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

AA Financial Advisors, LLC

No.3118 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.32亿
环比变动 Q1 2026
+$1.22亿+17.1%
持仓股票数
230
新买入
21
加仓
112
减仓
84
清仓
12
持股不变
13
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先锋领航指数基金VB
5.86%4.72%$4,876.2万16.1万股$3,353.1万12.8万股+3.3万股+25.66%加仓
C资本集团股息价值CCBG
5.48%4.81%$4,555.0万92.4万股$3,417.8万80.3万股+12.1万股+15.05%加仓
C资本集团成长ETFCGGR
5.05%4.15%$4,199.2万89.0万股$2,947.9万73.3万股+15.6万股+21.29%加仓
DDimensional维度ETF信托DFAC
3.89%4.05%$3,237.4万73.0万股$2,876.4万74.0万股-1.0万股-1.41%减仓
IiShares安硕·COREIJH
3.68%2.43%$3,061.0万39.7万股$1,722.3万25.5万股+14.2万股+55.65%加仓
CCAPITAL CORE EQUITY ETCGUS
3.2%2.9%$2,658.8万59.8万股$2,060.2万53.6万股+6.2万股+11.47%加仓
V先锋领航斯科茨代尔基金BSV
2.68%2.75%$2,229.1万28.2万股$1,954.9万24.7万股+3.5万股+14.37%加仓
V先锋领航国际股票指数基金VT
2.53%2.54%$2,106.8万13.4万股$1,800.4万13.0万股+4,073股+3.13%加仓
G通用动力VTI
2.46%2.54%$2,047.6万5.5万股$1,806.4万5.6万股-973股-1.73%减仓
DDimensional维度ETF信托DFIC
2.38%2.55%$1,976.8万53.1万股$1,811.6万51.0万股+2.1万股+4.05%加仓
F富达Covington信托FDVV
2.33%0.99%$1,936.4万32.1万股$703.9万12.7万股+19.4万股+152.04%加仓
DDimensional维度ETF信托DGCB
2.11%2.41%$1,755.7万32.1万股$1,712.5万31.6万股+4,802股+1.52%加仓
V先锋领航指数基金VNQ
2.03%1.71%$1,688.4万17.5万股$1,215.9万13.7万股+3.8万股+27.73%加仓
CCAPITAL GBL GROWTH EQTCGGR
1.45%1.34%$1,202.2万28.4万股$948.5万28.4万股-223股-0.08%减仓
CCAPITAL GROUP FIXED INCOME ETFRFCI
1.39%1.53%$1,157.8万51.9万股$1,089.4万48.8万股+3.2万股+6.51%加仓
I景顺自营指数基金BSCR
1.34%1.48%$1,111.6万56.7万股$1,052.3万53.6万股+3.0万股+5.69%加仓
WWORLD GOLD TRGLD
1.3%1.08%$1,083.0万13.6万股$769.6万8.3万股+5.3万股+64.23%加仓
PPGIM LADDERED S&P 500 BUFFER 12 ETFBUFP
1.25%1.11%$1,042.7万32.5万股$784.8万26.4万股+6.1万股+23.21%加仓
特斯拉TSLA
1.25%1.37%$1,036.4万2.5万股$970.9万2.6万股-1,475股-5.65%减仓
PPGIM ROCK ETF TRPBFR
1.24%1.11%$1,031.9万33.7万股$790.3万27.3万股+6.4万股+23.59%加仓
V先锋领航白厅基金VYM
1.17%1.31%$971.8万6.1万股$933.5万6.3万股-1,533股-2.43%减仓
I景顺·NASDAQ 100 ETFQQQM
1.15%0.52%$952.5万3.1万股$370.8万1.6万股+1.6万股+101.49%加仓
DDimensional维度ETF信托DFSD
1.13%1.28%$936.9万19.6万股$911.9万19.0万股+5,754股+3.02%加仓
DDimensional维度ETF信托DFCF
1.07%1.23%$891.9万21.1万股$869.7万20.6万股+5,287股+2.57%加仓
V先锋领航斯科茨代尔基金VCIT
1.06%1.28%$884.4万10.7万股$911.1万11.0万股-3,090股-2.81%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
1.02%1.15%$846.7万18.2万股$816.5万18.9万股-6,971股-3.68%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
1.02%1.15%$844.6万17.1万股$817.4万17.7万股-6,533股-3.69%减仓
SSPDR道富系列信托SJNK
1.01%1.1%$837.6万33.5万股$777.8万31.1万股+2.3万股+7.47%加仓
IInnovator ETF信托PAPR
1.01%1.16%$836.6万19.8万股$821.9万20.7万股-8,257股-4.00%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
1%1.15%$835.7万17.1万股$813.9万17.7万股-5,861股-3.31%减仓
DDimensional维度ETF信托DFGP
0.98%1.16%$817.6万15.0万股$825.3万15.3万股-2,741股-1.79%减仓
DDimensional维度ETF信托DFGX
0.98%1.09%$813.6万15.2万股$773.7万14.8万股+4,283股+2.90%加仓
DDimensional维度ETF信托DFSV
0.97%1.05%$808.8万20.8万股$746.0万21.3万股-4,398股-2.07%减仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
0.94%1%$783.9万18.8万股$706.6万19.2万股-4,358股-2.27%减仓
S嘉信策略信托SCHF
0.9%0.99%$750.3万27.1万股$702.0万28.4万股-1.3万股-4.50%减仓
IiShares安硕信托IVV
0.88%0.7%$732.7万9,783股$495.9万7,592股+2,191股+28.86%加仓
苹果AAPL
0.85%0.8%$704.6万2.4万股$568.3万2.2万股+1,958股+8.74%加仓
英伟达NVDA
0.81%0.78%$676.3万3.4万股$551.6万3.2万股+2,173股+6.87%加仓
CCOMMSCOPEVISN
0.8%1.33%$663.9万52.0万股$945.5万52.0万股00.00%持仓不变
博通AVGO
0.79%0.76%$657.9万1.7万股$536.8万1.7万股+73股+0.42%加仓
微软MSFT
0.79%0.88%$656.9万1.8万股$621.6万1.7万股+817股+4.87%加仓
S道富SPYV
0.78%0.87%$648.6万10.7万股$614.8万10.9万股-1,962股-1.81%减仓
I景顺自营指数基金BSCQ
0.76%0.85%$629.4万32.2万股$604.2万30.9万股+1.3万股+4.20%加仓
I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT
0.73%0.86%$606.4万32.6万股$610.6万32.7万股-795股-0.24%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.73%0.75%$604.4万15.0万股$530.6万15.7万股-6,397股-4.08%减仓
礼来LLY
0.68%0.6%$562.1万4,686股$427.4万4,647股+39股+0.84%加仓
CCAPITAL CORE BALANCEDCGBL
0.63%0.66%$522.4万13.8万股$469.0万13.6万股+1,340股+0.98%加仓
I景顺自营指数基金BSCS
0.61%0.64%$508.9万25.0万股$453.9万22.2万股+2.8万股+12.42%加仓
亚马逊AMZN
0.59%0.59%$491.0万2.1万股$420.3万2.0万股+421股+2.09%加仓
LLEGG MASON ETF INVTLRGE
0.54%0.54%$451.0万5.3万股$386.9万5.1万股+1,208股+2.35%加仓

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