Alpha Omega Wealth Management LLC 13F 持仓 · 2026年Q2
Alpha Omega Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 208 只证券，申报市值合计 6.57 亿美元。前几大持仓：JPST（6.14%）、VUSB（3.64%）、MSFT（2.90%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPST | J P MORGAN EXCHANGE TRADED F | $40.3M | 6.14% | 797,365 | 减持 |
| 2 | VUSB | VANGUARD BD INDEX FDS | $23.9M | 3.64% | 479,829 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $19.1M | 2.90% | 51,133 | 减持 |
| 4 | AAPL | APPLE INC | $18.5M | 2.81% | 63,805 | 减持 |
| 5 | GSST | GOLDMAN SACHS ETF TR | $16.3M | 2.48% | 322,583 | 增持 |
| 6 | FNDF | SCHWAB STRATEGIC TR | $15.2M | 2.31% | 287,876 | 增持 |
| 7 | CSCO | CISCO SYS INC | $14.2M | 2.16% | 120,761 | 减持 |
| 8 | CVS | CVS HEALTH CORP | $12.7M | 1.94% | 123,122 | 减持 |
| 9 | ABBV | ABBVIE INC | $12.1M | 1.84% | 47,949 | 减持 |
| 10 | CVX | CHEVRON CORPORATION | $12.0M | 1.82% | 72,127 | 减持 |
| 11 | JNJ | JOHNSON & JOHNSON | $11.7M | 1.78% | 46,163 | 减持 |
| 12 | MPC | MARATHON PETE CORP | $10.2M | 1.56% | 40,086 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $10.0M | 1.52% | 30,491 | 减持 |
| 14 | VOE | VANGUARD INDEX FDS | $9.9M | 1.51% | 50,254 | 增持 |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $9.3M | 1.42% | 33,209 | 减持 |
| 16 | COF | CAPITAL ONE FINL CORP | $9.2M | 1.40% | 46,008 | 减持 |
| 17 | GLW | CORNING INC | $9.2M | 1.40% | 36,104 | 减持 |
| 18 | VZ | VERIZON COMMUNICATIONS INC | $9.2M | 1.40% | 216,529 | 增持 |
| 19 | SPG | SIMON PPTY GROUP INC NEW | $8.5M | 1.29% | 37,982 | 减持 |
| 20 | TFC | TRUIST FINL CORP | $7.5M | 1.15% | 151,216 | 减持 |
| 21 | AVGO | BROADCOM INC | $7.5M | 1.13% | 19,740 | 减持 |
| 22 | RHI | ROBERT HALF INC. | $7.3M | 1.11% | 237,926 | 增持 |
| 23 | MKTX | MARKETAXESS HLDGS INC | $7.0M | 1.06% | 61,453 | 增持 |
| 24 | GOOGL | ALPHABET INC | $6.9M | 1.05% | 19,264 | 减持 |
| 25 | VBR | VANGUARD INDEX FDS | $6.9M | 1.05% | 28,306 | 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