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
Royal Harbor Partners, LLC (CIK 1801876) reported $322.7M across 56 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CGDV ($30.6M, 9.49%), DFUS ($29.4M, 9.12%), DYNF ($26.0M, 8.05%), JCPB ($19.6M, 6.07%), JBND ($19.0M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $30.6M | 9.49% | 621,622 | Trimmed |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $29.4M | 9.12% | 359,212 | Added |
| 3 | DYNF | BLACKROCK ETF TRUST | $26.0M | 8.05% | 382,096 | Trimmed |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $19.6M | 6.07% | 417,593 | Trimmed |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | $19.0M | 5.89% | 355,465 | Added |
| 6 | CGCB | CAPITAL GRP FIXED INCM ETF T | $18.7M | 5.78% | 712,718 | Added |
| 7 | IEFA | ISHARES TR | $17.2M | 5.34% | 178,466 | Trimmed |
| 8 | GSY | INVESCO ACTIVELY MANAGED EXC | $14.6M | 4.53% | 291,595 | Added |
| 9 | SPTM | SPDR SERIES TRUST | $14.2M | 4.41% | 156,855 | Trimmed |
| 10 | DFAW | DIMENSIONAL ETF TRUST | $10.2M | 3.16% | 123,069 | Trimmed |
| 11 | VTEB | VANGUARD MUN BD FDS | $10.1M | 3.13% | 199,885 | New |
| 12 | BINC | BLACKROCK ETF TRUST II | $10.1M | 3.12% | 192,400 | Trimmed |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $9.5M | 2.95% | 206,758 | Added |
| 14 | GSLC | GOLDMAN SACHS ETF TR | $6.0M | 1.85% | 42,081 | Trimmed |
| 15 | CGIC | CAPITAL GROUP INTERNATIONAL | $5.9M | 1.82% | 161,639 | Added |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $5.9M | 1.82% | 27,535 | Added |
| 17 | CGMM | CAPITAL GROUP EQUITY ETF TR | $5.8M | 1.80% | 175,902 | Added |
| 18 | AAPL | APPLE INC | $5.2M | 1.62% | 18,088 | Trimmed |
| 19 | GLDM | WORLD GOLD TR | $5.1M | 1.58% | 64,341 | Added |
| 20 | MSFT | MICROSOFT CORP | $5.1M | 1.58% | 13,682 | Trimmed |
| 21 | STIP | ISHARES TR | $4.7M | 1.46% | 46,041 | Added |
| 22 | GOOGL | ALPHABET INC | $4.4M | 1.35% | 12,221 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.26% | 12,410 | Added |
| 24 | DFSV | DIMENSIONAL ETF TRUST | $3.8M | 1.18% | 98,041 | Added |
| 25 | UTES | ETFIS SER TR I | $3.8M | 1.18% | 46,604 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30