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 |
|---|---|---|---|---|---|---|
| 1 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $177.4M | 13.88% | 3.6M | 增持 |
| 2 | SPTM | SPDR SERIES TRUST | $92.5M | 7.24% | 1.0M | 减持 |
| 3 | AVGO | BROADCOM INC | $51.9M | 4.06% | 137,281 | 减持 |
| 4 | AAPL | APPLE INC | $51.8M | 4.05% | 179,048 | 增持 |
| 5 | XLK | SELECT SECTOR SPDR TR | $44.9M | 3.51% | 235,568 | 减持 |
| 6 | GOOG | ALPHABET INC | $41.9M | 3.28% | 118,637 | 减持 |
| 7 | AMZN | AMAZON COM INC | $39.4M | 3.08% | 165,174 | 增持 |
| 8 | JPM | JPMORGAN CHASE & CO | $35.9M | 2.81% | 109,673 | 减持 |
| 9 | QUAL | ISHARES TR | $34.2M | 2.68% | 156,054 | 减持 |
| 10 | USMV | ISHARES TR | $34.0M | 2.66% | 352,667 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $32.9M | 2.57% | 88,084 | 增持 |
| 12 | HYGH | ISHARES U S ETF TR | $31.1M | 2.44% | 359,403 | 增持 |
| 13 | JNJ | JOHNSON & JOHNSON | $30.8M | 2.41% | 121,106 | 减持 |
| 14 | MRK | MERCK & CO INC | $22.8M | 1.79% | 177,518 | 增持 |
| 15 | CVX | CHEVRON CORPORATION | $22.3M | 1.75% | 134,565 | 增持 |
| 16 | GLD | SPDR GOLD TR | $19.3M | 1.51% | 52,465 | 减持 |
| 17 | PG | PROCTER & GAMBLE CO | $19.3M | 1.51% | 131,746 | 增持 |
| 18 | DUK | DUKE ENERGY CORP NEW | $18.6M | 1.46% | 147,127 | 减持 |
| 19 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $18.4M | 1.44% | 448,691 | 增持 |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $18.1M | 1.42% | 427,810 | 增持 |
| 21 | CSCO | CISCO SYS INC | $17.2M | 1.35% | 146,783 | 减持 |
| 22 | WMT | WALMART INC | $17.2M | 1.35% | 151,889 | 减持 |
| 23 | NVDA | NVIDIA CORPORATION | $16.0M | 1.25% | 79,839 | 增持 |
| 24 | MA | MASTERCARD INCORPORATED | $15.5M | 1.21% | 30,202 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $15.3M | 1.20% | 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