Tull Financial Group, Inc. 13F 持仓 · 2026年Q2
Tull Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 2.56 亿美元。前几大持仓：SPYM（24.31%）、VCRB（15.21%）、IEFA（12.47%）。本季前 25 大持仓中：新建仓 2 只、增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $62.1M | 24.31% | 706,854 | 增持 |
| 2 | VCRB | VANGUARD MALVERN FDS | $38.9M | 15.21% | 503,147 | 增持 |
| 3 | IEFA | ISHARES TR | $31.9M | 12.47% | 329,996 | 增持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $28.7M | 11.24% | 38,453 | 减持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $27.2M | 10.66% | 400,483 | 增持 |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | $24.2M | 9.49% | 335,421 | 减持 |
| 7 | VYMI | VANGUARD WHITEHALL FDS | $18.2M | 7.12% | 185,302 | 增持 |
| 8 | AVEM | AMERICAN CENTY ETF TR | $9.0M | 3.51% | 92,845 | 新建仓 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 0.57% | 46,302 | 减持 |
| 10 | IWF | ISHARES TR | $1.3M | 0.50% | 10,239 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $1.2M | 0.48% | 6,174 | 增持 |
| 12 | VOO | VANGUARD INDEX FDS | $1.1M | 0.45% | 1,666 | 增持 |
| 13 | AAPL | APPLE INC | $1.1M | 0.42% | 3,727 | 增持 |
| 14 | NSC | NORFOLK SOUTHN CORP | $1.1M | 0.42% | 3,449 | 增持 |
| 15 | AMZN | AMAZON COM INC | $702,626 | 0.27% | 2,948 | 增持 |
| 16 | TSLA | TESLA INC | $684,316 | 0.27% | 1,627 | 增持 |
| 17 | IXN | ISHARES TR | $674,433 | 0.26% | 4,668 | 持平 |
| 18 | MSFT | MICROSOFT CORP | $600,524 | 0.24% | 1,610 | 减持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $486,379 | 0.19% | 972 | 减持 |
| 20 | SCHG | SCHWAB STRATEGIC TR | $490,520 | 0.19% | 14,495 | 增持 |
| 21 | VBIL | VANGUARD INSTL INDEX FD | $450,242 | 0.18% | 5,949 | 新建仓 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $422,549 | 0.17% | 5,931 | 增持 |
| 23 | GOOGL | ALPHABET INC | $374,166 | 0.15% | 1,047 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $362,821 | 0.14% | 980 | 增持 |
| 25 | XLK | SELECT SECTOR SPDR TR | $351,198 | 0.14% | 1,843 | 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