Strategic Financial Partners, Ltd. 13F 持仓 · 2026年Q2
Strategic Financial Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 2.65 亿美元。前几大持仓：SPYM（17.79%）、SPYV（9.48%）、VONG（5.50%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $47.2M | 17.79% | 536,722 | 减持 |
| 2 | SPYV | SPDR SERIES TRUST | $25.1M | 9.48% | 413,615 | 增持 |
| 3 | VONG | VANGUARD SCOTTSDALE FDS | $14.6M | 5.50% | 114,087 | 减持 |
| 4 | SPDW | SPDR INDEX SHS FDS | $12.0M | 4.53% | 238,507 | 减持 |
| 5 | QQQ | INVESCO QQQ TR | $11.5M | 4.35% | 15,670 | 增持 |
| 6 | AGG | ISHARES TR | $10.2M | 3.87% | 103,542 | 减持 |
| 7 | IJR | ISHARES TR | $7.6M | 2.88% | 51,548 | 减持 |
| 8 | IWR | ISHARES TR | $7.3M | 2.75% | 66,112 | 减持 |
| 9 | VUG | VANGUARD INDEX FDS | $6.2M | 2.33% | 71,734 | 增持 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $6.0M | 2.25% | 72,289 | 增持 |
| 11 | XLK | SELECT SECTOR SPDR TR | $5.5M | 2.06% | 28,714 | 增持 |
| 12 | IJK | ISHARES TR | $5.3M | 2.00% | 45,209 | 新建仓 |
| 13 | IWN | ISHARES TR | $5.3M | 1.99% | 23,822 | 新建仓 |
| 14 | XLI | SELECT SECTOR SPDR TR | $5.0M | 1.90% | 27,227 | 增持 |
| 15 | MGK | VANGUARD WORLD FD | $5.0M | 1.89% | 57,140 | 增持 |
| 16 | EWC | ISHARES INC | $4.7M | 1.77% | 81,463 | 增持 |
| 17 | XLC | SELECT SECTOR SPDR TR | $4.3M | 1.61% | 39,881 | 增持 |
| 18 | XLE | SELECT SECTOR SPDR TR | $4.2M | 1.60% | 79,834 | 增持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $4.2M | 1.57% | 69,598 | 减持 |
| 20 | VTV | VANGUARD INDEX FDS | $3.6M | 1.37% | 16,672 | 增持 |
| 21 | ACWI | ISHARES TR | $3.5M | 1.32% | 22,287 | 增持 |
| 22 | VTI | VANGUARD INDEX FDS | $3.5M | 1.32% | 9,492 | 增持 |
| 23 | CWB | SPDR SERIES TRUST | $3.4M | 1.28% | 31,418 | 增持 |
| 24 | VMBS | VANGUARD SCOTTSDALE FDS | $3.4M | 1.27% | 71,959 | 增持 |
| 25 | MGV | VANGUARD WORLD FD | $3.1M | 1.16% | 18,807 | 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