Ascent Group, LLC 13F 持仓 · 2026年Q2
Ascent Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 808 只证券，申报市值合计 33.44 亿美元。前几大持仓：SPYM（6.53%）、IVW（3.03%）、AAPL（2.50%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $218.3M | 6.53% | 2.5M | 增持 |
| 2 | IVW | ISHARES TR | $101.3M | 3.03% | 736,912 | 增持 |
| 3 | AAPL | APPLE INC | $83.7M | 2.50% | 289,109 | 增持 |
| 4 | NVDA | NVIDIA CORPORATION | $81.3M | 2.43% | 406,095 | 增持 |
| 5 | IVE | ISHARES TR | $77.8M | 2.32% | 342,445 | 减持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $75.6M | 2.26% | 1.1M | 增持 |
| 7 | GOOGL | ALPHABET INC | $55.0M | 1.64% | 153,792 | 减持 |
| 8 | CORO | BLACKROCK ETF TRUST | $50.8M | 1.52% | 1.4M | 增持 |
| 9 | MSFT | MICROSOFT CORP | $49.3M | 1.47% | 132,096 | 减持 |
| 10 | MUB | ISHARES TR | $44.3M | 1.32% | 411,221 | 减持 |
| 11 | AGG | ISHARES TR | $44.0M | 1.31% | 444,260 | 增持 |
| 12 | BAI | BLACKROCK ETF TRUST | $42.5M | 1.27% | 806,289 | 减持 |
| 13 | EMGF | ISHARES INC | $42.4M | 1.27% | 578,242 | 减持 |
| 14 | AMZN | AMAZON COM INC | $39.4M | 1.18% | 165,300 | 减持 |
| 15 | IWF | ISHARES TR | $33.7M | 1.01% | 271,653 | 增持 |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $31.9M | 0.96% | 197,756 | 减持 |
| 17 | GOVT | ISHARES TR | $31.2M | 0.93% | 1.4M | 增持 |
| 18 | AVGO | BROADCOM INC | $30.6M | 0.92% | 81,070 | 减持 |
| 19 | META | META PLATFORMS INC | $30.1M | 0.90% | 53,501 | 减持 |
| 20 | MBB | ISHARES TR | $29.4M | 0.88% | 311,099 | 增持 |
| 21 | GLD | SPDR GOLD TR | $29.1M | 0.87% | 78,986 | 减持 |
| 22 | GOOG | ALPHABET INC | $29.1M | 0.87% | 82,325 | 减持 |
| 23 | IVV | ISHARES TR | $27.0M | 0.81% | 36,084 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $26.7M | 0.80% | 81,618 | 减持 |
| 25 | SHLD | GLOBAL X FDS | $26.5M | 0.79% | 444,378 | 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