Swisher Financial Concepts, Inc. 13F 持仓 · 2026年Q2
Swisher Financial Concepts 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 107 只证券，申报市值合计 1.59 亿美元。前几大持仓：VTI（11.16%）、VXUS（10.14%）、CGDV（7.81%）。本季前 25 大持仓中：增持 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $17.7M | 11.16% | 47,901 | 减持 |
| 2 | VXUS | VANGUARD STAR FDS | $16.1M | 10.14% | 188,279 | 减持 |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.4M | 7.81% | 251,460 | 减持 |
| 4 | ABBV | ABBVIE INC | $11.2M | 7.08% | 44,678 | 减持 |
| 5 | EUSA | ISHARES INC | $9.5M | 6.01% | 83,605 | 减持 |
| 6 | CGGR | CAPITAL GROUP GROWTH ETF | $8.5M | 5.38% | 180,904 | 减持 |
| 7 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $8.3M | 5.22% | 220,758 | 减持 |
| 8 | BND | VANGUARD BD INDEX FDS | $8.1M | 5.08% | 109,922 | 增持 |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | $7.3M | 4.62% | 268,461 | 减持 |
| 10 | CGCP | CAPITAL GRP FIXED INCM ETF T | $6.9M | 4.37% | 310,986 | 减持 |
| 11 | CGIC | CAPITAL GROUP INTERNATIONAL | $5.0M | 3.13% | 136,445 | 增持 |
| 12 | ABT | ABBOTT LABORATORIES | $4.1M | 2.56% | 44,737 | 减持 |
| 13 | AAPL | APPLE INC | $3.2M | 2.03% | 11,163 | 减持 |
| 14 | XOM | EXXON MOBIL CORP | $2.9M | 1.84% | 21,312 | 减持 |
| 15 | AMZN | AMAZON COM INC | $2.3M | 1.47% | 9,794 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $2.2M | 1.38% | 5,881 | 减持 |
| 17 | COWZ | PACER FDS TR | $1.6M | 1.02% | 25,921 | 减持 |
| 18 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.6M | 1.01% | 46,460 | 减持 |
| 19 | GOOGL | ALPHABET INC | $1.5M | 0.93% | 4,154 | 减持 |
| 20 | AVGO | BROADCOM INC | $1.2M | 0.78% | 3,259 | 减持 |
| 21 | GEV | GE VERNOVA INC | $1.2M | 0.78% | 1,052 | 减持 |
| 22 | QQQ | INVESCO QQQ TR | $1.1M | 0.66% | 1,430 | 减持 |
| 23 | LLY | ELI LILLY & CO | $931,957 | 0.59% | 777 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $937,050 | 0.59% | 4,683 | 减持 |
| 25 | CNC | CENTENE CORP DEL | $922,025 | 0.58% | 14,364 | 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