Solitude Financial Services 13F 持仓 · 2026年Q2
Solitude Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 41 只证券，申报市值合计 3.61 亿美元。前几大持仓：SPYM（22.35%）、BRKB（18.43%）、FNDA（11.03%）。本季前 25 大持仓中：增持 19 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $80.7M | 22.35% | 918,816 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $66.6M | 18.43% | 133,063 | 增持 |
| 3 | FNDA | SCHWAB STRATEGIC TR | $39.8M | 11.03% | 1.0M | 增持 |
| 4 | FNDF | SCHWAB STRATEGIC TR | $30.4M | 8.42% | 576,347 | 增持 |
| 5 | FNDX | SCHWAB STRATEGIC TR | $29.4M | 8.14% | 945,622 | 增持 |
| 6 | KNG | FIRST TR EXCHANGE-TRADED FD | $14.3M | 3.96% | 282,994 | 增持 |
| 7 | XLE | SELECT SECTOR SPDR TR | $12.6M | 3.49% | 237,235 | 增持 |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $11.9M | 3.30% | 39,361 | 增持 |
| 9 | BUFR | FIRST TR EXCHNG TRADED FD VI | $10.6M | 2.94% | 291,131 | 增持 |
| 10 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $9.2M | 2.54% | 338,563 | 增持 |
| 11 | GLTR | ABRDN PRECIOUS METALS BASKET | $8.0M | 2.22% | 44,257 | 增持 |
| 12 | AAPL | APPLE INC | $5.6M | 1.56% | 19,514 | 减持 |
| 13 | XOM | EXXON MOBIL CORP | $4.8M | 1.32% | 34,881 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $4.5M | 1.25% | 13,764 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $4.3M | 1.19% | 21,540 | 减持 |
| 16 | CVX | CHEVRON CORPORATION | $4.3M | 1.18% | 25,796 | 增持 |
| 17 | AXP | AMERICAN EXPRESS CO | $3.1M | 0.86% | 9,161 | 增持 |
| 18 | MKL | MARKEL GROUP INC | $2.6M | 0.73% | 1,346 | 减持 |
| 19 | AEP | AMERICAN ELEC PWR CO INC | $2.6M | 0.71% | 18,687 | 增持 |
| 20 | GOOG | ALPHABET INC | $2.1M | 0.58% | 5,914 | 增持 |
| 21 | AVGO | BROADCOM INC | $1.9M | 0.54% | 5,148 | 减持 |
| 22 | TSLA | TESLA INC | $1.7M | 0.48% | 4,102 | 持平 |
| 23 | USB | US BANCORP | $1.6M | 0.44% | 26,395 | 增持 |
| 24 | GOOGL | ALPHABET INC | $1.4M | 0.38% | 3,879 | 增持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $960,405 | 0.27% | 1,286 | 持平 |
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