Snider Financial Group 13F 持仓 · 2026年Q2
Snider Financial Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 103 只证券,申报市值合计 3.93 亿美元。前几大持仓:IVV(13.55%)、AGG(6.20%)、VIG(5.28%)。本季前 25 大持仓中:新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $53.2M | 13.55% | 71,089 | 增持 |
| 2 | AGG | ISHARES TR | $24.4M | 6.20% | 246,229 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $20.8M | 5.28% | 87,738 | 减持 |
| 4 | GOVT | ISHARES TR | $19.0M | 4.83% | 832,801 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $17.8M | 4.53% | 47,653 | 增持 |
| 6 | LLY | ELI LILLY & CO | $14.5M | 3.70% | 12,128 | 减持 |
| 7 | AMZN | AMAZON COM INC | $12.0M | 3.05% | 50,214 | 增持 |
| 8 | GOOG | ALPHABET INC | $11.6M | 2.94% | 32,713 | 增持 |
| 9 | XLK | SELECT SECTOR SPDR TR | $10.7M | 2.72% | 56,015 | 减持 |
| 10 | META | META PLATFORMS INC | $10.0M | 2.56% | 17,835 | 增持 |
| 11 | RECS | COLUMBIA ETF TR I | $9.8M | 2.49% | 225,697 | 增持 |
| 12 | ICSH | ISHARES TR | $9.5M | 2.42% | 188,034 | 增持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.5M | 2.17% | 17,819 | 减持 |
| 14 | SCHG | SCHWAB STRATEGIC TR | $7.6M | 1.95% | 225,974 | 增持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $7.3M | 1.87% | 21,543 | 减持 |
| 16 | IEFA | ISHARES TR | $6.9M | 1.76% | 71,432 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $6.6M | 1.69% | 33,124 | 减持 |
| 18 | AAPL | APPLE INC | $6.2M | 1.58% | 21,410 | 减持 |
| 19 | JPM | JPMORGAN CHASE & CO | $5.9M | 1.50% | 18,029 | 增持 |
| 20 | CRWD | CROWDSTRIKE HLDGS INC | $5.9M | 1.49% | 7,695 | 减持 |
| 21 | AVGO | BROADCOM INC | $5.7M | 1.45% | 15,103 | 增持 |
| 22 | STIP | ISHARES TR | $5.6M | 1.43% | 55,120 | 增持 |
| 23 | HEI | HEICO CORP NEW | $5.6M | 1.42% | 15,644 | 增持 |
| 24 | RAAX | VANECK ETF TRUST | $5.5M | 1.40% | 138,891 | 新建仓 |
| 25 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.2M | 1.33% | 92,400 | 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