Altus Wealth Group LLC 13F 持仓 · 2026年Q2
Altus Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 154 只证券，申报市值合计 2.77 亿美元。前几大持仓：IVV（12.65%）、SPMO（8.39%）、MOAT（7.40%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.0M | 12.65% | 46,761 | 增持 |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | $23.2M | 8.39% | 143,826 | 增持 |
| 3 | MOAT | VANECK ETF TRUST | $20.5M | 7.40% | 197,070 | 增持 |
| 4 | DIVO | AMPLIFY ETF TR | $13.8M | 4.97% | 300,980 | 增持 |
| 5 | XMHQ | INVESCO EXCHANGE TRADED FD T | $11.3M | 4.07% | 99,819 | 增持 |
| 6 | COWZ | PACER FDS TR | $9.7M | 3.52% | 156,643 | 减持 |
| 7 | AAPL | APPLE INC | $9.7M | 3.51% | 33,599 | 增持 |
| 8 | IWF | ISHARES TR | $8.8M | 3.16% | 70,538 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $7.1M | 2.57% | 35,577 | 增持 |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $6.1M | 2.19% | 73,364 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $5.7M | 2.06% | 15,321 | 增持 |
| 12 | GOOGL | ALPHABET INC | $5.2M | 1.88% | 14,569 | 增持 |
| 13 | AVGO | BROADCOM INC | $4.8M | 1.74% | 12,759 | 减持 |
| 14 | BLDR | BUILDERS FIRSTSOURCE INC | $4.3M | 1.55% | 48,075 | 增持 |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.7M | 1.34% | 75,132 | 增持 |
| 16 | SCHV | SCHWAB STRATEGIC TR | $3.7M | 1.33% | 105,415 | 增持 |
| 17 | UNP | UNION PAC CORP | $3.5M | 1.25% | 12,689 | 减持 |
| 18 | AMZN | AMAZON COM INC | $2.9M | 1.06% | 12,267 | 增持 |
| 19 | SPTM | SPDR SERIES TRUST | $2.9M | 1.05% | 32,133 | 减持 |
| 20 | AEP | AMERICAN ELEC PWR CO INC | $2.5M | 0.89% | 17,949 | 增持 |
| 21 | MU | MICRON TECHNOLOGY INC | $2.5M | 0.89% | 2,136 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $2.4M | 0.88% | 7,445 | 增持 |
| 23 | V | VISA INC | $2.4M | 0.87% | 7,035 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.9M | 0.70% | 3,848 | 减持 |
| 25 | PBUS | INVESCO EXCH TRADED FD TR II | $1.8M | 0.66% | 24,277 | 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