13FBOX
XML Financial, LLC · 13F 持仓分析
期权收益计算器 机构排行

XML Financial, LLC

No.2252
最新持仓市值 (Q2 2026)
$13.75亿
环比变动 Q1 2026
+$1.35亿+10.9%
持仓股票数
447
新买入
44
加仓
167
减仓
178
清仓
18
持股不变
58
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嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
4.14%3.83%$5,696.6万168.3万股$4,751.6万163.1万股+5.2万股+3.20%加仓
IiShares安硕信托DGRO
3.23%3.26%$4,440.3万58.6万股$4,042.7万57.6万股+9,826股+1.71%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
3.17%3.06%$4,364.8万125.4万股$3,795.0万124.4万股+9,650股+0.78%加仓
V先锋领航全球基金VGT
2.55%2.05%$3,499.3万29.3万股$2,539.3万3.6万股+25.6万股+704.48%加仓
IiShares安硕·RUSSELLIWF
2.54%2.44%$3,493.9万28.1万股$3,028.8万7.1万股+21.0万股+296.13%加仓
IiShares安硕·RUSSELLIWB
2.44%2.38%$3,355.5万8.2万股$2,943.8万8.3万股-621股-0.75%减仓
苹果AAPL
2.44%2.36%$3,355.4万11.6万股$2,921.8万11.5万股+835股+0.73%加仓
IiShares安硕信托IVV
2.04%1.92%$2,804.2万3.7万股$2,373.8万3.6万股+1,105股+3.04%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.88%1.86%$2,579.7万23.4万股$2,309.7万23.8万股-3,716股-1.56%减仓
V先锋领航债券指数基金BSV
1.8%1.72%$2,471.8万31.7万股$2,129.2万27.2万股+4.6万股+16.84%加仓
微软MSFT
1.57%1.68%$2,156.3万5.8万股$2,076.6万5.6万股+1,710股+3.05%加仓
PIMCO CORPORATE & INCOMEPTY
1.54%1.55%$2,110.8万175.5万股$1,918.8万159.1万股+16.4万股+10.28%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
1.42%1.38%$1,956.4万18.1万股$1,707.1万18.7万股-5,072股-2.72%减仓
伯克希尔哈撒韦BRK.B
1.31%1.31%$1,805.3万3.6万股$1,621.4万3.4万股+2,243股+6.63%加仓
PPIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUNDCORP
1.29%1.44%$1,769.9万18.3万股$1,783.3万18.4万股-1,570股-0.85%减仓
SSPDR黄金信托GLD
1.14%1.49%$1,565.2万4.2万股$1,842.0万4.3万股-318股-0.74%减仓
强生JNJ
1.12%1.24%$1,541.1万6.1万股$1,537.3万6.3万股-2,209股-3.51%减仓
英伟达NVDA
1.08%0.94%$1,486.2万7.4万股$1,168.9万6.7万股+7,256股+10.83%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
1.08%1.04%$1,480.8万10.4万股$1,284.6万10.3万股+1,702股+1.66%加仓
IiShares安硕信托IYF
1.06%1.08%$1,450.7万11.4万股$1,338.1万11.4万股+42股+0.04%加仓
思科CSCO
1.04%0.8%$1,432.8万12.2万股$991.6万12.8万股-5,819股-4.55%减仓
SSPDR道富系列信托SPTM
1.03%1.02%$1,412.5万15.6万股$1,266.2万16.0万股-4,575股-2.86%减仓
谷歌AGOOGL
0.95%0.84%$1,300.5万3.6万股$1,036.2万3.6万股+356股+0.99%加仓
摩根大通JPM
0.94%0.94%$1,296.2万4.0万股$1,167.0万4.0万股-71股-0.18%减仓
PPacer基金信托COWZ
0.94%1.02%$1,295.2万20.8万股$1,265.8万20.2万股+5,911股+2.92%加仓
IiShares安硕·RUSSELLIWM
0.94%0.86%$1,293.6万4.3万股$1,069.9万4.3万股-86股-0.20%减仓
亚马逊AMZN
0.91%0.9%$1,253.8万5.3万股$1,119.6万5.4万股-1,152股-2.14%减仓
S嘉信策略信托SCHD
0.9%1%$1,239.3万39.1万股$1,237.1万40.3万股-1.2万股-3.08%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.89%0.85%$1,220.8万8.3万股$1,057.8万8.3万股+818股+0.99%加仓
IiShares安硕信托IWD
0.89%0.85%$1,217.9万5.0万股$1,053.3万4.9万股+940股+1.91%加仓
COHEN & STEERS REIT & PFD & COMRNP
0.88%0.89%$1,215.5万59.9万股$1,108.7万56.1万股+3.8万股+6.71%加仓
IiShares安硕·COREIJR
0.88%0.85%$1,205.8万8.1万股$1,048.4万8.4万股-3,037股-3.60%减仓
I景顺交易所交易基金IISPHD
0.86%0.9%$1,183.2万23.3万股$1,114.7万22.5万股+8,031股+3.57%加仓
IiShares安硕信托IWS
0.81%0.8%$1,120.3万6.8万股$988.0万6.8万股+271股+0.40%加仓
BBANK OF AMERBAC
0.81%0.79%$1,114.4万19.6万股$984.5万20.2万股-6,362股-3.15%减仓
V先锋领航·MIDVO
0.8%0.72%$1,097.9万13.6万股$896.0万3.1万股+10.5万股+336.77%加仓
SSTATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETFNANR
0.78%0.86%$1,073.5万14.2万股$1,065.4万12.7万股+1.5万股+12.10%加仓
F第一信托交易所交易基金IIIFSMB
0.76%$1,038.1万51.9万股$00股+51.9万股新买入
Q高通QCOM
0.74%0.63%$1,014.2万5.5万股$776.9万6.0万股-5,447股-9.03%减仓
V先锋领航白厅基金VYM
0.7%0.74%$961.7万6.1万股$920.8万6.2万股-1,314股-2.11%减仓
PPIMCO太平洋投资管理ETFPCPI
0.69%$954.2万19.0万股$00股+19.0万股新买入
G高盛ETF信托GINC
0.69%0.7%$944.3万15.9万股$868.5万17.5万股-1.6万股-9.27%减仓
应用材料AMAT
0.66%0.39%$904.3万1.3万股$478.5万1.4万股-1,491股-10.65%减仓
雷神技术RTX
0.66%0.79%$903.8万4.8万股$981.0万5.1万股-3,219股-6.33%减仓
F第一信托交易所交易基金VIUCON
0.64%0.71%$881.9万35.4万股$874.0万35.3万股+1,627股+0.46%加仓
SSPDR道富指数基金SPDW
0.63%0.62%$862.1万17.1万股$773.3万16.9万股+1,680股+0.99%加仓
I景顺QQQ信托VOO
0.63%0.54%$859.4万1.2万股$663.2万1.1万股+180股+1.57%加仓
IIBMIBM
0.6%0.59%$821.8万2.9万股$736.1万3.0万股-1,145股-3.77%减仓
AAlphabet Inc Class CGOOG
0.58%0.53%$791.9万2.2万股$652.9万2.3万股-347股-1.52%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.57%0.52%$779.1万2.0万股$642.9万2.0万股-711股-3.47%减仓

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