Walker Financial Services, Inc. 13F 持仓 · 2026年Q2
Walker Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 3.23 亿美元。前几大持仓：TFLO（13.34%）、FLOT（11.57%）、SPSB（9.06%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TFLO | ISHARES TR | $43.1M | 13.34% | 851,969 | 增持 |
| 2 | FLOT | ISHARES TR | $37.4M | 11.57% | 732,529 | 增持 |
| 3 | SPSB | SPDR SERIES TRUST | $29.3M | 9.06% | 975,719 | 增持 |
| 4 | SCHB | SCHWAB STRATEGIC TR | $26.9M | 8.32% | 928,968 | 增持 |
| 5 | SCHD | SCHWAB STRATEGIC TR | $26.7M | 8.27% | 842,806 | 减持 |
| 6 | STIP | ISHARES TR | $24.7M | 7.64% | 241,916 | 增持 |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $21.2M | 6.55% | 69,882 | 增持 |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $19.9M | 6.16% | 93,563 | 增持 |
| 9 | SPIB | SPDR SERIES TRUST | $16.7M | 5.18% | 500,108 | 增持 |
| 10 | SCHR | SCHWAB STRATEGIC TR | $14.7M | 4.56% | 597,458 | 增持 |
| 11 | AGG | ISHARES TR | $7.5M | 2.31% | 75,444 | 减持 |
| 12 | IEMG | ISHARES INC | $6.9M | 2.13% | 82,973 | 增持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $6.6M | 2.05% | 93,008 | 增持 |
| 14 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $5.8M | 1.80% | 116,637 | 减持 |
| 15 | FBND | FIDELITY MERRIMACK STR TR | $4.2M | 1.30% | 92,048 | 减持 |
| 16 | SHV | ISHARES TR | $3.9M | 1.21% | 35,541 | 减持 |
| 17 | VUSB | VANGUARD BD INDEX FDS | $3.9M | 1.20% | 77,753 | 减持 |
| 18 | VXUS | VANGUARD STAR FDS | $3.2M | 0.99% | 37,346 | 减持 |
| 19 | SPTS | SPDR SERIES TRUST | $3.1M | 0.97% | 107,751 | 减持 |
| 20 | VGIT | VANGUARD SCOTTSDALE FDS | $2.4M | 0.73% | 40,236 | 减持 |
| 21 | WMT | WALMART INC | $1.7M | 0.51% | 14,609 | 增持 |
| 22 | AAPL | APPLE INC | $1.5M | 0.46% | 5,186 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $1.5M | 0.45% | 3,892 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.36% | 2,319 | 减持 |
| 25 | QQQ | INVESCO QQQ TR | $1.1M | 0.34% | 1,496 | 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