Stonebridge Financial Planning Group, LLC 13F 持仓 · 2026年Q2
Stonebridge Financial Planning Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 183 只证券，申报市值合计 3.14 亿美元。前几大持仓：IWY（5.60%）、IYW（4.37%）、SPHQ（3.44%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $17.6M | 5.60% | 60,541 | 增持 |
| 2 | IYW | ISHARES TR | $13.7M | 4.37% | 54,362 | 减持 |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | $10.8M | 3.44% | 119,757 | 减持 |
| 4 | DGRO | ISHARES TR | $9.6M | 3.05% | 126,480 | 增持 |
| 5 | FGD | FIRST TR EXCHANGE-TRADED FD | $7.9M | 2.50% | 245,523 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $6.5M | 2.08% | 91,505 | 增持 |
| 7 | IVV | ISHARES TR | $6.2M | 1.97% | 8,275 | 减持 |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $6.1M | 1.93% | 74,931 | 增持 |
| 9 | SPHY | SPDR SERIES TRUST | $5.9M | 1.89% | 252,723 | 增持 |
| 10 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.9M | 1.87% | 160,755 | 增持 |
| 11 | AMZN | AMAZON COM INC | $5.7M | 1.83% | 24,112 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $5.4M | 1.73% | 27,170 | 减持 |
| 13 | RDVI | FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.70% | 181,543 | 减持 |
| 14 | IUSG | ISHARES TR | $5.3M | 1.69% | 28,156 | 减持 |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $5.2M | 1.65% | 62,739 | 减持 |
| 16 | SOXX | ISHARES TR | $4.5M | 1.43% | 6,996 | 减持 |
| 17 | VUG | VANGUARD INDEX FDS | $4.5M | 1.42% | 51,806 | 增持 |
| 18 | IWF | ISHARES TR | $4.1M | 1.31% | 33,033 | 增持 |
| 19 | AIQ | GLOBAL X FDS | $3.9M | 1.23% | 58,922 | 增持 |
| 20 | PYLD | PIMCO ETF TR | $3.8M | 1.23% | 145,012 | 增持 |
| 21 | MOAT | VANECK ETF TRUST | $3.7M | 1.18% | 35,678 | 减持 |
| 22 | VGT | VANGUARD WORLD FD | $3.5M | 1.13% | 29,625 | 增持 |
| 23 | MINT | PIMCO ETF TR | $3.5M | 1.12% | 34,790 | 增持 |
| 24 | VCRB | VANGUARD MALVERN FDS | $3.4M | 1.07% | 43,555 | 增持 |
| 25 | AAPL | APPLE INC | $3.3M | 1.04% | 11,299 | 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