Sound Financial Strategies Group, LLC 13F 持仓 · 2026年Q2
Sound Financial Strategies Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 121 只证券，申报市值合计 1.57 亿美元。前几大持仓：AGG（10.09%）、CFIT（9.67%）、TPIF（4.25%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $15.9M | 10.09% | 160,502 | 减持 |
| 2 | CFIT | CAMBRIA ETF TR | $15.2M | 9.67% | 584,134 | 新建仓 |
| 3 | TPIF | TIMOTHY PLAN | $6.7M | 4.25% | 179,280 | 增持 |
| 4 | WWJD | NORTHERN LTS FD TR IV | $6.5M | 4.14% | 170,928 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $6.4M | 4.06% | 89,663 | 增持 |
| 6 | MTUM | ISHARES TR | $5.7M | 3.65% | 16,770 | 持平 |
| 7 | QUAL | ISHARES TR | $5.3M | 3.37% | 24,169 | 增持 |
| 8 | SGOV | ISHARES TR | $4.6M | 2.91% | 45,544 | 减持 |
| 9 | PTL | NORTHERN LTS FD TR IV | $4.1M | 2.63% | 14,456 | 增持 |
| 10 | TPLC | TIMOTHY PLAN | $3.9M | 2.51% | 78,396 | 增持 |
| 11 | ISMD | NORTHERN LTS FD TR IV | $3.9M | 2.49% | 78,430 | 增持 |
| 12 | TPSC | TIMOTHY PLAN | $3.6M | 2.26% | 74,136 | 增持 |
| 13 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $3.4M | 2.15% | 100,735 | 持平 |
| 14 | KSPY | KRANESHARES TRUST | $3.3M | 2.06% | 110,977 | 持平 |
| 15 | DBMF | LITMAN GREGORY FDS TR | $3.1M | 1.97% | 101,525 | 减持 |
| 16 | KMLM | KRANESHARES TRUST | $3.1M | 1.97% | 113,028 | 减持 |
| 17 | QQEW | FIRST TR EXCHANGE-TRADED FD | $2.9M | 1.87% | 18,437 | 减持 |
| 18 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $2.7M | 1.72% | 104,137 | 持平 |
| 19 | VONG | VANGUARD SCOTTSDALE FDS | $2.7M | 1.71% | 21,081 | 增持 |
| 20 | EGP | EASTGROUP PPTYS INC | $2.5M | 1.61% | 12,551 | 持平 |
| 21 | GVAL | CAMBRIA ETF TR | $2.2M | 1.43% | 62,393 | 增持 |
| 22 | ELCV | STRATEGY SHS | $1.7M | 1.07% | 51,323 | 增持 |
| 23 | TPHD | TIMOTHY PLAN | $1.5M | 0.96% | 35,697 | 增持 |
| 24 | IJR | ISHARES TR | $1.5M | 0.93% | 9,918 | 增持 |
| 25 | VB | VANGUARD INDEX FDS | $1.4M | 0.91% | 4,710 | 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