13FBOX
FIDUCIARY FINANCIAL ADVISORS · 13F 持仓分析
期权收益计算器 机构排行

FIDUCIARY FINANCIAL ADVISORS

No.2821 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.83亿
环比变动 Q1 2026
+$8.71亿+777.3%
持仓股票数
2785
新买入
2716
加仓
62
减仓
5
清仓
0
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYM
4.35%0.7%$4,275.0万48.6万股$78.0万1.0万股+47.6万股+4,675.81%加仓
A美国世纪ETF信托AVLV
3.12%10.71%$3,067.5万33.6万股$1,200.6万14.9万股+18.7万股+125.83%加仓
AAvantis·U SAVUV
2%3.47%$1,963.4万15.7万股$388.6万3.5万股+12.2万股+347.63%加仓
AVANTIS INTLNGG
1.88%6.15%$1,852.2万20.8万股$689.2万8.1万股+12.6万股+155.63%加仓
DDimensional维度ETF信托DFSV
1.75%$1,716.7万44.3万股$00股+44.3万股新买入
I景顺交易所交易基金信托XLG
1.72%0.24%$1,689.1万27.6万股$26.9万4,927股+27.1万股+5,498.82%加仓
PPIMCO太平洋投资管理ETFPYLD
1.64%$1,611.6万60.8万股$00股+60.8万股新买入
S嘉信策略信托SCHD
1.56%$1,538.0万48.5万股$00股+48.5万股新买入
A美国世纪ETF信托AVEM
1.51%4.08%$1,480.5万15.3万股$457.0万5.7万股+9.7万股+170.61%加仓
A美国世纪ETF信托AVUS
1.49%7.71%$1,468.3万11.5万股$864.1万7.8万股+3.7万股+47.52%加仓
DDimensional维度ETF信托DFAC
1.45%9.48%$1,423.1万32.1万股$1,063.0万27.4万股+4.7万股+17.29%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
1.44%$1,413.2万33.9万股$00股+33.9万股新买入
F第一信托交易所交易基金IIIFPE
1.43%$1,408.1万78.8万股$00股+78.8万股新买入
I景顺QQQ信托VOO
1.34%$1,318.9万1.8万股$00股+1.8万股新买入
IiShares安硕信托IVV
1.29%2.56%$1,268.8万1.7万股$287.0万4,396股+1.3万股+285.71%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.29%1.91%$1,268.4万30.8万股$213.7万5.5万股+25.3万股+460.79%加仓
FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI
1.24%$1,219.8万63.2万股$00股+63.2万股新买入
V先锋领航白厅基金VYMI
1.17%$1,151.0万11.7万股$00股+11.7万股新买入
DDimensional维度ETF信托DFCF
1.16%2.83%$1,142.6万27.1万股$316.9万7.5万股+19.6万股+260.69%加仓
DDimensional维度·USDFUV
1.11%4.69%$1,095.3万19.9万股$525.3万10.8万股+9.1万股+83.69%加仓
英伟达NVDA
1.09%0.6%$1,070.3万5.3万股$67.6万3,878股+4.9万股+1,264.31%加仓
WWisdomTree信托AGGY
0.99%$976.6万22.5万股$00股+22.5万股新买入
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.97%$956.2万28.3万股$00股+28.3万股新买入
DDimensional维度ETF信托DFGP
0.96%5.41%$942.6万17.3万股$606.6万11.2万股+6.1万股+54.08%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.93%0.85%$912.6万22.7万股$95.0万2.8万股+19.9万股+709.44%加仓
DDimensional维度ETF信托DISV
0.9%2.59%$889.5万22.2万股$290.1万7.4万股+14.8万股+201.34%加仓
V先锋领航斯科茨代尔基金VCIT
0.86%1.38%$841.5万10.2万股$154.3万1.9万股+8.3万股+446.18%加仓
V先锋领航指数基金VUG
0.84%5.22%$828.6万9.6万股$585.3万1.3万股+8.3万股+617.47%加仓
VVictory组合IIUBND
0.83%$817.6万37.6万股$00股+37.6万股新买入
苹果AAPL
0.82%0.43%$811.3万2.8万股$48.7万1,918股+2.6万股+1,363.03%加仓
SSPDR标普500 ETFSPY
0.82%0.97%$807.1万1.1万股$108.7万1,674股+9,182股+548.51%加仓
博通AVGO
0.81%$801.2万2.1万股$00股+2.1万股新买入
I景顺·NASDAQ 100 ETFQQQM
0.79%$779.1万2.6万股$00股+2.6万股新买入
V先锋领航·MIDVO
0.77%$757.4万9.4万股$00股+9.4万股新买入
V先锋领航·MALVERN FDSVCRB
0.76%3%$744.0万9.6万股$335.9万4.3万股+5.3万股+121.95%加仓
DDimensional维度ETF信托DUSB
0.74%$726.1万14.3万股$00股+14.3万股新买入
S嘉信·USSCHX
0.73%$714.7万24.3万股$00股+24.3万股新买入
V先锋领航指数基金VBK
0.7%0.46%$683.5万1.9万股$51.8万1,714股+1.7万股+993.64%加仓
IiShares安硕·COREIJH
0.68%0.77%$669.0万8.7万股$86.7万1.3万股+7.4万股+576.37%加仓
V先锋领航指数基金VTV
0.67%0.23%$654.1万3.0万股$26.1万1,330股+2.9万股+2,158.50%加仓
PPGIM ULTRAPULS
0.65%$644.0万13.0万股$00股+13.0万股新买入
IiShares安硕信托IEFA
0.62%2.83%$612.3万6.3万股$317.4万3.5万股+2.8万股+80.83%加仓
V先锋领航·FTSEVEA
0.61%0.25%$604.5万8.5万股$28.1万4,379股+8.0万股+1,837.68%加仓
VVictory组合IIVSDA
0.59%$582.2万10.0万股$00股+10.0万股新买入
S嘉信·USSCHA
0.59%$580.1万16.1万股$00股+16.1万股新买入
IiShares安硕信托EFG
0.59%$577.7万4.6万股$00股+4.6万股新买入
V先锋领航指数基金VOO
0.58%$566.1万8,248股$00股+8,248股新买入
G通用动力VTI
0.56%0.49%$550.8万1.5万股$54.5万1,700股+1.3万股+776.24%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
0.49%$481.7万3.4万股$00股+3.4万股新买入
S嘉信策略信托SCHF
0.47%$461.5万16.7万股$00股+16.7万股新买入

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