.79% | 8,884 | 增持 |
| 9 | AMZN | AMAZON COM INC | $2.7M | 1.46% | 11,323 | 减持 |
| 10 | IVV | ISHARES TR | $2.7M | 1.45% | 3,588 | 增持 |
| 11 | GOOGL | ALPHABET INC | $2.6M | 1.43% | 7,403 | 减持 |
| 12 | AVGO | BROADCOM INC | $2.0M | 1.09% | 5,337 | 减持 |
| 13 | MUB | ISHARES TR | $2.0M | 1.06% | 18,247 | 增持 |
| 14 | IVW | ISHARES TR | $1.9M | 1.05% | 14,127 | 增持 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $1.8M | 0.97% | 25,078 | 增持 |
| 16 | IVE | ISHARES TR | $1.7M | 0.95% | 7,703 | 增持 |
| 17 | BND | VANGUARD BD INDEX FDS | $1.6M | 0.86% | 21,525 | 减持 |
| 18 | GOOG | ALPHABET INC | $1.6M | 0.85% | 4,432 | 增持 |
| 19 | META | META PLATFORMS INC | $1.5M | 0.81% | 2,652 | 增持 |
| 20 | DFAI | DIMENSIONAL ETF TRUST | $1.5M | 0.79% | 35,320 | 增持 |
| 21 | EDGH | ADVISORS INNER CIRCLE FD II | $1.5M | 0.79% | 45,926 | 增持 |
| 22 | SDVY | FIRST TR EXCHANGE TRADED FD | $1.4M | 0.77% | 33,064 | 增持 |
| 23 | VXUS | VANGUARD STAR FDS | $1.4M | 0.75% | 16,210 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.71% | 2,637 | 增持 |
| 25 | FTCB | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.71% | 62,700 | 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