American Wealth Advisors, LLC 13F 持仓 · 2026年Q2
American Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 42 只证券,申报市值合计 1.07 亿美元。前几大持仓:IVV(26.31%)、IVW(15.96%)、IVE(12.12%)。本季前 25 大持仓中:增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $28.0M | 26.31% | 37,435 | 减持 |
| 2 | IVW | ISHARES TR | $17.0M | 15.96% | 123,649 | 减持 |
| 3 | IVE | ISHARES TR | $12.9M | 12.12% | 56,865 | 减持 |
| 4 | SHY | ISHARES TR | $6.0M | 5.63% | 73,107 | 减持 |
| 5 | VTI | VANGUARD INDEX FDS | $4.3M | 4.07% | 11,708 | 增持 |
| 6 | STIP | ISHARES TR | $3.7M | 3.48% | 36,327 | 减持 |
| 7 | SHYG | ISHARES TR | $3.6M | 3.40% | 85,462 | 增持 |
| 8 | DVY | ISHARES TR | $3.0M | 2.77% | 18,905 | 增持 |
| 9 | IWM | ISHARES TR | $2.8M | 2.64% | 9,369 | 减持 |
| 10 | SLQD | ISHARES TR | $2.1M | 2.01% | 42,468 | 增持 |
| 11 | DIA | STATE STR SPDR DOW JONES IND | $2.1M | 1.99% | 4,065 | 增持 |
| 12 | IWP | ISHARES TR | $1.9M | 1.78% | 12,977 | 减持 |
| 13 | IJH | ISHARES TR | $1.8M | 1.72% | 23,781 | 减持 |
| 14 | IGE | ISHARES TR | $1.8M | 1.68% | 31,803 | 减持 |
| 15 | IWR | ISHARES TR | $1.1M | 1.03% | 9,931 | 增持 |
| 16 | SUB | ISHARES TR | $1.1M | 0.99% | 9,952 | 增持 |
| 17 | HDV | ISHARES TR | $850,905 | 0.80% | 31,044 | 增持 |
| 18 | IWO | ISHARES TR | $845,870 | 0.79% | 2,147 | 持平 |
| 19 | IWN | ISHARES TR | $752,795 | 0.71% | 3,403 | 减持 |
| 20 | CSCO | CISCO SYS INC | $725,103 | 0.68% | 6,173 | 减持 |
| 21 | IYR | ISHARES TR | $670,290 | 0.63% | 6,555 | 减持 |
| 22 | IJJ | ISHARES TR | $654,196 | 0.61% | 4,428 | 减持 |
| 23 | XOM | EXXON MOBIL CORP | $605,706 | 0.57% | 4,430 | 增持 |
| 24 | EFA | ISHARES TR | $571,235 | 0.54% | 5,499 | 增持 |
| 25 | QQQ | INVESCO QQQ TR | $561,691 | 0.53% | 763 | 持平 |
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