American Financial Advisors, LLC
CIK 1767898 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $831.1M
- 持仓
- 169
- 截至
- 2026年6月30日
按 13F 价值排名第 2760（共 9443） · 前 29.2%
投资组合价值同比（季度）：+10.9% 13F不披露现金
- 前十大持仓权重
- 52.28%
- 前二十五大持仓权重
- 80.86%
- 持仓高于 1%
- 26
- 有效持仓数量
- 26.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 6.0% 估计买入 $59402990 · 卖出 $47428981
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 87.1% 仍持有
- 新仓位
- 17
- 增加
- 48
- 减少
- 88
- 已结清
- 7
本页内容
行业细分
Technology
2.6%
Healthcare
2.1%
Industrials
2.0%
Retail
1.0%
Communication Services
1.0%
Consumer Discretionary
0.5%
Real Estate
0.3%
Materials
0.2%
Consumer Staples
0.2%
Communications
0.1%
Energy
0.1%
Financials
0.1%
Financial Services
0.1%
Utilities
0.0%
Telecommunication
0.0%
Consumer products
0.0%
其他/未映射
89.7%
完整投资组合 169 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $88391819 | 10.64% | 120032 | $14564023 | 下跌 ×3 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $43642893 | 5.25% | 467369 | $3550530 | 上涨 ×1 | ||
| IWB | $43344599 | 5.22% | 105848 | $4719269 | 下跌 ×6 | ||
| VBK | $41769020 | 5.03% | 114217 | $6190486 | 下跌 ×6 | ||
| BRKB | $41074046 | 4.94% | 82084 | $3205234 | 上涨 ×1 | ||
| VIG | $40152876 | 4.83% | 169693 | $2930991 | 下跌 ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $36068154 | 4.34% | 436396 | $1677194 | 上涨 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $35580596 | 4.28% | 450216 | $1398673 | 上涨 ×4 | ||
| FTCS First Trust Capital Strength ETF | $34978455 | 4.21% | 372428 | $1498502 | 上涨 ×1 | ||
| SCHD | $29503605 | 3.55% | 930420 | $-12686128 | 下跌 ×2 | ||
| VO | $27497614 | 3.31% | 341288 | $3670897 | 上涨 ×1 | ||
| XLV XLV | $26045934 | 3.13% | 164162 | $2515056 | 上涨 ×1 | ||
| CGCB | $18362278 | 2.21% | 701386 | $203362 | 上涨 ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $17799676 | 2.14% | 198104 | $5239135 | 下跌 ×1 | ||
| SLYV | $17609807 | 2.12% | 161395 | $-6007509 | 下跌 ×3 | ||
| LMBS First Trust Low Duration Opportunities ETF | $17017805 | 2.05% | 341860 | $-105070 | 下跌 ×2 | ||
| LLY Eli Lilly and Company Common Stock | $14993654 | 1.80% | 12501 | $3321394 | 下跌 ×1 | ||
| IJH | $14971969 | 1.80% | 194164 | $1149311 | 下跌 ×4 | ||
| SCHA | $13548316 | 1.63% | 374988 | $2216751 | 下跌 ×2 | ||
| JPIE | $13199484 | 1.59% | 286634 | $1162203 | 上涨 ×4 | ||
| GRNJ | $12545724 | 1.51% | 399037 | 上涨 ×1 | |||
| DAL Delta Air Lines, Inc. Common Stock | $12091882 | 1.45% | 129104 | $3299542 | 下跌 ×2 | ||
| GRNY | $10646162 | 1.28% | 385033 | 上涨 ×1 | |||
| XLRE XLRE | $10618009 | 1.28% | 241154 | $871192 | 上涨 ×1 | ||
| JPST | $10539449 | 1.27% | 208413 | $-267942 | 下跌 ×1 | ||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $9178725 | 1.10% | 313910 | $-5001482 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $8185710 | 0.98% | 28289 | $691977 | 下跌 ×6 | ||
