AmeriServ Wealth Advisors 13F 持仓 · 2026年Q2
AmeriServ Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 1.50 亿美元。前几大持仓：VOO（56.25%）、IEF（6.61%）、IEI（6.42%）。本季前 25 大持仓中：增持 3 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $84.5M | 56.25% | 123,040 | 减持 |
| 2 | IEF | ISHARES TR | $9.9M | 6.61% | 105,080 | 减持 |
| 3 | IEI | ISHARES TR | $9.7M | 6.42% | 82,174 | 减持 |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $3.8M | 2.53% | 65,185 | 减持 |
| 5 | ASRV | AMERISERV FINL INC | $3.5M | 2.30% | 889,464 | 增持 |
| 6 | LLY | ELI LILLY & CO | $3.3M | 2.20% | 2,762 | 减持 |
| 7 | IGSB | ISHARES TR | $3.2M | 2.13% | 60,999 | 减持 |
| 8 | AAPL | APPLE INC | $2.5M | 1.70% | 8,810 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $2.1M | 1.37% | 10,262 | 增持 |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | $2.0M | 1.34% | 36,503 | 减持 |
| 11 | QQQ | INVESCO QQQ TR | $1.7M | 1.13% | 2,315 | 减持 |
| 12 | IWM | ISHARES TR | $1.6M | 1.08% | 5,378 | 减持 |
| 13 | XLK | SELECT SECTOR SPDR TR | $1.1M | 0.76% | 5,985 | 减持 |
| 14 | XLB | SELECT SECTOR SPDR TR | $1.1M | 0.71% | 20,926 | 减持 |
| 15 | INTC | INTEL CORP | $945,155 | 0.63% | 6,769 | 减持 |
| 16 | XLU | SELECT SECTOR SPDR TR | $889,661 | 0.59% | 19,622 | 减持 |
| 17 | IVV | ISHARES TR | $864,219 | 0.58% | 1,154 | 持平 |
| 18 | IGIB | ISHARES TR | $847,635 | 0.56% | 15,942 | 减持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $808,005 | 0.54% | 1,082 | 减持 |
| 20 | DBMF | LITMAN GREGORY FDS TR | $791,145 | 0.53% | 25,846 | 减持 |
| 21 | GLD | SPDR GOLD TR | $718,708 | 0.48% | 1,951 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $705,007 | 0.47% | 1,890 | 减持 |
| 23 | UNG | UNITED STS NAT GAS FD LP | $703,200 | 0.47% | 60,000 | 持平 |
| 24 | XLI | SELECT SECTOR SPDR TR | $683,869 | 0.46% | 3,692 | 减持 |
| 25 | VOOG | VANGUARD ADMIRAL FDS INC | $675,913 | 0.45% | 8,181 | 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