13F 机构持仓

Financial Advisors Network, Inc.

TUSTIN CA · SEC CIK 0001697856

2026Q22026Q1 更早 9 个季度 🔒
$8.16亿2026Q2 申报市值
208持仓数
51.4%前十大占比 · 第一大 11.2%
12 / 11新建仓 / 清仓
申报市值走势$8.16亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BND 11.2%
VEA 8.1%
SCHG 5.6%
VTV 5.2%
SCHV 4.7%
VUG 4.3%
VWO 4.0%
IDEV 2.8%
BNDX 2.8%
GILD 2.7%

2026Q2 买入最多 按季末市值估算

VTV 加仓+$270.26万
GILD 加仓+$250.36万
VEA 加仓+$227.57万
VWO 加仓+$146.53万
SCHV 加仓+$131.02万

2026Q2 卖出最多 按季末市值估算

BND 减仓-$339.09万
ABBV 重新持有-$333.67万
BNDX 减仓-$92.07万
CLMB 减仓-$79.64万
EMB 减仓-$63.10万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
IJT ISHARES TR $1,073.14万1.32%60,086 1,0871.8% $19.41万 加仓
IVE ISHARES TR $1,103.58万1.35%48,603 -409-0.8% -$9.29万 减仓
NVDA NVIDIA CORPORATION $1,289.22万1.58%64,432 1,5152.4% $30.31万 加仓
IEMG ISHARES INC $1,315.84万1.61%158,841 5,4753.6% $45.35万 加仓
IVW ISHARES TR $1,330.60万1.63%96,750 -409-0.4% -$5.62万 减仓
HYG ISHARES TR $1,515.13万1.86%189,462 -6,569-3.4% -$52.53万 减仓
AAPL APPLE INC $1,617.18万1.98%55,888 1,4982.8% $43.35万 加仓
IJS ISHARES TR $1,680.78万2.06%122,972 5,5194.7% $75.43万 加仓
EMB ISHARES TR $1,780.08万2.18%184,579 -6,543-3.4% -$63.10万 减仓
GILD GILEAD SCIENCES INC $2,219.51万2.72%175,677 19,81612.7% $250.36万 加仓
BNDX VANGUARD CHARLOTTE FDS $2,262.03万2.77%467,071 -19,011-3.9% -$92.07万 减仓
IDEV ISHARES TR $2,313.34万2.84%259,897 13,7245.6% $122.16万 加仓
VWO VANGUARD INTL EQUITY INDEX F $3,257.29万3.99%545,701 24,5494.7% $146.53万 加仓
VUG VANGUARD INDEX FDS $3,516.15万4.31%408,191 14,5013.7% $124.91万 加仓
SCHV SCHWAB STRATEGIC TR $3,820.35万4.68%1,097,487 37,6403.6% $131.02万 加仓
VTV VANGUARD INDEX FDS $4,206.95万5.16%193,041 12,4016.9% $270.26万 加仓
SCHG SCHWAB STRATEGIC TR $4,581.21万5.62%1,353,786 33,7482.6% $114.20万 加仓
VEA VANGUARD TAX-MANAGED FDS $6,589.03万8.08%924,776 31,9403.6% $227.57万 加仓
BND VANGUARD BD INDEX FDS $9,164.78万11.24%1,248,438 -46,191-3.6% -$339.09万 减仓