13F 机构持仓

Security Financial Services, INC.

Fort Wayne IN · SEC CIK 0001913590

2026Q22026Q1 更早 9 个季度 🔒
$7.21亿2026Q2 申报市值
203持仓数
40.5%前十大占比 · 第一大 12.1%
19 / 19新建仓 / 清仓
申报市值走势$7.21亿2026Q2
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

SPYM 12.1%
CORO 4.8%
IVW 4.6%
DYNF 3.9%
IVE 3.5%
DFUS 2.8%
DFAU 2.4%
BAI 2.2%
VOO 2.2%
VGIT 2.0%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$2,724.73万
IALT 新建仓+$1,376.92万
VGIT 加仓+$595.80万
IUSB 加仓+$308.19万
AIQ 加仓+$196.82万

2026Q2 卖出最多 按季末市值估算

SPTL 减仓-$904.86万
SPHQ 清仓-$819.77万
IVE 减仓-$503.23万
BAI 减仓-$438.27万
THRO 减仓-$386.23万

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
SPDW SPDR INDEX SHS FDS $989.00万1.37%196,270 4,7422.5% $23.89万 加仓
VGT VANGUARD WORLD FD $1,052.73万1.46%88,080 00.0% — 不变
SPMO INVESCO EXCH TRADED FD TR II $1,060.53万1.47%65,651 -19,678-23.1% -$317.88万 减仓
SCHZ SCHWAB STRATEGIC TR $1,083.26万1.50%468,336 66,88016.7% $154.69万 加仓
THRO BLACKROCK ETF TRUST $1,148.62万1.59%266,440 -89,592-25.2% -$386.23万 减仓
SPTL SPDR SERIES TRUST $1,159.64万1.61%442,106 -344,973-43.8% -$904.86万 减仓
VIG VANGUARD SPECIALIZED FUNDS $1,177.99万1.63%49,784 880.2% $2.08万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,219.54万1.69%171,163 -2,100-1.2% -$14.96万 减仓
MBB ISHARES TR $1,235.91万1.71%130,756 3,3132.6% $31.31万 加仓
IUSB ISHARES TR $1,277.70万1.77%276,857 66,77931.8% $308.19万 加仓
AAPL APPLE INC $1,316.13万1.83%45,484 8431.9% $24.39万 加仓
IALT BLACKROCK ETF TRUST $1,376.92万1.91%490,881 490,881— $1,376.92万 新建仓
VGIT VANGUARD SCOTTSDALE FDS $1,434.46万1.99%243,212 101,01771.0% $595.80万 加仓
VOO VANGUARD INDEX FDS $1,579.73万2.19%23,001 -2,934-11.3% -$201.51万 减仓
BAI BLACKROCK ETF TRUST $1,590.62万2.21%301,712 -83,131-21.6% -$438.27万 减仓
DFAU DIMENSIONAL ETF TRUST $1,721.06万2.39%332,958 -2,276-0.7% -$11.76万 减仓
DFUS DIMENSIONAL ETF TRUST $2,024.43万2.81%247,063 -2,933-1.2% -$24.03万 减仓
IVE ISHARES TR $2,532.75万3.51%111,545 -22,163-16.6% -$503.23万 减仓
DYNF BLACKROCK ETF TRUST $2,809.40万3.90%413,086 1100.0% $7,481 加仓
IVW ISHARES TR $3,302.36万4.58%240,119 -8,653-3.5% -$119.00万 减仓
CORO BLACKROCK ETF TRUST $3,459.18万4.80%945,130 -1,037-0.1% -$3.80万 减仓
SPYM SPDR SERIES TRUST $8,750.35万12.14%995,716 310,05145.2% $2,724.73万 加仓