Sun Financial Inc 13F 持仓 · 2026年Q2
Sun Financial 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 161 只证券,申报市值合计 2.12 亿美元。前几大持仓:FTHI(4.78%)、BUFR(4.16%)、SCHV(3.94%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FTHI | FIRST TR EXCHANGE TRADED FD | $10.1M | 4.78% | 422,859 | 增持 |
| 2 | BUFR | FIRST TR EXCHNG TRADED FD VI | $8.8M | 4.16% | 236,154 | 增持 |
| 3 | SCHV | SCHWAB STRATEGIC TR | $8.4M | 3.94% | 239,789 | 增持 |
| 4 | GRNJ | TIDAL TRUST III | $6.8M | 3.22% | 223,077 | 增持 |
| 5 | FTQI | FIRST TR EXCHANGE TRADED FD | $5.9M | 2.79% | 266,320 | 增持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $5.3M | 2.48% | 104,291 | 减持 |
| 7 | IEF | ISHARES TR | $5.2M | 2.45% | 56,033 | 减持 |
| 8 | FTCB | FIRST TR EXCHANGE-TRADED FD | $5.0M | 2.38% | 245,184 | 增持 |
| 9 | GRNY | TIDAL TRUST I | $4.6M | 2.18% | 165,189 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $4.2M | 1.98% | 19,327 | 增持 |
| 11 | GOOGL | ALPHABET INC | $4.1M | 1.94% | 11,486 | 增持 |
| 12 | QTEC | FIRST TR EXCHANGE-TRADED FD | $3.7M | 1.77% | 11,851 | 减持 |
| 13 | AAPL | APPLE INC | $3.7M | 1.72% | 11,847 | 增持 |
| 14 | AIRR | FIRST TR EXCHANGE TRADED FD | $3.3M | 1.56% | 26,974 | 增持 |
| 15 | FTCS | FIRST TR EXCHANGE-TRADED FD | $3.2M | 1.51% | 31,741 | 增持 |
| 16 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.2M | 1.51% | 38,401 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $3.1M | 1.46% | 6,133 | 增持 |
| 18 | AMZN | AMAZON COM INC | $3.0M | 1.42% | 10,788 | 增持 |
| 19 | BUFD | FIRST TR EXCHNG TRADED FD VI | $2.9M | 1.37% | 95,987 | 增持 |
| 20 | SCHX | SCHWAB STRATEGIC TR | $2.7M | 1.28% | 89,001 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $2.3M | 1.11% | 6,529 | 增持 |
| 22 | ANET | ARISTA NETWORKS INC | $2.3M | 1.09% | 12,058 | 增持 |
| 23 | META | META PLATFORMS INC | $2.1M | 1.01% | 3,607 | 增持 |
| 24 | HELO | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.93% | 28,267 | 减持 |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $2.0M | 0.92% | 11,131 | 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