Tranquilli Financial Advisor LLC 13F 持仓 · 2026年Q2
Tranquilli Financial Advisor 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 135 只证券,申报市值合计 1.86 亿美元。前几大持仓:SPYG(7.36%)、DFAX(5.91%)、DFAC(3.15%)。本季前 25 大持仓中:增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $13.7M | 7.36% | 114,925 | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $11.0M | 5.91% | 298,082 | 增持 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $5.8M | 3.15% | 131,766 | 增持 |
| 4 | IDEV | ISHARES TR | $5.8M | 3.14% | 65,649 | 减持 |
| 5 | SPDW | SPDR INDEX SHS FDS | $5.1M | 2.72% | 100,373 | 增持 |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $4.7M | 2.53% | 22,131 | 增持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 2.49% | 6,206 | 增持 |
| 8 | QQQ | INVESCO QQQ TR | $4.1M | 2.23% | 5,615 | 增持 |
| 9 | VIS | VANGUARD WORLD FD | $4.0M | 2.17% | 11,164 | 减持 |
| 10 | VDE | VANGUARD WORLD FD | $4.0M | 2.13% | 26,418 | 减持 |
| 11 | VHT | VANGUARD WORLD FD | $3.9M | 2.07% | 12,885 | 减持 |
| 12 | VPU | VANGUARD WORLD FD | $3.7M | 2.01% | 19,079 | 减持 |
| 13 | PYLD | PIMCO ETF TR | $3.7M | 1.99% | 139,690 | 增持 |
| 14 | VAW | VANGUARD WORLD FD | $3.6M | 1.96% | 15,935 | 减持 |
| 15 | SPEM | SPDR INDEX SHS FDS | $3.6M | 1.94% | 69,588 | 减持 |
| 16 | IEI | ISHARES TR | $3.6M | 1.92% | 30,408 | 增持 |
| 17 | VDC | VANGUARD WORLD FD | $3.6M | 1.92% | 15,824 | 减持 |
| 18 | VNQ | VANGUARD INDEX FDS | $3.5M | 1.91% | 36,744 | 减持 |
| 19 | VGT | VANGUARD WORLD FD | $3.5M | 1.87% | 29,061 | 增持 |
| 20 | VOX | VANGUARD WORLD FD | $3.3M | 1.76% | 17,830 | 增持 |
| 21 | IGIB | ISHARES TR | $2.8M | 1.51% | 52,650 | 增持 |
| 22 | BIL | SPDR SERIES TRUST | $2.5M | 1.35% | 27,337 | 减持 |
| 23 | SPYV | SPDR SERIES TRUST | $2.1M | 1.12% | 34,099 | 减持 |
| 24 | VTIP | VANGUARD MALVERN FDS | $2.0M | 1.06% | 39,093 | 减持 |
| 25 | AMZN | AMAZON COM INC | $2.0M | 1.05% | 8,210 | 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