Tobias Financial Advisors, Inc. 13F 持仓 · 2026年Q2
Tobias Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 147 只证券，申报市值合计 7.87 亿美元。前几大持仓：SPAB（14.35%）、IQLT（6.68%）、QQQM（5.89%）。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 | SPAB | SPDR SERIES TRUST | $113.0M | 14.35% | 4.4M | 增持 |
| 2 | IQLT | ISHARES TR | $52.6M | 6.68% | 1.1M | 增持 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $46.4M | 5.89% | 153,000 | 减持 |
| 4 | BSV | VANGUARD BD INDEX FDS | $44.1M | 5.61% | 566,494 | 增持 |
| 5 | RLY | SSGA ACTIVE ETF TR | $37.2M | 4.73% | 1.1M | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $35.7M | 4.53% | 414,195 | 增持 |
| 7 | IEMG | ISHARES INC | $33.5M | 4.25% | 404,155 | 增持 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $33.0M | 4.19% | 610,701 | 增持 |
| 9 | DFLV | DIMENSIONAL ETF TRUST | $28.3M | 3.59% | 715,031 | 增持 |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | $24.1M | 3.06% | 403,971 | 增持 |
| 11 | QUAL | ISHARES TR | $23.4M | 2.98% | 106,768 | 增持 |
| 12 | DFIS | DIMENSIONAL ETF TRUST | $23.1M | 2.93% | 659,583 | 增持 |
| 13 | VNQ | VANGUARD INDEX FDS | $18.3M | 2.33% | 190,223 | 增持 |
| 14 | DFSV | DIMENSIONAL ETF TRUST | $17.9M | 2.27% | 461,103 | 增持 |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | $17.5M | 2.23% | 310,180 | 增持 |
| 16 | IWO | ISHARES TR | $16.8M | 2.13% | 42,656 | 增持 |
| 17 | IWF | ISHARES TR | $12.2M | 1.55% | 98,443 | 增持 |
| 18 | DFUV | DIMENSIONAL ETF TRUST | $11.1M | 1.41% | 201,189 | 减持 |
| 19 | SPYG | SPDR SERIES TRUST | $10.4M | 1.33% | 87,770 | 增持 |
| 20 | BND | VANGUARD BD INDEX FDS | $9.7M | 1.23% | 132,223 | 减持 |
| 21 | CWI | SPDR INDEX SHS FDS | $7.5M | 0.95% | 183,600 | 增持 |
| 22 | AAPL | APPLE INC | $7.1M | 0.90% | 24,509 | 减持 |
| 23 | IVW | ISHARES TR | $6.9M | 0.88% | 50,150 | 减持 |
| 24 | SUB | ISHARES TR | $6.3M | 0.80% | 59,096 | 减持 |
| 25 | DLN | WISDOMTREE TR | $5.9M | 0.76% | 61,735 | 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