Antonelli Financial Advisors, LLC 13F 持仓 · 2026年Q2
Antonelli Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 1.46 亿美元。前几大持仓：VTV（16.66%）、QQQ（13.03%）、EFA（9.74%）。本季前 25 大持仓中：增持 3 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $24.3M | 16.66% | 111,515 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $19.0M | 13.03% | 25,803 | 减持 |
| 3 | EFA | ISHARES TR | $14.2M | 9.74% | 136,795 | 减持 |
| 4 | AAPL | APPLE INC | $13.1M | 8.98% | 45,274 | 减持 |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | $7.2M | 4.96% | 96,194 | 减持 |
| 6 | GOOG | ALPHABET INC | $6.4M | 4.41% | 18,218 | 减持 |
| 7 | JPM | JPMORGAN CHASE & CO | $5.1M | 3.52% | 15,684 | 增持 |
| 8 | EMXC | ISHARES INC | $4.5M | 3.06% | 43,616 | 减持 |
| 9 | AMZN | AMAZON COM INC | $4.2M | 2.89% | 17,679 | 增持 |
| 10 | IVV | ISHARES TR | $4.2M | 2.86% | 5,574 | 减持 |
| 11 | EELV | INVESCO EXCH TRADED FD TR II | $3.9M | 2.65% | 138,871 | 减持 |
| 12 | AMAT | APPLIED MATLS INC | $3.4M | 2.34% | 4,714 | 持平 |
| 13 | META | META PLATFORMS INC | $3.3M | 2.27% | 5,885 | 增持 |
| 14 | IJH | ISHARES TR | $2.7M | 1.88% | 35,534 | 减持 |
| 15 | VYM | VANGUARD WHITEHALL FDS | $2.6M | 1.77% | 16,305 | 减持 |
| 16 | AIQ | GLOBAL X FDS | $2.1M | 1.46% | 32,404 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $2.1M | 1.43% | 5,575 | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 1.18% | 3,441 | 减持 |
| 19 | FDN | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.08% | 5,961 | 减持 |
| 20 | ARTY | ISHARES TR | $1.4M | 0.98% | 18,695 | 减持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.4M | 0.96% | 19,666 | 减持 |
| 22 | AMGN | AMGEN INC | $1.1M | 0.78% | 3,149 | 持平 |
| 23 | NVDA | NVIDIA CORPORATION | $1.1M | 0.75% | 5,504 | 减持 |
| 24 | GOOGL | ALPHABET INC | $1.0M | 0.69% | 2,825 | 持平 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | $961,000 | 0.66% | 1,027 | 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