| VTI | $6193719 | 0.75% | 16738 | $777909 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5749118 | 0.69% | 24121 | $538932 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5489130 | 0.66% | 15360 | $993215 | 下跌 ×2 | ||
| IVV | $4446820 | 0.54% | 5938 | $463027 | 下跌 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $3952538 | 0.48% | 19754 | $285519 | 下跌 ×2 | ||
| XBI XBI | $3903136 | 0.47% | 24664 | $330234 | 下跌 ×6 | ||
| VWO | $3290529 | 0.40% | 55127 | $284085 | 下跌 ×4 | ||
| EFA | $3256393 | 0.39% | 31348 | $144963 | 下跌 ×4 | ||
| SPYM | $3237457 | 0.39% | 36840 | $411653 | 下跌 ×1 | ||
| XAR | $2838737 | 0.34% | 10003 | $148324 | 下跌 ×6 | ||
| SCHF | $2819224 | 0.34% | 101777 | $215613 | 下跌 ×1 | ||
| SCHX | $2482435 | 0.30% | 84350 | $239588 | 下跌 ×1 | ||
| SPSM | $2411935 | 0.29% | 41823 | $418062 | 上涨 ×6 | ||
| DFAC | $2337099 | 0.28% | 52685 | $294776 | 上涨 ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $2306484 | 0.28% | 6540 | $134119 | 下跌 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $2220949 | 0.27% | 27399 | $331635 | 下跌 ×1 | ||
| WELL Welltower Inc. Common Stock | $2177655 | 0.26% | 9594 | $229992 | 下跌 ×6 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $2102095 | 0.25% | 25551 | $-333932 | 下跌 ×6 | ||
| QQQM Invesco NASDAQ 100 ETF | $2041859 | 0.25% | 6739 | $479120 | 上涨 ×1 | ||
| RSPT | $2040844 | 0.25% | 31641 | $391933 | 下跌 ×3 | ||
| SPY SPY | $2020974 | 0.24% | 2706 | $261233 | |||
| SMH SMH | $1922457 | 0.23% | 2931 | $780858 | 下跌 ×2 | ||
| SCCO Southern Copper Corporation Common Stock | $1856194 | 0.22% | 10652 | $43582 | 上涨 ×3 | ||
| IWN | $1707923 | 0.21% | 7721 | $122175 | 下跌 ×4 | ||
| JQUA | $1671742 | 0.20% | 23129 | $226704 | 下跌 ×1 | ||
| IWD | $1636986 | 0.20% | 6752 | $187936 | 下跌 ×1 | ||
| CGMU | $1597936 | 0.19% | 58170 | $31226 | 上涨 ×6 | ||
| RWR | $1551890 | 0.19% | 13737 | $104387 | 下跌 ×6 | ||
| FIXD First Trust Smith Opportunistic Fixed Income ETF | $1544111 | 0.19% | 35407 | $-165743 | 下跌 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1537634 | 0.19% | 2730 | $-37534 | 下跌 ×2 | ||
| GE GE Aerospace Common Stock | $1475162 | 0.18% | 3947 | $246217 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1466146 | 0.18% | 3930 | $-76363 | 下跌 ×2 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $1415096 | 0.17% | 5124 | $915950 | 上涨 ×1 | ||
| DNP DNP Select Income Fund, Inc. Common Stock | $1349770 | 0.16% | 125094 | $-66551 | 下跌 ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $1252547 | 0.15% | 2978 | $108300 | 下跌 ×4 | ||
| VBR | $1206573 | 0.15% | 4966 | $187802 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1152726 | 0.14% | 14184 | $75898 | 上涨 ×1 | ||
| CGIE | $1115684 | 0.13% | 30334 | $89789 | |||
