跳到正文

Argent Advisors, Inc. 13F 持仓 · 2026年Q2

Argent Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 185 只证券,申报市值合计 4.00 亿美元。前几大持仓:IEFA(5.22%)、IJH(4.89%)、DGRO(3.83%)。本季前 25 大持仓中:增持 18 只、减持 7 只。

排名代码公司市值占组合股数变动
1IEFAISHARES CORE MSCI EAFE ETF$20.9M5.22%216,088增持
2IJHISHARES CORE S&P MID-CAP ETF$19.6M4.89%253,613增持
3DGROISHARES CORE DIVIDEND GROWTH ETF$15.3M3.83%201,942增持
4AVUVAMERICAN CENTURY U.S. SMALL CAP VALUE$15.1M3.79%121,361增持
5IVVISHARES CORE S&P 500 ETF$13.6M3.40%18,149增持
6RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF$13.0M3.24%441,026减持
7EQWLINVESCO S&P 100 EQUAL WEIGHT ETF$12.4M3.11%96,380增持
8SHYISHARES 1-3 YEAR TREASURY BOND ETF$12.2M3.05%148,295增持
9JPMJP MORGAN$12.0M3.01%36,746增持
10AAPLAPPLE INC COM$11.7M2.92%40,317增持
11XOMEXXON MOBIL CORP COM$9.5M2.38%69,524减持
12KNGFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF$8.2M2.06%162,868减持
13DVYEISHARES EMERGING MARKETS DIVIDEND ETF$7.6M1.91%236,275增持
14CATCATERPILLAR INC COM$7.6M1.90%7,133减持
15NVDANVIDIA CORPORATION COM$6.1M1.54%30,707增持
16GOOGLALPHABET INC CAP STK CL A$5.8M1.44%16,145减持
17MSFTMICROSOFT CORP COM$5.8M1.44%15,439增持
18LLYELI LILLY & CO COM$5.3M1.32%4,391增持
19JNJJOHNSON & JOHNSON COM$5.1M1.28%20,074增持
20WMTWALMART INC COM$4.9M1.24%43,697增持
21KOCOCA COLA CO COM$4.9M1.22%60,157减持
22VVISA INC COM CL A$4.9M1.22%14,268增持
23CSCOCISCO SYS INC COM$4.7M1.17%39,762减持
24AMZNAMAZON COM INC COM$4.1M1.04%17,403增持
25TRVTRAVELERS COMPANIES INC COM$4.1M1.02%12,376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