Spectrum Planning & Advisory Services Inc. 13F 持仓 · 2026年Q2
Spectrum Planning & Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 2.23 亿美元。前几大持仓：SPYM（6.98%）、BIL（6.48%）、SGOV（5.75%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $15.6M | 6.98% | 177,442 | 增持 |
| 2 | BIL | SPDR SERIES TRUST | $14.5M | 6.48% | 158,068 | 增持 |
| 3 | SGOV | ISHARES TR | $12.9M | 5.75% | 127,682 | 增持 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $11.2M | 5.01% | 221,477 | 增持 |
| 5 | IVW | ISHARES TR | $9.7M | 4.34% | 70,464 | 增持 |
| 6 | CORO | BLACKROCK ETF TRUST | $9.3M | 4.16% | 253,825 | 增持 |
| 7 | DYNF | BLACKROCK ETF TRUST | $9.1M | 4.08% | 134,007 | 增持 |
| 8 | VUSB | VANGUARD BD INDEX FDS | $8.9M | 3.99% | 179,021 | 增持 |
| 9 | MINT | PIMCO ETF TR | $7.7M | 3.46% | 76,633 | 增持 |
| 10 | BLCV | BLACKROCK ETF TRUST | $6.9M | 3.09% | 167,230 | 减持 |
| 11 | OEF | ISHARES TR | $5.9M | 2.63% | 16,049 | 减持 |
| 12 | GOVT | ISHARES TR | $5.6M | 2.51% | 246,181 | 增持 |
| 13 | BRTR | BLACKROCK ETF TRUST II | $5.1M | 2.28% | 101,406 | 增持 |
| 14 | BAI | BLACKROCK ETF TRUST | $4.5M | 2.00% | 84,801 | 减持 |
| 15 | IEMG | ISHARES INC | $4.2M | 1.87% | 50,566 | 减持 |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $3.8M | 1.72% | 23,763 | 减持 |
| 17 | WWD | WOODWARD INC | $3.5M | 1.59% | 8,338 | 减持 |
| 18 | VBIL | VANGUARD INSTL INDEX FD | $3.5M | 1.56% | 46,017 | 增持 |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $3.4M | 1.53% | 147,971 | 减持 |
| 20 | IALT | BLACKROCK ETF TRUST | $3.2M | 1.45% | 115,305 | 新建仓 |
| 21 | SPMB | SPDR SERIES TRUST | $3.2M | 1.43% | 142,862 | 增持 |
| 22 | ICVT | ISHARES TR | $3.1M | 1.39% | 25,561 | 减持 |
| 23 | BLCR | BLACKROCK ETF TRUST | $2.9M | 1.29% | 57,298 | 增持 |
| 24 | AMZN | AMAZON COM INC | $2.9M | 1.28% | 11,963 | 减持 |
| 25 | SHLD | GLOBAL X FDS | $2.8M | 1.27% | 47,637 | 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