| IVW | $1109235 | 0.13% | 8065 | $190460 | 下跌 ×4 | ||
| XLF XLF | $1102311 | 0.13% | 20562 | $79465 | 下跌 ×2 | ||
| TCAF | $1091731 | 0.13% | 26563 | $128566 | 下跌 ×2 | ||
| VNQ | $1085318 | 0.13% | 11255 | $78173 | 下跌 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1080994 | 0.13% | 920 | $202779 | 下跌 ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $1079067 | 0.13% | 3622 | $720222 | 下跌 ×1 | ||
| 未知发行人 (CUSIP: 84615Q103) | $1072318 | 0.13% | 6276 | 上涨 ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $1067780 | 0.13% | 925 | $755283 | |||
| CGGO | $1060237 | 0.13% | 25047 | $220286 | 下跌 ×1 | ||
| IWM | $1029508 | 0.12% | 3427 | $156503 | 下跌 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1029003 | 0.12% | 2912 | $153805 | 下跌 ×1 | ||
| EFV | $952993 | 0.11% | 12449 | $38373 | 上涨 ×1 | ||
| XLK XLK | $946531 | 0.11% | 4968 | $279199 | 下跌 ×2 | ||
| UPRO | $844701 | 0.10% | 5957 | $266952 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $794750 | 0.10% | 6766 | $271238 | 上涨 ×6 | ||
| JNJ Johnson & Johnson Common Stock | $787635 | 0.09% | 3101 | $32842 | 上涨 ×2 | ||
| SCHP | $782488 | 0.09% | 29528 | $-72262 | 下跌 ×6 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $724170 | 0.09% | 7509 | $-150289 | 下跌 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $713437 | 0.09% | 8345 | $93064 | 上涨 ×4 | ||
| SCHG | $698560 | 0.08% | 20643 | $80291 | 下跌 ×1 | ||
| LQTI | $686134 | 0.08% | 35533 | $-51551 | 下跌 ×5 | ||
| DFUV | $665326 | 0.08% | 12095 | $76141 | 下跌 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $660880 | 0.08% | 866 | $322784 | |||
| XLI XLI | $618332 | 0.07% | 3338 | $79383 | 上涨 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $614554 | 0.07% | 4495 | $180621 | 上涨 ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $611850 | 0.07% | 846 | $322605 | |||
| JPM JP Morgan Chase & Co. Common Stock | $603547 | 0.07% | 1844 | $63710 | 上涨 ×5 | ||
| REZ | $583903 | 0.07% | 6167 | $72497 | 上涨 ×1 | ||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $579964 | 0.07% | 1826 | $68660 | 下跌 ×2 | ||
| TIP | $571857 | 0.07% | 5226 | $-19031 | 下跌 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $549180 | 0.07% | 1454 | $99279 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $543732 | 0.07% | 936 | $296361 | 下跌 ×3 | ||
| CRMD CorMedix Inc. - Common Stock | $506537 | 0.06% | 64527 | $66836 | 下跌 ×1 | ||
| FBT | $494835 | 0.06% | 1996 | $90547 | 下跌 ×1 | ||
| DFAX | $450639 | 0.05% | 12232 | $39404 | 上涨 ×4 | ||
| 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 |
|---|---|---|---|
| VCSH | $35580596 | 4.28% | 上涨 ×4 |
| JPIE | $13199484 | 1.59% | 上涨 ×4 |
| SPSM | $2411935 | 0.29% | 上涨 ×6 |
| DFAC | $2337099 | 0.28% | 上涨 ×4 |
| SCCO | $1856194 | 0.22% | 上涨 ×3 |
