TPG Financial Advisors, LLC 13F 持仓 · 2026年Q2
TPG Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 81 只证券，申报市值合计 3.35 亿美元。前几大持仓：IEF（10.16%）、JPIE（7.24%）、SPYV（7.04%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | $34.0M | 10.16% | 359,592 | 增持 |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | $24.3M | 7.24% | 526,755 | 增持 |
| 3 | SPYV | SPDR SERIES TRUST | $23.6M | 7.04% | 387,813 | 增持 |
| 4 | SPSM | SPDR SERIES TRUST | $20.8M | 6.22% | 361,261 | 增持 |
| 5 | SPYG | SPDR SERIES TRUST | $17.1M | 5.11% | 143,799 | 增持 |
| 6 | DMBS | DOUBLELINE ETF TRUST | $15.7M | 4.70% | 320,754 | 增持 |
| 7 | SPMD | SPDR SERIES TRUST | $15.0M | 4.49% | 222,569 | 增持 |
| 8 | IEI | ISHARES TR | $11.8M | 3.53% | 100,695 | 增持 |
| 9 | SPDW | SPDR INDEX SHS FDS | $11.6M | 3.48% | 230,984 | 减持 |
| 10 | IGIB | ISHARES TR | $11.6M | 3.46% | 218,163 | 增持 |
| 11 | SPTI | SPDR SERIES TRUST | $11.4M | 3.40% | 400,617 | 减持 |
| 12 | SPEM | SPDR INDEX SHS FDS | $10.3M | 3.06% | 198,043 | 减持 |
| 13 | JAAA | JANUS DETROIT STR TR | $10.0M | 2.98% | 197,305 | 减持 |
| 14 | VTV | VANGUARD INDEX FDS | $9.2M | 2.75% | 42,249 | 减持 |
| 15 | IWF | ISHARES TR | $8.3M | 2.49% | 67,215 | 增持 |
| 16 | USRT | ISHARES TR | $8.2M | 2.45% | 123,227 | 增持 |
| 17 | IWD | ISHARES TR | $8.0M | 2.38% | 32,922 | 增持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $8.0M | 2.38% | 250,932 | 新建仓 |
| 19 | SPTS | SPDR SERIES TRUST | $6.7M | 1.99% | 229,744 | 增持 |
| 20 | VUG | VANGUARD INDEX FDS | $6.7M | 1.99% | 77,541 | 增持 |
| 21 | AAPL | APPLE INC | $5.9M | 1.78% | 20,547 | 减持 |
| 22 | VO | VANGUARD INDEX FDS | $5.6M | 1.67% | 69,325 | 增持 |
| 23 | VTEB | VANGUARD MUN BD FDS | $4.7M | 1.39% | 92,341 | 持平 |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $4.6M | 1.38% | 77,167 | 减持 |
| 25 | VEA | VANGUARD TAX-MANAGED FDS | $4.1M | 1.22% | 57,539 | 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