AdviceOne Advisory Services, LLC 13F 持仓 · 2026年Q2
AdviceOne Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 1.77 亿美元。前几大持仓：RTX（65.08%）、CARR（9.55%）、OTIS（5.67%）。本季前 25 大持仓中：增持 13 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RTX | RTX CORPORATION | $115.2M | 65.08% | 607,171 | 增持 |
| 2 | CARR | CARRIER GLOBAL CORPORATION | $16.9M | 9.55% | 230,386 | 减持 |
| 3 | OTIS | OTIS WORLDWIDE CORP | $10.0M | 5.67% | 140,247 | 减持 |
| 4 | TSLA | TESLA INC | $7.7M | 4.34% | 18,256 | 增持 |
| 5 | AAPL | APPLE INC | $4.2M | 2.39% | 14,638 | 增持 |
| 6 | LECO | LINCOLN ELEC HLDGS INC | $2.5M | 1.41% | 9,389 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $2.3M | 1.30% | 11,539 | 增持 |
| 8 | SWIM | LATHAM GROUP INC | $1.2M | 0.67% | 184,148 | 持平 |
| 9 | GE | GE AEROSPACE | $1.1M | 0.64% | 3,024 | 增持 |
| 10 | GEV | GE VERNOVA INC | $932,541 | 0.53% | 794 | 增持 |
| 11 | GOOGL | ALPHABET INC | $936,412 | 0.53% | 2,620 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $878,576 | 0.50% | 2,355 | 增持 |
| 13 | XOM | EXXON MOBIL CORP | $813,390 | 0.46% | 5,949 | 减持 |
| 14 | BNY | BANK OF NY MELLON CORP | $666,023 | 0.38% | 4,606 | 持平 |
| 15 | IVV | ISHARES TR | $640,301 | 0.36% | 855 | 减持 |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $593,109 | 0.34% | 1,021 | 持平 |
| 17 | ASML | ASML HLDG NV | $590,864 | 0.33% | 297 | 增持 |
| 18 | AMZN | AMAZON COM INC | $523,156 | 0.30% | 2,195 | 增持 |
| 19 | GD | GENERAL DYNAMICS CORP | $525,568 | 0.30% | 1,484 | 增持 |
| 20 | TSEM | TOWER SEMICONDUCTOR LTD | $521,280 | 0.29% | 2,000 | 持平 |
| 21 | JNJ | JOHNSON & JOHNSON | $502,619 | 0.28% | 1,979 | 增持 |
| 22 | LLY | ELI LILLY & CO | $500,458 | 0.28% | 417 | 持平 |
| 23 | META | META PLATFORMS INC | $478,904 | 0.27% | 850 | 增持 |
| 24 | HIG | HARTFORD INSURANCE GROUP INC | $456,664 | 0.26% | 3,446 | 持平 |
| 25 | SO | SOUTHERN CO | $468,979 | 0.26% | 4,900 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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