US Financial Advisors, LLC 13F 持仓 · 最近申报 2025年Q1
US Financial Advisors 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 97 只证券，申报市值合计 3.38 亿美元。前几大持仓：IWB（12.57%）、IVV（9.22%）、EFA（5.80%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $42.5M | 12.57% | 138,602 | 减持 |
| 2 | IVV | ISHARES TR | $31.2M | 9.22% | 55,534 | 减持 |
| 3 | EFA | ISHARES TR | $19.6M | 5.80% | 240,077 | 增持 |
| 4 | SPTI | SPDR SER TR | $14.1M | 4.18% | 494,894 | 增持 |
| 5 | VO | VANGUARD INDEX FDS | $13.1M | 3.87% | 50,649 | 减持 |
| 6 | IWD | ISHARES TR | $12.7M | 3.76% | 67,545 | 增持 |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | $11.5M | 3.39% | 195,898 | 减持 |
| 8 | SPY | SPDR S&P 500 ETF TR | $11.0M | 3.26% | 19,691 | 增持 |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $10.6M | 3.12% | 133,761 | 增持 |
| 10 | EEM | ISHARES TR | $9.9M | 2.93% | 226,949 | 增持 |
| 11 | MOAT | VANECK ETF TRUST | $9.8M | 2.90% | 111,627 | 增持 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | $9.8M | 2.90% | 120,209 | 增持 |
| 13 | IWF | ISHARES TR | $8.9M | 2.64% | 24,709 | 减持 |
| 14 | AAPL | APPLE INC | $8.6M | 2.55% | 38,873 | 增持 |
| 15 | USFR | WISDOMTREE TR | $8.4M | 2.49% | 167,470 | 增持 |
| 16 | VB | VANGUARD INDEX FDS | $7.7M | 2.27% | 34,700 | 减持 |
| 17 | IEI | ISHARES TR | $7.0M | 2.06% | 59,139 | 增持 |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $6.5M | 1.93% | 109,158 | 增持 |
| 19 | BIL | SPDR SER TR | $6.4M | 1.90% | 70,157 | 减持 |
| 20 | SHY | ISHARES TR | $6.2M | 1.84% | 75,343 | 减持 |
| 21 | GLDM | WORLD GOLD TR | $6.2M | 1.82% | 99,628 | 新建仓 |
| 22 | USIG | ISHARES TR | $5.6M | 1.66% | 110,057 | 增持 |
| 23 | ANGL | VANECK ETF TRUST | $5.4M | 1.59% | 186,146 | 增持 |
| 24 | VONE | VANGUARD SCOTTSDALE FDS | $4.6M | 1.36% | 18,181 | 减持 |
| 25 | FLOT | ISHARES TR | $4.3M | 1.27% | 83,986 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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