XML Financial, LLC 13F 持仓 · 2026年Q2
XML Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 447 只证券，申报市值合计 13.75 亿美元。前几大持仓：SCHG（4.14%）、DGRO（3.23%）、SCHV（3.17%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $57.0M | 4.14% | 1.7M | 增持 |
| 2 | DGRO | ISHARES TR | $44.4M | 3.23% | 585,875 | 增持 |
| 3 | SCHV | SCHWAB STRATEGIC TR | $43.6M | 3.17% | 1.3M | 增持 |
| 4 | VGT | VANGUARD WORLD FD | $35.0M | 2.55% | 292,783 | 增持 |
| 5 | IWF | ISHARES TR | $34.9M | 2.54% | 281,379 | 增持 |
| 6 | AAPL | APPLE INC | $33.6M | 2.44% | 115,961 | 增持 |
| 7 | IWB | ISHARES TR | $33.6M | 2.44% | 81,941 | 减持 |
| 8 | IVV | ISHARES TR | $28.0M | 2.04% | 37,445 | 增持 |
| 9 | IWR | ISHARES TR | $25.8M | 1.88% | 233,838 | 减持 |
| 10 | BSV | VANGUARD BD INDEX FDS | $24.7M | 1.80% | 317,267 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $21.6M | 1.57% | 57,808 | 增持 |
| 12 | PTY | PIMCO CORPORATE & INCOME OPP | $21.1M | 1.54% | 1.8M | 增持 |
| 13 | CWB | SPDR SERIES TRUST | $19.6M | 1.42% | 181,451 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $18.1M | 1.31% | 36,078 | 增持 |
| 15 | CORP | PIMCO ETF TR | $17.7M | 1.29% | 182,658 | 减持 |
| 16 | GLD | SPDR GOLD TR | $15.7M | 1.14% | 42,489 | 减持 |
| 17 | JNJ | JOHNSON & JOHNSON | $15.4M | 1.12% | 60,680 | 减持 |
| 18 | GSLC | GOLDMAN SACHS ETF TR | $14.8M | 1.08% | 104,365 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $14.9M | 1.08% | 74,279 | 增持 |
| 20 | IYF | ISHARES TR | $14.5M | 1.06% | 113,768 | 增持 |
| 21 | CSCO | CISCO SYS INC | $14.3M | 1.04% | 121,978 | 减持 |
| 22 | SPTM | SPDR SERIES TRUST | $14.1M | 1.03% | 155,578 | 减持 |
| 23 | GOOGL | ALPHABET INC | $13.0M | 0.95% | 36,391 | 增持 |
| 24 | COWZ | PACER FDS TR | $13.0M | 0.94% | 208,239 | 增持 |
| 25 | IWM | ISHARES TR | $12.9M | 0.94% | 43,054 | 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