Alliance Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Alliance Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 165 只证券,申报市值合计 3.08 亿美元。前几大持仓:DGRO(9.89%)、INTC(9.40%)、UITB(8.96%)。本季前 25 大持仓中:新建仓 2 只、增持 11 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $30.4M | 9.89% | 401,517 | 增持 |
| 2 | INTC | INTEL CORP | $28.9M | 9.40% | 207,170 | 减持 |
| 3 | UITB | VICTORY PORTFOLIOS II | $27.6M | 8.96% | 588,561 | 增持 |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $16.7M | 5.43% | 143,340 | 持平 |
| 5 | QQQ | INVESCO QQQ TR | $16.3M | 5.31% | 22,198 | 增持 |
| 6 | IDEQ | LAZARD ACTIVE ETF TR | $16.0M | 5.19% | 455,384 | 新建仓 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $13.7M | 4.44% | 109,482 | 增持 |
| 8 | VO | VANGUARD INDEX FDS | $13.4M | 4.34% | 165,734 | 增持 |
| 9 | VTV | VANGUARD INDEX FDS | $13.2M | 4.30% | 60,721 | 增持 |
| 10 | MP | MP MATERIALS CORP | $5.6M | 1.82% | 100,000 | 持平 |
| 11 | AAPL | APPLE INC | $4.7M | 1.54% | 16,399 | 减持 |
| 12 | GOOGL | ALPHABET INC | $4.1M | 1.32% | 11,344 | 减持 |
| 13 | GLD | SPDR GOLD TR | $4.0M | 1.29% | 10,760 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $3.7M | 1.22% | 10,027 | 增持 |
| 15 | ECHO | ECHOSTAR CORP | $3.6M | 1.16% | 35,087 | 持平 |
| 16 | PYPL | PAYPAL HLDGS INC | $3.4M | 1.10% | 78,063 | 增持 |
| 17 | PFIS | PEOPLES FINL SVCS CORP | $3.0M | 0.97% | 44,933 | 增持 |
| 18 | OKLO | OKLO INC | $2.6M | 0.86% | 50,500 | 新建仓 |
| 19 | TDG | TRANSDIGM GROUP INC | $2.6M | 0.83% | 1,915 | 减持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.4M | 0.77% | 4,719 | 减持 |
| 21 | IJH | ISHARES TR | $2.1M | 0.70% | 27,776 | 减持 |
| 22 | AMZN | AMAZON COM INC | $2.1M | 0.68% | 8,797 | 增持 |
| 23 | VTI | VANGUARD INDEX FDS | $2.1M | 0.68% | 5,632 | 减持 |
| 24 | NIO | NIO INC | $2.0M | 0.66% | 400,000 | 持平 |
| 25 | IXUS | ISHARES TR | $2.0M | 0.65% | 21,007 | 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