AMG National Trust Bank 13F 持仓 · 2026年Q2
AMG National Trust Bank 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 439 只证券，申报市值合计 48.78 亿美元。前几大持仓：SPY（8.81%）、IWR（8.75%）、IWM（5.07%）。本季前 25 大持仓中：新建仓 2 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $429.8M | 8.81% | 575,530 | 减持 |
| 2 | IWR | ISHARES TR | $426.9M | 8.75% | 3.9M | 减持 |
| 3 | IWM | ISHARES TR | $247.3M | 5.07% | 823,139 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $237.4M | 4.87% | 345,692 | 增持 |
| 5 | IXUS | ISHARES TR | $171.8M | 3.52% | 1.8M | 增持 |
| 6 | CVGD | ELEVATION SERIES TRUST | $119.1M | 2.44% | 4.8M | 新建仓 |
| 7 | BND | VANGUARD BD INDEX FDS | $113.0M | 2.32% | 1.5M | 减持 |
| 8 | VTI | VANGUARD INDEX FDS | $104.8M | 2.15% | 283,126 | 减持 |
| 9 | AAPL | APPLE INC | $103.5M | 2.12% | 357,620 | 减持 |
| 10 | IWB | ISHARES TR | $96.8M | 1.98% | 236,272 | 减持 |
| 11 | IVV | ISHARES TR | $96.2M | 1.97% | 128,402 | 减持 |
| 12 | LOW | LOWES COS INC | $95.7M | 1.96% | 434,181 | 减持 |
| 13 | CVSM | ELEVATION SERIES TRUST | $91.7M | 1.88% | 3.5M | 新建仓 |
| 14 | IEFA | ISHARES TR | $90.2M | 1.85% | 933,430 | 减持 |
| 15 | VXUS | VANGUARD STAR FDS | $85.9M | 1.76% | 1.0M | 增持 |
| 16 | BALL | BALL CORP | $76.4M | 1.57% | 1.2M | 增持 |
| 17 | VTWO | VANGUARD SCOTTSDALE FDS | $76.4M | 1.57% | 628,901 | 增持 |
| 18 | EFA | ISHARES TR | $72.2M | 1.48% | 694,941 | 减持 |
| 19 | ICVT | ISHARES TR | $70.0M | 1.43% | 574,642 | 增持 |
| 20 | VO | VANGUARD INDEX FDS | $68.7M | 1.41% | 853,273 | 增持 |
| 21 | QQQ | INVESCO QQQ TR | $62.9M | 1.29% | 85,397 | 减持 |
| 22 | IWF | ISHARES TR | $62.4M | 1.28% | 502,686 | 增持 |
| 23 | GNR | SPDR INDEX SHS FDS | $52.3M | 1.07% | 776,274 | 增持 |
| 24 | ACWX | ISHARES TR | $51.8M | 1.06% | 680,618 | 减持 |
| 25 | IWN | ISHARES TR | $51.5M | 1.06% | 233,018 | 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