Ally Invest Advisors Inc.
CIK 1706013 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $1.7B
- 持仓
- 75
- 截至
- 2026年6月30日
按 13F 价值排名第 1728（共 9443） · 前 18.3%
投资组合价值同比（季度）：+11.5% 13F不披露现金
- 前十大持仓权重
- 84.29%
- 前二十五大持仓权重
- 96.96%
- 持仓高于 1%
- 15
- 有效持仓数量
- 8.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.14% 估计买入 $30592775 · 卖出 $2162667
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 96.2% 仍持有
- 新仓位
- 0
- 增加
- 54
- 减少
- 21
- 已结清
- 1
本页内容
行业细分
其他/未映射
100.0%
完整投资组合 75 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $384481247 | 23.22% | 513402 | $50471168 | 上涨 ×6 | ||
| VEA | $325343391 | 19.64% | 4566227 | $33309316 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $128931147 | 7.79% | 2662224 | $6890523 | 上涨 ×6 | ||
| IJH | $113181176 | 6.83% | 1467792 | $14574597 | 上涨 ×6 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $106352684 | 6.42% | 1124596 | $4217208 | 上涨 ×6 | ||
| VWO | $85333591 | 5.15% | 1429618 | $8716022 | 上涨 ×6 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $71179921 | 4.30% | 1520621 | $2997647 | 上涨 ×6 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $62811086 | 3.79% | 1181331 | $2699470 | 上涨 ×6 | ||
| IJR | $60914390 | 3.68% | 410725 | $9689569 | 下跌 ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $57360944 | 3.46% | 350467 | $8118155 | 上涨 ×5 | ||
| SCHV | $34047305 | 2.06% | 978090 | $4632170 | 上涨 ×6 | ||
| SCHG | $31625549 | 1.91% | 934561 | $4901931 | 上涨 ×2 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $30618439 | 1.85% | 297816 | $2873129 | 上涨 ×4 | ||
| MUB | $27597058 | 1.67% | 256431 | $1388828 | 上涨 ×6 | ||
| AGG | $22455385 | 1.36% | 226868 | $1287438 | 上涨 ×6 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $9245223 | 0.56% | 169049 | $1354594 | 下跌 ×1 | ||
| VOT | $9069264 | 0.55% | 29609 | $1662545 | 上涨 ×4 | ||
| VOE | $8844223 | 0.53% | 44758 | $799024 | 上涨 ×4 | ||
| ESML | $8068165 | 0.49% | 144256 | $1268863 | 下跌 ×1 | ||
| VYM | $5639919 | 0.34% | 35689 | $608665 | 上涨 ×6 | ||
| VBK | $5027267 | 0.30% | 13747 | $928376 | 上涨 ×6 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $4880935 | 0.29% | 93130 | $298844 | 上涨 ×6 | ||
| VBR | $4671827 | 0.28% | 19226 | $589936 | 上涨 ×6 | ||
| XLK XLK | $4235038 | 0.26% | 22229 | $455583 | 下跌 ×2 | ||
| VYMI Vanguard International High Dividend Yield ETF | $3906948 | 0.24% | 39786 | $327452 | 上涨 ×1 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $3651215 | 0.22% | 52573 | $804876 | 上涨 ×2 | ||
| VTI | $3173337 | 0.19% | 8576 | $614050 | 上涨 ×4 | ||
| BSV | $3048587 | 0.18% | 39130 | $197573 | 上涨 ×6 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $3002897 | 0.18% | 31138 | $216517 | 上涨 ×6 | ||
| SUB | $2797120 | 0.17% | 26271 | $191448 | 上涨 ×6 | ||
| EAGG | $2144826 | 0.13% | 45240 | $30916 | 上涨 ×4 | ||
| SPIB | $1985455 | 0.12% | 59338 | $139283 | 上涨 ×6 | ||
| VUG | $1959606 | 0.12% | 22749 | $225013 | 上涨 ×1 | ||
| SCHD | $1783071 | 0.11% | 56231 | $217364 | 上涨 ×4 | ||
| XLV XLV | $1368768 | 0.08% | 8627 | $161955 | 上涨 ×1 | ||
| XLF XLF | $1279573 | 0.08% | 23868 | $177484 | 上涨 ×2 | ||