| CGMU | $1597936 | 0.19% | 上涨 ×6 |
| CSCO | $794750 | 0.10% | 上涨 ×6 |
| VXUS | $713437 | 0.09% | 上涨 ×4 |
| JPM | $603547 | 0.07% | 上涨 ×5 |
| DFAX | $450639 | 0.05% | 上涨 ×4 |
| SO | $395046 | 0.05% | 上涨 ×5 |
| IXUS | $371215 | 0.04% | 上涨 ×6 |
| DFAS | $345039 | 0.04% | 上涨 ×5 |
| AFL | $330131 | 0.04% | 上涨 ×6 |
| AMGN | $298382 | 0.04% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| GRNJ | $12545724 | 399037 | 1.51% |
| GRNY | $10646162 | 385033 | 1.28% |
| 未知发行人 (CUSIP: 84615Q103) | $1072318 | 6276 | 0.13% |
| INTC | $383738 | 2748 | 0.05% |
| 未知发行人 (CUSIP: G2004J103) | $354421 | 12405 | 0.04% |
| SOXX | $344731 | 538 | 0.04% |
| DDOG | $329096 | 1264 | 0.04% |
| IBIT | $299977 | 9011 | 0.04% |
| XT | $263662 | 3191 | 0.03% |
| VRT | $240535 | 718 | 0.03% |
| IWF | $232496 | 1872 | 0.03% |
| IVES | $231648 | 6080 | 0.03% |
| QCOM | $229300 | 1241 | 0.03% |
| MTZ | $228833 | 550 | 0.03% |
| CGXU | $223380 | 6452 | 0.03% |
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。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| RSP | 2025年9月30日 | 5912 | $1074524 | 不再跟踪 |
| IEMG | 2025年9月30日 | 7721 | $463497 | 不再跟踪 |
| XMMO | 2025年9月30日 | 3448 | $443517 | 不再跟踪 |
| FTSM | 2025年12月31日 | 5784 | $346529 | |
| CCL | 2026年6月30日 | 12399 | $320895 | -10.1% |
| VGIT | 2025年9月30日 | 5026 | $300623 | |
| MRVL | 2025年3月31日 | 2259 | $249540 | 300.1% |
| IJS | 2025年9月30日 | 2419 | $240715 | 不再跟踪 |
| XLE | 2025年9月30日 | 2809 | $238228 | 不再跟踪 |
| MRK | 2026年6月30日 | 1970 | $236945 | 18.0% |
| AMD | 2025年3月31日 | 1947 | $235179 | 358.2% |
| TTD | 2025年3月31日 | 2000 | $235060 | -75.8% |
| BABA | 2026年6月30日 | 1867 | $234203 | 27.3% |
| IBIT | 2026年3月31日 | 4639 | $230327 | |
| AXP | 2025年3月31日 | 771 | $228722 | 24.6% |
| VGT | 2025年3月31日 | 363 | $225482 | 不再跟踪 |
| SBUX | 2025年9月30日 | 2439 | $223525 | 22.5% |
| IWF | 2026年3月31日 | 468 | $221682 | 不再跟踪 |
| RACE | 2025年12月31日 | 455 | $220776 | 17.0% |
| DDOG | 2025年3月31日 | 1526 | $218051 | 131.7% |
| ET | 2025年6月30日 | 11649 | $216563 | 17.2% |
| MA | 2026年3月31日 | 376 | $214500 | 15.1% |
| FEMS | 2026年6月30日 | 4675 | $212957 | |
| QCOM | 2026年3月31日 | 1230 | $210329 | 25.0% |
| XLE | 2026年6月30日 | 3431 | $210207 | 不再跟踪 |
| ADP | 2025年12月31日 | 711 | $208723 | 8.5% |
| XT | 2026年3月31日 | 2971 | $207173 | |
| DDOG | 2025年12月31日 | 1454 | $207050 | 69.0% |
| SHOP | 2026年3月31日 | 1279 | $205881 | 22.9% |
| FLOT | 2025年3月31日 | 4000 | $203520 | 不再跟踪 |
| CVX | 2025年6月30日 | 1210 | $202446 | 44.3% |
| IWV | 2026年6月30日 | 545 | $201971 | 不再跟踪 |
| XT | 2025年9月30日 | 3092 | $201749 | |
| YALL | 2026年6月30日 | 4816 | $201592 | 不再跟踪 |
| XHB | 2026年3月31日 | 1957 | $201458 | 不再跟踪 |
| WY | 2025年9月30日 | 7840 | $201421 | -0.4% |
| AMRNXXXX | 2025年3月31日 | 92382 | $44806 | 不再跟踪 |
| UP | 2025年12月31日 | 10000 | $18400 | 648.5% |