Values First Advisors, Inc. 13F 持仓 · 2026年Q2
Values First Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 186 只证券，申报市值合计 2.19 亿美元。前几大持仓：VGSH（4.62%）、SCHO（3.27%）、ISTB（3.19%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | $10.1M | 4.62% | 173,787 | 增持 |
| 2 | SCHO | SCHWAB STRATEGIC TR | $7.2M | 3.27% | 296,679 | 新建仓 |
| 3 | ISTB | ISHARES TR | $7.0M | 3.19% | 144,740 | 增持 |
| 4 | IEI | ISHARES TR | $5.8M | 2.64% | 49,287 | 增持 |
| 5 | IEF | ISHARES TR | $5.7M | 2.61% | 60,525 | 增持 |
| 6 | MINT | PIMCO ETF TR | $4.7M | 2.16% | 46,886 | 增持 |
| 7 | VGUS | VANGUARD INSTL INDEX FD | $4.3M | 1.97% | 56,869 | 新建仓 |
| 8 | BIL | SPDR SERIES TRUST | $4.0M | 1.84% | 44,058 | 增持 |
| 9 | LRCX | LAM RESEARCH CORP | $3.7M | 1.67% | 8,426 | 减持 |
| 10 | SGOV | ISHARES TR | $3.5M | 1.61% | 35,077 | 增持 |
| 11 | AVGO | BROADCOM INC | $3.2M | 1.46% | 8,474 | 增持 |
| 12 | XMTR | XOMETRY INC | $3.1M | 1.41% | 31,973 | 减持 |
| 13 | MAA | MID-AMER APT CMNTYS INC | $2.9M | 1.32% | 20,857 | 增持 |
| 14 | NNN | NNN REIT INC | $2.9M | 1.30% | 61,306 | 增持 |
| 15 | TECH | BIO-TECHNE CORP | $2.8M | 1.30% | 40,301 | 增持 |
| 16 | ENSG | ENSIGN GROUP INC | $2.8M | 1.27% | 17,400 | 减持 |
| 17 | APH | AMPHENOL CORP | $2.8M | 1.26% | 15,690 | 减持 |
| 18 | MPWR | MONOLITHIC PWR SYS INC | $2.6M | 1.17% | 1,860 | 减持 |
| 19 | LOW | LOWES COS INC | $2.5M | 1.16% | 11,495 | 增持 |
| 20 | EBS | EMERGENT BIOSOLUTIONS INC | $2.5M | 1.15% | 301,488 | 减持 |
| 21 | GH | GUARDANT HEALTH INC | $2.5M | 1.13% | 16,459 | 减持 |
| 22 | TT | TRANE TECHNOLOGIES PLC | $2.4M | 1.11% | 4,930 | 增持 |
| 23 | BMI | BADGER METER INC | $2.4M | 1.09% | 16,120 | 增持 |
| 24 | GEV | GE VERNOVA INC | $2.3M | 1.05% | 1,961 | 减持 |
| 25 | CINF | CINCINNATI FINL CORP | $2.2M | 1.02% | 12,071 | 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