Affiance Financial, LLC
ST. LOUIS PARK MN · SEC CIK 0001723681
$6.95亿2026Q2 申报市值
111持仓数
72.3%前十大占比 · 第一大 19.2%
8 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTI 加仓+$350.17万
BOND 加仓+$272.64万
IWF 加仓+$245.09万
IEFA 加仓+$231.87万
AGG 加仓+$181.79万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$108.48万
NVDA 减仓-$105.29万
HONEYWELL INTL I 清仓-$61.01万
IWD 减仓-$45.00万
EXXON MOBIL CORP 清仓-$38.35万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,021.13万 | 1.47% | 35,289 | -3,749 | -9.6% | -$108.48万 | 减仓 |
| BOND | PIMCO ETF TR | $1,169.99万 | 1.68% | 126,883 | 29,567 | 30.4% | $272.64万 | 加仓 |
| IJH | ISHARES TR | $1,263.25万 | 1.82% | 163,824 | -4,350 | -2.6% | -$33.54万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,267.86万 | 1.82% | 212,407 | -120 | -0.1% | -$7,163 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,352.01万 | 1.94% | 261,106 | 12,194 | 4.9% | $63.14万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,723.57万 | 2.48% | 70,004 | -709 | -1.0% | -$17.46万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,968.27万 | 2.83% | 370,045 | -2,269 | -0.6% | -$12.07万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,353.91万 | 3.38% | 108,012 | 4,452 | 4.3% | $97.02万 | 加仓 |
| IWF | ISHARES TR | $3,291.93万 | 4.73% | 265,114 | 19,738 | 8.0% | $245.09万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,709.43万 | 5.33% | 520,621 | -1,816 | -0.3% | -$12.94万 | 减仓 |
| IEFA | ISHARES TR | $3,911.23万 | 5.62% | 404,972 | 24,008 | 6.3% | $231.87万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8,782.31万 | 12.63% | 237,334 | 9,463 | 4.2% | $350.17万 | 加仓 |
| AGG | ISHARES TR | $9,803.68万 | 14.10% | 990,470 | 18,366 | 1.9% | $181.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.34亿 | 19.21% | 194,493 | -150 | -0.1% | -$10.30万 | 减仓 |