Unify Financial Advisors 13F 持仓 · 2026年Q2
Unify Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 1.08 亿美元。前几大持仓：IVV（9.88%）、SCHZ（8.21%）、VTI（6.44%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $10.7M | 9.88% | 14,291 | 增持 |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $8.9M | 8.21% | 384,558 | 增持 |
| 3 | VTI | VANGUARD INDEX FDS | $7.0M | 6.44% | 18,850 | 减持 |
| 4 | SCHB | SCHWAB STRATEGIC TR | $5.7M | 5.22% | 195,230 | 减持 |
| 5 | VMBS | VANGUARD SCOTTSDALE FDS | $4.6M | 4.22% | 97,572 | 增持 |
| 6 | SCHF | SCHWAB STRATEGIC TR | $3.4M | 3.15% | 123,186 | 增持 |
| 7 | IVW | ISHARES TR | $3.2M | 2.96% | 23,344 | 减持 |
| 8 | VXUS | VANGUARD STAR FDS | $2.6M | 2.39% | 30,333 | 增持 |
| 9 | IEMG | ISHARES INC | $2.3M | 2.11% | 27,529 | 减持 |
| 10 | EFG | ISHARES TR | $2.1M | 1.95% | 16,951 | 增持 |
| 11 | DELL | DELL TECHNOLOGIES INC | $2.1M | 1.90% | 4,767 | 减持 |
| 12 | IVE | ISHARES TR | $2.0M | 1.89% | 9,012 | 减持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $2.0M | 1.81% | 2,626 | 减持 |
| 14 | AAPL | APPLE INC | $1.8M | 1.67% | 6,263 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $1.8M | 1.64% | 8,882 | 减持 |
| 16 | MU | MICRON TECHNOLOGY INC | $1.7M | 1.61% | 1,507 | 减持 |
| 17 | GOVT | ISHARES TR | $1.6M | 1.51% | 71,786 | 增持 |
| 18 | AMZN | AMAZON COM INC | $1.6M | 1.50% | 6,816 | 减持 |
| 19 | GOOGL | ALPHABET INC | $1.5M | 1.40% | 4,255 | 减持 |
| 20 | JPM | JPMORGAN CHASE & CO | $1.5M | 1.40% | 4,643 | 减持 |
| 21 | EFV | ISHARES TR | $1.3M | 1.18% | 16,698 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 1.18% | 3,419 | 增持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.2M | 1.14% | 1,320 | 增持 |
| 24 | PH | PARKER-HANNIFIN CORP | $1.2M | 1.14% | 1,262 | 减持 |
| 25 | BAI | BLACKROCK ETF TRUST | $1.2M | 1.12% | 23,054 | 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