Alpha Advisors, LLC/VA 13F 持仓 · 2026年Q2
Alpha Advisors, LLC/VA 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 51 只证券，申报市值合计 1.33 亿美元。前几大持仓：SGOV（13.99%）、QLTY（10.01%）、AAPL（6.61%）。本季前 25 大持仓中：新建仓 2 只、增持 11 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $18.6M | 13.99% | 184,841 | 减持 |
| 2 | QLTY | GMO ETF TRUST | $13.3M | 10.01% | 319,954 | 增持 |
| 3 | AAPL | APPLE INC | $8.8M | 6.61% | 30,389 | 减持 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $8.5M | 6.37% | 180,457 | 增持 |
| 5 | BBUS | J P MORGAN EXCHANGE TRADED F | $8.0M | 6.03% | 59,586 | 减持 |
| 6 | BBIN | J P MORGAN EXCHANGE TRADED F | $7.3M | 5.50% | 93,740 | 增持 |
| 7 | PHYS | SPROTT ASSET MANAGEMENT LP | $7.1M | 5.35% | 235,739 | 增持 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $6.5M | 4.89% | 120,446 | 增持 |
| 9 | JGRO | J P MORGAN EXCHANGE TRADED F | $6.0M | 4.49% | 60,633 | 减持 |
| 10 | GLD | SPDR GOLD TR | $5.8M | 4.34% | 15,667 | 减持 |
| 11 | IVV | ISHARES TR | $4.5M | 3.36% | 5,975 | 减持 |
| 12 | ACWX | ISHARES TR | $3.6M | 2.70% | 47,288 | 新建仓 |
| 13 | PSLV | SPROTT ASSET MANAGEMENT LP | $3.2M | 2.41% | 170,047 | 增持 |
| 14 | DFCF | DIMENSIONAL ETF TRUST | $3.2M | 2.38% | 75,053 | 增持 |
| 15 | EFA | ISHARES TR | $2.5M | 1.90% | 24,355 | 增持 |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $2.2M | 1.63% | 26,288 | 新建仓 |
| 17 | SPEM | SPDR INDEX SHS FDS | $1.6M | 1.24% | 31,741 | 增持 |
| 18 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.13% | 2 | 持平 |
| 19 | V | VISA INC | $1.5M | 1.11% | 4,305 | 增持 |
| 20 | IWM | ISHARES TR | $1.4M | 1.08% | 4,766 | 增持 |
| 21 | DFSV | DIMENSIONAL ETF TRUST | $1.3M | 0.97% | 33,201 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $1.3M | 0.97% | 3,460 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $1.0M | 0.77% | 3,110 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $956,246 | 0.72% | 1,911 | 减持 |
| 25 | DELL | DELL TECHNOLOGIES INC | $933,012 | 0.70% | 2,162 | 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