Three Bearings Fiduciary Advisors, Inc. 13F 持仓 · 2026年Q2
Three Bearings Fiduciary Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 312 只证券，申报市值合计 1.12 亿美元。前几大持仓：DON（14.40%）、VYM（8.63%）、IWP（7.61%）。本季前 25 大持仓中：增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DON | WISDOMTREE TR | $16.1M | 14.40% | 284,239 | 增持 |
| 2 | VYM | VANGUARD WHITEHALL FDS | $9.6M | 8.63% | 60,937 | 减持 |
| 3 | IWP | ISHARES TR | $8.5M | 7.61% | 58,018 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $6.5M | 5.83% | 75,556 | 增持 |
| 5 | VNQ | VANGUARD INDEX FDS | $5.6M | 4.99% | 57,804 | 增持 |
| 6 | ISCG | ISHARES TR | $5.6M | 4.98% | 84,793 | 减持 |
| 7 | DES | WISDOMTREE TR | $5.1M | 4.53% | 124,232 | 减持 |
| 8 | MGK | VANGUARD WORLD FD | $4.7M | 4.21% | 53,419 | 增持 |
| 9 | IQLT | ISHARES TR | $2.9M | 2.61% | 58,714 | 减持 |
| 10 | VO | VANGUARD INDEX FDS | $2.9M | 2.58% | 35,755 | 增持 |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | $2.5M | 2.27% | 43,562 | 减持 |
| 12 | EFAV | ISHARES TR | $2.5M | 2.26% | 28,725 | 减持 |
| 13 | PFF | ISHARES TR | $2.3M | 2.04% | 74,617 | 增持 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $2.2M | 1.93% | 36,026 | 减持 |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.65% | 22,022 | 减持 |
| 16 | IDV | ISHARES TR | $1.8M | 1.63% | 43,902 | 减持 |
| 17 | XMLV | INVESCO EXCH TRADED FD TR II | $1.7M | 1.57% | 26,361 | 减持 |
| 18 | SCHF | SCHWAB STRATEGIC TR | $1.5M | 1.38% | 55,672 | 持平 |
| 19 | AAPL | APPLE INC | $1.5M | 1.31% | 5,060 | 减持 |
| 20 | JNJ | JOHNSON & JOHNSON | $1.4M | 1.30% | 5,702 | 持平 |
| 21 | IWS | ISHARES TR | $1.4M | 1.27% | 8,604 | 减持 |
| 22 | DLN | WISDOMTREE TR | $1.4M | 1.25% | 14,495 | 减持 |
| 23 | DGS | WISDOMTREE TR | $1.3M | 1.17% | 20,151 | 减持 |
| 24 | IVV | ISHARES TR | $1.3M | 1.16% | 1,729 | 减持 |
| 25 | DVY | ISHARES TR | $1.3M | 1.12% | 8,019 | 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