ARS Wealth Advisors, LLC 13F 持仓 · 最近申报 2021年Q2
ARS Wealth Advisors 在 2021年Q2（报告期截至 2021-06-30）的 SEC 13F 申报中报告了 139 只证券，申报市值合计 5.56 亿美元。前几大持仓：BBAG（8.44%）、SPTM（7.98%）、USMV（7.60%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BBAG | J P MORGAN EXCHANGE-TRADED F | $47.0M | 8.44% | 862,426 | 新建仓 |
| 2 | SPTM | SPDR SER TR | $44.4M | 7.98% | 837,950 | 增持 |
| 3 | USMV | ISHARES TR | $42.3M | 7.60% | 574,357 | 减持 |
| 4 | SRLN | SSGA ACTIVE ETF TR | $40.5M | 7.28% | 874,312 | 增持 |
| 5 | VEU | VANGUARD INTL EQUITY INDEX F | $27.7M | 4.98% | 436,728 | 增持 |
| 6 | AAPL | APPLE INC | $24.5M | 4.41% | 179,211 | 减持 |
| 7 | PGF | INVESCO EXCHANGE TRADED FD T | $20.4M | 3.67% | 1.1M | 增持 |
| 8 | XLK | SELECT SECTOR SPDR TR | $20.3M | 3.66% | 137,733 | 减持 |
| 9 | MSFT | MICROSOFT CORP | $18.8M | 3.38% | 69,394 | 增持 |
| 10 | PG | PROCTER AND GAMBLE CO | $17.5M | 3.14% | 129,432 | 增持 |
| 11 | AMZN | AMAZON COM INC | $13.9M | 2.50% | 4,038 | 增持 |
| 12 | VBR | VANGUARD INDEX FDS | $11.6M | 2.09% | 66,903 | 增持 |
| 13 | KIM | KIMCO RLTY CORP | $11.6M | 2.08% | 555,258 | 增持 |
| 14 | XOM | EXXON MOBIL CORP | $11.6M | 2.08% | 183,438 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $10.8M | 1.95% | 69,710 | 增持 |
| 16 | GLD | SPDR GOLD TR | $10.6M | 1.91% | 63,982 | 增持 |
| 17 | QUAL | ISHARES TR | $10.1M | 1.81% | 75,696 | 增持 |
| 18 | MA | MASTERCARD INCORPORATED | $9.1M | 1.63% | 24,870 | 增持 |
| 19 | CVS | CVS HEALTH CORP | $9.0M | 1.62% | 108,058 | 增持 |
| 20 | GOOG | ALPHABET INC | $8.2M | 1.47% | 3,261 | 增持 |
| 21 | DUK | DUKE ENERGY CORP NEW | $8.1M | 1.46% | 82,090 | 增持 |
| 22 | MRK | MERCK & CO INC | $7.5M | 1.34% | 96,074 | 增持 |
| 23 | VZ | VERIZON COMMUNICATIONS INC | $7.0M | 1.27% | 125,731 | 增持 |
| 24 | DIS | DISNEY WALT CO | $7.0M | 1.25% | 39,541 | 减持 |
| 25 | HD | HOME DEPOT INC | $6.3M | 1.13% | 19,645 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-06-30
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