Succession Financial, Inc. 13F 持仓 · 2026年Q2
Succession Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 1.05 亿美元。前几大持仓：SPXL（37.41%）、TXN（14.04%）、VTC（9.91%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPXL | DIREXION SHARES ETF TRUST | $39.3M | 37.41% | 145,356 | 新建仓 |
| 2 | TXN | TEXAS INSTRS INC | $14.8M | 14.04% | 49,531 | 新建仓 |
| 3 | VTC | VANGUARD SCOTTSDALE FDS | $10.4M | 9.91% | 135,694 | 新建仓 |
| 4 | GLD | SPDR GOLD TR | $5.4M | 5.09% | 14,534 | 新建仓 |
| 5 | TBIL | RBB FD INC | $4.8M | 4.58% | 96,714 | 新建仓 |
| 6 | FNDX | SCHWAB STRATEGIC TR | $3.9M | 3.67% | 124,191 | 新建仓 |
| 7 | FTEC | FIDELITY COVINGTON TRUST | $3.4M | 3.25% | 11,956 | 新建仓 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $2.9M | 2.76% | 1,155 | 新建仓 |
| 9 | TLH | ISHARES TR | $1.7M | 1.58% | 16,522 | 新建仓 |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.42% | 2 | 新建仓 |
| 11 | VGT | VANGUARD WORLD FD | $1.5M | 1.41% | 12,440 | 新建仓 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.2M | 1.11% | 2,341 | 新建仓 |
| 13 | NOBL | PROSHARES TR | $1.1M | 1.07% | 19,980 | 新建仓 |
| 14 | AAPL | APPLE INC | $930,086 | 0.88% | 3,214 | 新建仓 |
| 15 | MPC | MARATHON PETE CORP | $767,010 | 0.73% | 3,000 | 新建仓 |
| 16 | MUB | ISHARES TR | $637,756 | 0.61% | 5,926 | 新建仓 |
| 17 | VUG | VANGUARD INDEX FDS | $609,717 | 0.58% | 7,078 | 新建仓 |
| 18 | PANW | PALO ALTO NETWORKS INC | $546,314 | 0.52% | 1,602 | 新建仓 |
| 19 | IVV | ISHARES TR | $502,355 | 0.48% | 671 | 新建仓 |
| 20 | AMZN | AMAZON COM INC | $498,818 | 0.47% | 2,093 | 新建仓 |
| 21 | CGMU | CAPITAL GRP FIXED INCM ETF T | $498,910 | 0.47% | 18,162 | 新建仓 |
| 22 | CSWCL | CAPITAL SOUTHWEST CORP | $486,645 | 0.46% | 465,000 | 新建仓 |
| 23 | GOOG | ALPHABET INC | $486,873 | 0.46% | 1,378 | 新建仓 |
| 24 | TRV | TRAVELERS COMPANIES INC | $462,828 | 0.44% | 1,402 | 新建仓 |
| 25 | VTI | VANGUARD INDEX FDS | $431,837 | 0.41% | 1,167 | 新建仓 |
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