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本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR

Better Way Financial, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Better Way Financial, LLC (CIK 1817720) reported $118.2M across 9 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($47.9M, 40.55%), QQQ ($31.3M, 26.47%), DIA ($23.4M, 19.77%), XLF ($5.7M, 4.84%), GLD ($4.8M, 4.06%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYMSPDR Portfolio S&P 500 ETF$47.9M40.55%545,492New
2QQQInvesco QQQ Trust Series 1$31.3M26.47%42,491New
3DIASPDR Dow Jones Industrial Average ETF Trust$23.4M19.77%44,732New
4XLFFinancial Select Sector SPDR Fund$5.7M4.84%106,623New
5GLDSPDR Gold Shares$4.8M4.06%13,013New
6IBITiShares Bitcoin Trust ETF$4.1M3.51%124,545New
7UNHUnitedHealth Group Inc$590,5920.50%1,420New
8LXFRLuxfer Holdings PLC$201,2830.17%11,157New
9AGNCAGNC Investment Corp$161,0140.14%14,772New

来源:SEC 13F 申报文件 · 截至 2026-06-30