Sound Portfolio Advisors, LLC 13F 持仓 · 2026年Q2
Sound Portfolio Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 48 只证券，申报市值合计 1.41 亿美元。前几大持仓：VTI（19.86%）、FNDF（13.45%）、BIL（9.96%）。本季前 25 大持仓中：新建仓 4 只、增持 8 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $28.0M | 19.86% | 75,620 | 增持 |
| 2 | FNDF | SCHWAB STRATEGIC TR | $19.0M | 13.45% | 359,334 | 减持 |
| 3 | BIL | SPDR SERIES TRUST | $14.0M | 9.96% | 153,162 | 减持 |
| 4 | MTUM | ISHARES TR | $8.9M | 6.28% | 25,821 | 增持 |
| 5 | FMDE | FIDELITY COVINGTON TRUST | $6.1M | 4.33% | 150,403 | 增持 |
| 6 | USMV | ISHARES TR | $5.7M | 4.01% | 58,581 | 减持 |
| 7 | EYLD | CAMBRIA ETF TR | $5.5M | 3.93% | 121,981 | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.0M | 3.57% | 10,046 | 减持 |
| 9 | JAAA | JANUS DETROIT STR TR | $4.5M | 3.19% | 89,050 | 新建仓 |
| 10 | SDVY | FIRST TR EXCHANGE TRADED FD | $4.4M | 3.09% | 101,013 | 增持 |
| 11 | RAAX | VANECK ETF TRUST | $3.7M | 2.60% | 92,438 | 新建仓 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $3.3M | 2.31% | 46,633 | 减持 |
| 13 | DGRW | WISDOMTREE TR | $2.6M | 1.83% | 26,933 | 减持 |
| 14 | GOVT | ISHARES TR | $2.6M | 1.82% | 112,629 | 新建仓 |
| 15 | CVLC | MORGAN STANLEY ETF TRUST | $2.5M | 1.75% | 26,147 | 减持 |
| 16 | JMST | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.67% | 46,062 | 增持 |
| 17 | WCMI | FIRST TR EXCHANGE-TRADED FD | $2.3M | 1.64% | 118,168 | 增持 |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.59% | 3 | 持平 |
| 19 | EMXC | ISHARES INC | $2.0M | 1.44% | 19,791 | 增持 |
| 20 | VTEB | VANGUARD MUN BD FDS | $1.7M | 1.19% | 33,144 | 新建仓 |
| 21 | VTES | VANGUARD WELLINGTON FD | $1.3M | 0.93% | 12,872 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $876,262 | 0.62% | 2,677 | 持平 |
| 23 | MSFT | MICROSOFT CORP | $878,462 | 0.62% | 2,355 | 持平 |
| 24 | XOM | EXXON MOBIL CORP | $847,391 | 0.60% | 6,198 | 持平 |
| 25 | IAUM | ISHARES GOLD TRUST MICRO | $800,040 | 0.57% | 19,996 | 减持 |
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