Advisortrust Partners, LLC 13F 持仓 · 2026年Q2
Advisortrust Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 199 只证券，申报市值合计 2.92 亿美元。前几大持仓：SPY（5.44%）、AVGO（4.80%）、TSM（3.85%）。本季前 25 大持仓中：新建仓 3 只、增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $15.9M | 5.44% | 21,304 | 增持 |
| 2 | AVGO | BROADCOM INC | $14.0M | 4.80% | 37,114 | 减持 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.3M | 3.85% | 23,570 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $10.4M | 3.57% | 14,173 | 减持 |
| 5 | JPM | JPMORGAN CHASE & CO | $9.6M | 3.30% | 29,465 | 增持 |
| 6 | AAPL | APPLE INC | $9.0M | 3.09% | 31,269 | 增持 |
| 7 | EEM | ISHARES TR | $8.6M | 2.93% | 125,124 | 减持 |
| 8 | IYZ | ISHARES TR | $8.5M | 2.92% | 201,487 | 减持 |
| 9 | WMT | WALMART INC | $8.2M | 2.79% | 72,018 | 增持 |
| 10 | JNJ | JOHNSON & JOHNSON | $6.5M | 2.22% | 25,546 | 增持 |
| 11 | PNC | PNC FINL SVCS GROUP INC | $6.5M | 2.22% | 26,405 | 增持 |
| 12 | VFMF | VANGUARD WELLINGTON FD | $6.0M | 2.06% | 34,070 | 增持 |
| 13 | MRK | MERCK & CO INC | $5.5M | 1.88% | 42,883 | 增持 |
| 14 | AZN | ASTRAZENECA PLC | $5.4M | 1.83% | 28,284 | 增持 |
| 15 | FDMO | FIDELITY COVINGTON TRUST | $5.1M | 1.75% | 51,975 | 新建仓 |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $5.1M | 1.74% | 61,850 | 新建仓 |
| 17 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $5.0M | 1.73% | 67,359 | 增持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $5.0M | 1.73% | 159,070 | 增持 |
| 19 | DFLV | DIMENSIONAL ETF TRUST | $5.0M | 1.71% | 126,678 | 新建仓 |
| 20 | IYF | ISHARES TR | $4.9M | 1.69% | 38,800 | 增持 |
| 21 | EMR | EMERSON ELEC CO | $4.7M | 1.61% | 32,850 | 增持 |
| 22 | RY | ROYAL BK CDA | $4.6M | 1.58% | 22,270 | 增持 |
| 23 | PLD | PROLOGIS INC. | $4.2M | 1.44% | 30,976 | 增持 |
| 24 | NXPI | NXP SEMICONDUCTORS N V | $3.9M | 1.33% | 13,862 | 增持 |
| 25 | QCOM | QUALCOMM INC | $3.8M | 1.29% | 20,330 | 增持 |
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