Arbor Trust Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Arbor Trust Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 96 只证券，申报市值合计 2.48 亿美元。前几大持仓：SCHF（7.79%）、SCHG（4.43%）、ABBV（4.33%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $19.3M | 7.79% | 697,932 | 减持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $11.0M | 4.43% | 324,691 | 减持 |
| 3 | ABBV | ABBVIE INC | $10.7M | 4.33% | 42,660 | 减持 |
| 4 | EFA | ISHARES TR | $10.4M | 4.21% | 100,579 | 减持 |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $9.9M | 3.97% | 210,019 | 减持 |
| 6 | SCHM | SCHWAB STRATEGIC TR | $9.1M | 3.68% | 247,603 | 减持 |
| 7 | AAPL | APPLE INC | $8.3M | 3.36% | 28,766 | 减持 |
| 8 | SCHX | SCHWAB STRATEGIC TR | $8.0M | 3.24% | 272,838 | 减持 |
| 9 | PYLD | PIMCO ETF TR | $7.6M | 3.07% | 286,937 | 增持 |
| 10 | SPYV | SPDR SERIES TRUST | $7.3M | 2.93% | 119,427 | 增持 |
| 11 | IGF | ISHARES TR | $7.1M | 2.87% | 106,725 | 增持 |
| 12 | GOOGL | ALPHABET INC | $6.8M | 2.73% | 18,917 | 减持 |
| 13 | DEM | WISDOMTREE TR | $6.7M | 2.69% | 123,876 | 减持 |
| 14 | MDY | STATE STR SPDR S&P MIDCAP 40 | $6.2M | 2.49% | 8,797 | 减持 |
| 15 | SCHA | SCHWAB STRATEGIC TR | $6.0M | 2.44% | 167,203 | 减持 |
| 16 | AGG | ISHARES TR | $5.5M | 2.20% | 55,170 | 增持 |
| 17 | CAT | CATERPILLAR INC | $5.2M | 2.09% | 4,871 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $5.0M | 2.01% | 15,267 | 减持 |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $4.8M | 1.94% | 60,964 | 增持 |
| 20 | ICF | ISHARES TR | $4.3M | 1.73% | 63,332 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $4.2M | 1.69% | 11,232 | 减持 |
| 22 | ABT | ABBOTT LABORATORIES | $4.0M | 1.62% | 44,225 | 减持 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $4.0M | 1.61% | 66,972 | 减持 |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $3.9M | 1.57% | 4,163 | 增持 |
| 25 | SYK | STRYKER CORPORATION | $3.4M | 1.39% | 10,940 | 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