Sincerus Advisory, LLC 13F 持仓 · 2026年Q3
Sincerus Advisory 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 1.53 亿美元。前几大持仓：SPY（15.13%）、EFA（7.53%）、IWR（5.67%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $23.2M | 15.13% | 30,399 | 减持 |
| 2 | EFA | ISHARES TR | $11.5M | 7.53% | 111,088 | 增持 |
| 3 | IWR | ISHARES TR | $8.7M | 5.67% | 81,509 | 增持 |
| 4 | MUB | ISHARES TR | $6.2M | 4.07% | 61,729 | 增持 |
| 5 | AGG | ISHARES TR | $5.7M | 3.70% | 59,978 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $5.1M | 3.34% | 72,554 | 增持 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $4.8M | 3.14% | 20,631 | 减持 |
| 8 | IWM | ISHARES TR | $4.6M | 2.98% | 16,458 | 增持 |
| 9 | ESGD | ISHARES TR | $3.8M | 2.50% | 37,126 | 增持 |
| 10 | DOCN | DIGITALOCEAN HLDGS INC | $3.7M | 2.39% | 27,475 | 增持 |
| 11 | HELO | J P MORGAN EXCHANGE TRADED F | $3.6M | 2.33% | 51,583 | 增持 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $3.4M | 2.24% | 16,507 | 增持 |
| 13 | VO | VANGUARD INDEX FDS | $3.1M | 2.01% | 39,335 | 增持 |
| 14 | GLD | SPDR GOLD TR | $2.8M | 1.84% | 7,392 | 增持 |
| 15 | BND | VANGUARD BD INDEX FDS | $2.8M | 1.79% | 39,207 | 增持 |
| 16 | SCZ | ISHARES TR | $2.7M | 1.78% | 32,247 | 增持 |
| 17 | EEM | ISHARES TR | $2.7M | 1.73% | 39,722 | 增持 |
| 18 | AAPL | APPLE INC | $2.6M | 1.68% | 7,727 | 增持 |
| 19 | EMB | ISHARES TR | $2.5M | 1.63% | 27,522 | 增持 |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | $2.5M | 1.62% | 15,970 | 增持 |
| 21 | VTEB | VANGUARD MUN BD FDS | $2.4M | 1.56% | 50,474 | 减持 |
| 22 | NULV | NUSHARES ETF TR | $2.0M | 1.29% | 37,484 | 减持 |
| 23 | VCIT | VANGUARD SCOTTSDALE FDS | $1.9M | 1.22% | 23,856 | 减持 |
| 24 | IWF | ISHARES TR | $1.9M | 1.21% | 14,791 | 增持 |
| 25 | REZ | ISHARES TR | $1.8M | 1.17% | 20,286 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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