Storen Legacy Partners, LLC 13F 持仓 · 2026年Q2
Storen Legacy Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 116 只证券，申报市值合计 3.67 亿美元。前几大持仓：VOO（6.20%）、DYNF（5.83%）、JAVA（5.24%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $22.7M | 6.20% | 33,095 | 减持 |
| 2 | DYNF | BLACKROCK ETF TRUST | $21.4M | 5.83% | 314,290 | 增持 |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | $19.2M | 5.24% | 242,201 | 增持 |
| 4 | FBCG | FIDELITY COVINGTON TRUST | $15.7M | 4.27% | 252,319 | 减持 |
| 5 | BINC | BLACKROCK ETF TRUST II | $13.9M | 3.80% | 266,112 | 增持 |
| 6 | LLY | ELI LILLY & CO | $13.9M | 3.78% | 11,559 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $13.7M | 3.74% | 187,009 | 减持 |
| 8 | IEMG | ISHARES INC | $13.5M | 3.68% | 163,083 | 减持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $13.5M | 3.67% | 397,800 | 增持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $12.4M | 3.37% | 271,750 | 增持 |
| 11 | BAI | BLACKROCK ETF TRUST | $12.0M | 3.26% | 226,766 | 减持 |
| 12 | IVV | ISHARES TR | $10.9M | 2.98% | 14,572 | 增持 |
| 13 | VFMF | VANGUARD WELLINGTON FD | $10.1M | 2.76% | 57,126 | 减持 |
| 14 | AGG | ISHARES TR | $9.9M | 2.70% | 100,232 | 增持 |
| 15 | BRTR | BLACKROCK ETF TRUST II | $8.8M | 2.41% | 175,613 | 增持 |
| 16 | PWRD | TCW ETF TRUST | $8.4M | 2.29% | 68,225 | 减持 |
| 17 | EFV | ISHARES TR | $8.3M | 2.26% | 108,360 | 增持 |
| 18 | ABFL | ABACUS FCF ETF TR | $7.8M | 2.12% | 90,360 | 增持 |
| 19 | IWB | ISHARES TR | $7.3M | 1.99% | 17,830 | 新建仓 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $6.7M | 1.81% | 8,912 | 增持 |
| 21 | ANGL | VANECK ETF TRUST | $5.5M | 1.51% | 189,347 | 减持 |
| 22 | GOVT | ISHARES TR | $5.2M | 1.42% | 228,310 | 增持 |
| 23 | IEI | ISHARES TR | $5.1M | 1.38% | 43,131 | 增持 |
| 24 | FDVV | FIDELITY COVINGTON TRUST | $4.4M | 1.21% | 73,536 | 增持 |
| 25 | JIRE | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.20% | 53,510 | 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