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
XML Financial, LLC (CIK 1800465) reported $1.37B across 447 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHG ($57.0M, 4.14%), DGRO ($44.4M, 3.23%), SCHV ($43.6M, 3.17%), VGT ($35.0M, 2.55%), IWF ($34.9M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $57.0M | 4.14% | 1.7M | Added |
| 2 | DGRO | ISHARES TR | $44.4M | 3.23% | 585,875 | Added |
| 3 | SCHV | SCHWAB STRATEGIC TR | $43.6M | 3.17% | 1.3M | Added |
| 4 | VGT | VANGUARD WORLD FD | $35.0M | 2.55% | 292,783 | Added |
| 5 | IWF | ISHARES TR | $34.9M | 2.54% | 281,379 | Added |
| 6 | AAPL | APPLE INC | $33.6M | 2.44% | 115,961 | Added |
| 7 | IWB | ISHARES TR | $33.6M | 2.44% | 81,941 | Trimmed |
| 8 | IVV | ISHARES TR | $28.0M | 2.04% | 37,445 | Added |
| 9 | IWR | ISHARES TR | $25.8M | 1.88% | 233,838 | Trimmed |
| 10 | BSV | VANGUARD BD INDEX FDS | $24.7M | 1.80% | 317,267 | Added |
| 11 | MSFT | MICROSOFT CORP | $21.6M | 1.57% | 57,808 | Added |
| 12 | PTY | PIMCO CORPORATE & INCOME OPP | $21.1M | 1.54% | 1.8M | Added |
| 13 | CWB | SPDR SERIES TRUST | $19.6M | 1.42% | 181,451 | Trimmed |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $18.1M | 1.31% | 36,078 | Added |
| 15 | CORP | PIMCO ETF TR | $17.7M | 1.29% | 182,658 | Trimmed |
| 16 | GLD | SPDR GOLD TR | $15.7M | 1.14% | 42,489 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $15.4M | 1.12% | 60,680 | Trimmed |
| 18 | GSLC | GOLDMAN SACHS ETF TR | $14.8M | 1.08% | 104,365 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $14.9M | 1.08% | 74,279 | Added |
| 20 | IYF | ISHARES TR | $14.5M | 1.06% | 113,768 | Added |
| 21 | CSCO | CISCO SYS INC | $14.3M | 1.04% | 121,978 | Trimmed |
| 22 | SPTM | SPDR SERIES TRUST | $14.1M | 1.03% | 155,578 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $13.0M | 0.95% | 36,391 | Added |
| 24 | COWZ | PACER FDS TR | $13.0M | 0.94% | 208,239 | Added |
| 25 | IWM | ISHARES TR | $12.9M | 0.94% | 43,054 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30