USA Financial Formulas 13F 持仓 · 2026年Q1
USA Financial Formulas 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 437 只证券，申报市值合计 5.31 亿美元。前几大持仓：IJS（20.72%）、IWM（20.38%）、IJK（19.76%）。本季前 25 大持仓中：新建仓 6 只、增持 6 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJS | iShares S&P Small-Cap 600 Value ETF | $109.9M | 20.72% | 927,820 | 新建仓 |
| 2 | IWM | iShares Russell 2000 ETF | $108.1M | 20.38% | 435,956 | 增持 |
| 3 | IJK | iShares S&P Mid-Cap 400 Growth ETF | $104.8M | 19.76% | 1.0M | 新建仓 |
| 4 | IVV | iShares Core S&P 500 | $38.1M | 7.19% | 58,368 | 减持 |
| 5 | BIL | SPDR Series Trust - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF | $23.2M | 4.38% | 253,563 | 新建仓 |
| 6 | GSG | BlackRock Institutional Trust Company N.A. - BTC iShares S&P GSCI Comm | $18.6M | 3.51% | 577,692 | 增持 |
| 7 | LQD | iShares iBoxx USD Inv Grade Corp Bond ETF | $14.0M | 2.63% | 128,238 | 减持 |
| 8 | IEF | iShares 7-10 Year Treasury Bond ETF | $12.3M | 2.32% | 129,169 | 新建仓 |
| 9 | QQQ | Invesco QQQ Trust ETF | $3.8M | 0.72% | 6,655 | 减持 |
| 10 | SIXJ | AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF | $3.8M | 0.72% | 113,956 | 减持 |
| 11 | SIXO | AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF | $3.7M | 0.70% | 110,556 | 减持 |
| 12 | EEM | iShares MSCI Emerging Markets ETF | $3.4M | 0.64% | 59,962 | 减持 |
| 13 | IVW | iShares S&P 500 Growth ETF | $3.3M | 0.62% | 29,041 | 减持 |
| 14 | JANU | ALLIANZIM US BUFFERED 15 UNCAPPED JAN | $1.9M | 0.36% | 69,589 | 减持 |
| 15 | JULU | AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF | $1.9M | 0.36% | 65,966 | 减持 |
| 16 | OCTU | ALLIANZIM US BUFFER 15 UNCAPPED OCT ETF | $1.9M | 0.36% | 68,733 | 减持 |
| 17 | ARLU | AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF | $1.9M | 0.35% | 64,932 | 减持 |
| 18 | AMAT | Applied Materials Inc. | $1.6M | 0.31% | 4,784 | 增持 |
| 19 | WDC | Western Digital Corp. | $1.5M | 0.29% | 5,628 | 增持 |
| 20 | CSCO | Cisco Systems, Inc. | $1.5M | 0.28% | 19,229 | 增持 |
| 21 | LRCX | Lam Research Corp. | $1.4M | 0.27% | 6,639 | 减持 |
| 22 | GILD | Gilead Sciences, Inc. | $1.4M | 0.26% | 9,804 | 增持 |
| 23 | MU | Micron Technology Inc. | $1.4M | 0.26% | 4,079 | 减持 |
| 24 | ROST | Ross Stores, Inc. | $1.3M | 0.25% | 6,187 | 新建仓 |
| 25 | STX | Seagate Technology Holdings Plc | $1.3M | 0.25% | 3,390 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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