| VTV | $1266997 | 0.08% | 5814 | $109518 | 下跌 ×2 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $1131344 | 0.07% | 13373 | $187470 | 上涨 ×2 | ||
| XT iShares Future Exponential Technologies ETF | $1097590 | 0.07% | 13283 | $160009 | 下跌 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $1092406 | 0.07% | 11446 | $170271 | 上涨 ×5 | ||
| XLY XLY | $1009476 | 0.06% | 8607 | $86495 | 上涨 ×1 | ||
| IEFA | $1004141 | 0.06% | 10397 | $44670 | 下跌 ×4 | ||
| SPLB | $997839 | 0.06% | 44547 | $94430 | 上涨 ×6 | ||
| CRBN | $991199 | 0.06% | 3918 | $113682 | 下跌 ×1 | ||
| PZA | $925725 | 0.06% | 39359 | $75177 | 上涨 ×6 | ||
| XLI XLI | $863505 | 0.05% | 4662 | $77851 | 下跌 ×3 | ||
| XLC XLC | $837508 | 0.05% | 7818 | $-21878 | 上涨 ×1 | ||
| SPYX | $793533 | 0.05% | 12987 | $99731 | 下跌 ×1 | ||
| BOTZ Global X Robotics & Artificial Intelligence ETF | $742126 | 0.04% | 19561 | $78594 | 下跌 ×1 | ||
| SKYY First Trust Cloud Computing ETF | $736325 | 0.04% | 5472 | $21708 | 下跌 ×1 | ||
| EUSB | $720556 | 0.04% | 16584 | $40693 | 上涨 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $656238 | 0.04% | 7676 | $111227 | 上涨 ×4 | ||
| EMXF iShares ESG Advanced MSCI EM ETF | $608281 | 0.04% | 10498 | $115143 | 上涨 ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $599134 | 0.04% | 23975 | $21659 | 上涨 ×4 | ||
| XLP XLP | $585989 | 0.04% | 7054 | $13635 | 上涨 ×5 | ||
| IEMG | $585169 | 0.04% | 7064 | $46499 | 下跌 ×4 | ||
| ESGV | $499451 | 0.03% | 3777 | $57159 | 下跌 ×1 | ||
| IJK | $486486 | 0.03% | 4140 | $67856 | 下跌 ×1 | ||
| IJJ | $485876 | 0.03% | 3289 | $51868 | 上涨 ×1 | ||
| ONEY | $451568 | 0.03% | 3525 | $70976 | 上涨 ×4 | ||
| DES | $439637 | 0.03% | 10807 | $88824 | 上涨 ×4 | ||
| DEM | $427178 | 0.03% | 7942 | $69416 | 上涨 ×4 | ||
| LCTU | $404308 | 0.02% | 5044 | $58617 | 上涨 ×2 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $398466 | 0.02% | 4435 | $78941 | 下跌 ×1 | ||
| XAR | $389437 | 0.02% | 1372 | $57382 | 上涨 ×1 | ||
| XLE XLE | $370853 | 0.02% | 6983 | $-22904 | 上涨 ×1 | ||
| JMSI | $311945 | 0.02% | 6184 | $27142 | 上涨 ×1 | ||
| IBB IBB | $298724 | 0.02% | 1571 | $16601 | 下跌 ×3 | ||
| VGT | $298449 | 0.02% | 2497 | $69278 | 上涨 ×2 | ||
| XLU XLU | $290552 | 0.02% | 6408 | $904 | 上涨 ×1 | ||
| XLB XLB | $289454 | 0.02% | 5695 | $-5405 | 下跌 ×2 | ||
| XLRE XLRE | $288415 | 0.02% | 6550 | $16920 | 下跌 ×1 | ||
| VO | $275973 | 0.02% | 3425 | $34434 | 上涨 ×1 | ||
| SBIO | $231522 | 0.01% | 3581 | $10457 | 下跌 ×4 | ||
| IDNA | $231241 | 0.01% | 6852 | $16978 | 下跌 ×3 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IVV | $384481247 | 23.22% | 上涨 ×6 |
| BNDX | $128931147 | 7.79% | 上涨 ×6 |
| IJH | $113181176 | 6.83% | 上涨 ×6 |
| IEF | $106352684 | 6.42% | 上涨 ×6 |
| VWO | $85333591 | 5.15% | 上涨 ×6 |
| VMBS | $71179921 | 4.30% | 上涨 ×6 |
| IGIB | $62811086 | 3.79% | 上涨 ×6 |
| ESGU | $57360944 | 3.46% | 上涨 ×5 |
| SCHV | $34047305 | 2.06% | 上涨 ×6 |
| ESGD | $30618439 | 1.85% | 上涨 ×4 |
| MUB | $27597058 | 1.67% | 上涨 ×6 |
| AGG | $22455385 | 1.36% | 上涨 ×6 |
| VOT | $9069264 | 0.55% | 上涨 ×4 |
| VOE | $8844223 | 0.53% | 上涨 ×4 |
| VYM | $5639919 | 0.34% | 上涨 ×6 |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。