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ARS Wealth Advisors Group, LLC 13F 持仓 · 2026年Q2

ARS Wealth Advisors Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 220 只证券,申报市值合计 12.78 亿美元。前几大持仓:TBUX(13.88%)、SPTM(7.24%)、AVGO(4.06%)。本季前 25 大持仓中:增持 13 只、减持 12 只。

排名代码公司市值占组合股数变动
1TBUXT ROWE PRICE EXCHANGE-TRADED$177.4M13.88%3.6M增持
2SPTMSPDR SERIES TRUST$92.5M7.24%1.0M减持
3AVGOBROADCOM INC$51.9M4.06%137,281减持
4AAPLAPPLE INC$51.8M4.05%179,048增持
5XLKSELECT SECTOR SPDR TR$44.9M3.51%235,568减持
6GOOGALPHABET INC$41.9M3.28%118,637减持
7AMZNAMAZON COM INC$39.4M3.08%165,174增持
8JPMJPMORGAN CHASE & CO$35.9M2.81%109,673减持
9QUALISHARES TR$34.2M2.68%156,054减持
10USMVISHARES TR$34.0M2.66%352,667减持
11MSFTMICROSOFT CORP$32.9M2.57%88,084增持
12HYGHISHARES U S ETF TR$31.1M2.44%359,403增持
13JNJJOHNSON & JOHNSON$30.8M2.41%121,106减持
14MRKMERCK & CO INC$22.8M1.79%177,518增持
15CVXCHEVRON CORPORATION$22.3M1.75%134,565增持
16GLDSPDR GOLD TR$19.3M1.51%52,465减持
17PGPROCTER & GAMBLE CO$19.3M1.51%131,746增持
18DUKDUKE ENERGY CORP NEW$18.6M1.46%147,127减持
19TCAFT ROWE PRICE EXCHANGE-TRADED$18.4M1.44%448,691增持
20VZVERIZON COMMUNICATIONS INC$18.1M1.42%427,810增持
21CSCOCISCO SYS INC$17.2M1.35%146,783减持
22WMTWALMART INC$17.2M1.35%151,889减持
23NVDANVIDIA CORPORATION$16.0M1.25%79,839增持
24MAMASTERCARD INCORPORATED$15.5M1.21%30,202增持
25BRKBBERKSHIRE HATHAWAY INC DEL$15.3M1.20%30,587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