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Professional Financial Management, Inc. · 13F 持仓分析
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Professional Financial Management, Inc.

No.9158 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9,860.2万
环比变动 Q1 2026
+$254.4万+2.6%
持仓股票数
24
新买入
3
加仓
10
减仓
11
清仓
2
持股不变
0
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
V先锋领航斯科茨代尔基金VGLT
16.45%14.05%$1,621.8万29.4万股$1,349.6万24.4万股+5.0万股+20.55%加仓
VanEck ETF信托GDXJ
8.55%10.67%$843.5万8.6万股$1,025.1万8.5万股+453股+0.53%加仓
CCAMBRIA ETF TR TAIL RISKTAIL
8.42%9.01%$830.6万78.1万股$865.0万73.9万股+4.3万股+5.77%加仓
VVANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARESEDV
8%7.67%$788.3万12.1万股$737.1万11.3万股+7,642股+6.73%加仓
V先锋领航斯科茨代尔基金VGIT
7.13%$702.6万11.9万股$00股+11.9万股新买入
CCAMBRIA EMERGING SHAREHOLDER YIELD ETFEYLD
6.89%9.06%$679.0万15.0万股$870.7万21.0万股-6.1万股-28.89%减仓
TT ROWE PRICE EXCHANGE-TRADEDTBUX
5.18%3.06%$510.6万10.3万股$293.5万5.9万股+4.4万股+73.92%加仓
IiShares安硕信托TLH
4.99%5.2%$492.3万4.9万股$499.5万5.0万股-534股-1.08%减仓
I景顺·RAFI EMERGING MARKETS ETFPXH
4.56%4.13%$450.0万16.1万股$396.4万14.7万股+1.4万股+9.56%加仓
SSIMPLIFY EXCHANGE TRADED FUNTUA
4.27%4.35%$421.2万20.6万股$418.0万19.8万股+8,127股+4.10%加仓
SSCHWAB LONG-TERM U.S. TREASURY ETFSCHQ
3.53%3.34%$348.1万11.1万股$320.9万10.2万股+9,121股+8.93%加仓
KKRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETFIVOL
3.11%3.28%$306.2万17.7万股$315.5万16.9万股+8,461股+5.02%加仓
IiShares安硕信托SGOV
2.72%2.85%$267.9万2.7万股$273.6万2.7万股-572股-2.10%减仓
NEUBERGER MUN FDNBH
2.61%2.63%$257.1万24.4万股$252.9万24.9万股-5,535股-2.22%减仓
RRIVERNORTH FLEXIBLE MUNIRFMZ
2.49%2.42%$245.2万18.0万股$232.7万18.4万股-4,001股-2.18%减仓
PIMCO CALIF MUN INC FD COMPCQ
1.82%1.84%$179.9万20.1万股$176.9万20.6万股-5,655股-2.74%减仓
贝莱德·MUNIHOLDINGS FD INMHD
1.67%1.67%$164.4万13.8万股$160.5万14.2万股-4,176股-2.93%减仓
BLACKROCK MUNIYIELD QUALITY FD COMMYI
1.56%1.63%$153.4万13.8万股$156.3万14.9万股-1.1万股-7.17%减仓
SSPDR道富系列信托SPTL
1.49%$146.7万5.6万股$00股+5.6万股新买入
BNY MELLON STRATEGIC MUNS INLEO
1.36%1.44%$133.8万20.7万股$138.1万21.9万股-1.2万股-5.62%减仓
PPIMCO·NEW YORK MUN FD IIPNI
1.32%1.35%$129.9万18.3万股$129.4万18.9万股-5,592股-2.96%减仓
RRIVERNORTH FLEXIBLE MUN INCORFM
0.96%0.95%$95.1万6.4万股$91.2万6.5万股-626股-0.96%减仓
S嘉信·FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE
0.59%$57.9万1.5万股$00股+1.5万股新买入
S嘉信策略信托SCHR
0.35%0.27%$34.9万1.4万股$25.5万1.0万股+3,915股+38.31%加仓

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