Advisory Advocates, LLC 13F 持仓 · 2026年Q2

Advisory Advocates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 188 只证券，申报市值合计 1.17 亿美元。前几大持仓：VOO（3.46%）、SDVD（3.09%）、STK（2.51%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。

排名	代码	公司	市值	占组合	股数	变动
1	VOO	VANGUARD INDEX FDS	$4.0M	3.46%	5,877	增持
2	SDVD	FIRST TR EXCHANGE-TRADED FD	$3.6M	3.09%	156,166	增持
3	STK	COLUMBIA SELIGM PREM TECH GR	$2.9M	2.51%	54,394	增持
4	RDVI	FIRST TR EXCHANGE-TRADED FD	$2.5M	2.15%	85,403	增持
5	SPXX	NUVEEN S&P 500 DYNAMIC OVERW	$2.5M	2.15%	134,599	减持
6	ADX	ADAMS DIVERSIFIED EQUITY FD	$2.2M	1.87%	85,508	增持
7	UTF	COHEN & STEERS INFRASTRUCTUR	$2.2M	1.85%	78,340	增持
8	VGT	VANGUARD WORLD FD	$2.0M	1.70%	16,614	增持
9	ETV	EATON VANCE TAX-MANAGED BUY-	$1.8M	1.57%	123,408	增持
10	AAPL	APPLE INC	$1.8M	1.55%	6,255	减持
11	JEPQ	J P MORGAN EXCHANGE TRADED F	$1.8M	1.54%	29,178	减持
12	FRTY	THE ALGER ETF TRUST	$1.7M	1.47%	68,973	增持
13	RVT	ROYCE SMALL CAP TRUST INC	$1.7M	1.44%	90,631	增持
14	GOOGL	ALPHABET INC	$1.7M	1.42%	4,638	减持
15	MSFT	MICROSOFT CORP	$1.5M	1.27%	3,984	减持
16	AMZN	AMAZON COM INC	$1.5M	1.24%	6,088	减持
17	MU	MICRON TECHNOLOGY INC	$1.4M	1.19%	1,201	新建仓
18	ASGI	ABRDN GLOBAL INFRA INCOME FU	$1.3M	1.13%	56,471	增持
19	AOD	ABRDN TOTAL DYNAMIC DIVIDEND	$1.3M	1.11%	125,935	增持
20	BTO	HANCOCK JOHN FINL OPPTYS	$1.2M	1.04%	30,800	增持
21	STEW	SRH TOTAL RETURN FUND INC	$1.1M	0.95%	61,910	增持
22	PYLD	PIMCO ETF TR	$1.0M	0.89%	38,939	增持
23	IEFA	ISHARES TR	$1.0M	0.88%	10,685	增持
24	MNST	MONSTER BEVERAGE CORP NEW	$1.0M	0.87%	10,548	减持
25	TFLO	ISHARES TR	$952,641	0.82%	18,816	减持

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