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Advisory Solutions Group, LLC 13F 持仓 · 2026年Q2

Advisory Solutions Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 202 只证券,申报市值合计 2.95 亿美元。前几大持仓:SPY(8.56%)、XLK(4.68%)、VNQ(3.67%)。本季前 25 大持仓中:新建仓 25 只。

排名代码公司市值占组合股数变动
1SPYSTATE STR SPDR S&P 500 ETF T$25.2M8.56%33,772新建仓
2XLKSELECT SECTOR SPDR TR$13.8M4.68%72,376新建仓
3VNQVANGUARD INDEX FDS$10.8M3.67%112,305新建仓
4IVVISHARES TR$9.0M3.06%12,025新建仓
5STKCOLUMBIA SELIGM PREM TECH GR$8.7M2.94%160,919新建仓
6VGITVANGUARD SCOTTSDALE FDS$8.0M2.71%135,285新建仓
7QQQINVESCO QQQ TR$7.5M2.53%10,123新建仓
8BDYNBLACKROCK ETF TRUST$6.5M2.22%236,069新建仓
9VTIVANGUARD INDEX FDS$5.8M1.97%15,702新建仓
10LLYELI LILLY & CO$5.4M1.83%4,501新建仓
11VTVVANGUARD INDEX FDS$5.3M1.81%24,433新建仓
12GOFGUGGENHEIM STRATEGIC OPPORTU$5.2M1.75%472,129新建仓
13SCHGSCHWAB STRATEGIC TR$4.8M1.64%143,020新建仓
14VOOVANGUARD INDEX FDS$4.7M1.58%6,785新建仓
15AAPLAPPLE INC$4.6M1.57%16,005新建仓
16CRFCORNERSTONE TOTAL RETURN FD$4.3M1.45%594,180新建仓
17VCITVANGUARD SCOTTSDALE FDS$4.3M1.45%51,764新建仓
18XLESELECT SECTOR SPDR TR$4.1M1.39%76,885新建仓
19VXUSVANGUARD STAR FDS$4.0M1.34%46,363新建仓
20PDBCINVESCO ACTVELY MNGD ETC FD$3.8M1.30%241,347新建仓
21IJHISHARES TR$3.7M1.27%48,454新建仓
22ETOEATON VANCE TAX-ADVANTAGED G$3.5M1.19%114,081新建仓
23IUSBISHARES TR$2.9M0.99%63,276新建仓
24MSFTMICROSOFT CORP$2.9M0.99%7,841新建仓
25VVISA INC$2.9M0.99%8,531新建仓

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