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AGH Wealth Advisors, LLC 13F 持仓 · 2026年Q2

AGH Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 129 只证券,申报市值合计 1.58 亿美元。前几大持仓:SPY(10.34%)、JBND(5.99%)、AVDE(5.26%)。本季前 25 大持仓中:增持 23 只、减持 2 只。

排名代码公司市值占组合股数变动
1SPYSTATE STR SPDR S&P 500 ETF T$16.4M10.34%21,937增持
2JBNDJ P MORGAN EXCHANGE TRADED F$9.5M5.99%177,406增持
3AVDEAMERICAN CENTY ETF TR$8.3M5.26%93,519增持
4AAPLAPPLE INC$7.0M4.41%24,177增持
5NVDANVIDIA CORPORATION$6.6M4.18%33,067增持
6GLDSPDR GOLD TR$6.3M4.00%17,202增持
7QQQMINVESCO EXCH TRADED FD TR II$5.6M3.52%18,418增持
8SPYGSPDR SERIES TRUST$5.1M3.24%43,165增持
9PWVINVESCO EXCHANGE TRADED FD T$4.1M2.60%54,415增持
10MSFTMICROSOFT CORP$3.9M2.49%10,564增持
11AVGOBROADCOM INC$3.5M2.23%9,370增持
12AMZNAMAZON COM INC$3.2M2.03%13,490减持
13GOOGLALPHABET INC$3.1M1.93%8,541增持
14GOOGALPHABET INC$2.7M1.72%7,709增持
15SPSMSPDR SERIES TRUST$2.7M1.71%46,963增持
16AVEMAMERICAN CENTY ETF TR$2.6M1.65%27,083增持
17JPMJPMORGAN CHASE & CO$2.0M1.28%6,219增持
18METAMETA PLATFORMS INC$1.9M1.22%3,422增持
19INTCINTEL CORP$1.9M1.18%13,381增持
20AVLVAMERICAN CENTY ETF TR$1.8M1.15%19,921增持
21MUMICRON TECHNOLOGY INC$1.6M1.02%1,398增持
22AVUSAMERICAN CENTY ETF TR$1.6M1.00%12,324增持
23XOMEXXON MOBIL CORP$1.5M0.97%11,228增持
24AMATAPPLIED MATLS INC$1.5M0.96%2,112减持
25DTCRGLOBAL X FDS$1.5M0.96%49,954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