Asset Advisory Group, Inc. 13F 持仓 · 2026年Q2
Asset Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 125 只证券，申报市值合计 2.29 亿美元。前几大持仓：AAPL（8.14%）、VCSH（5.19%）、BRKB（5.08%）。本季前 25 大持仓中：增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.6M | 8.14% | 64,371 | 减持 |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $11.9M | 5.19% | 150,258 | 增持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.6M | 5.08% | 23,248 | 减持 |
| 4 | KEY | KEYCORP | $11.0M | 4.83% | 479,123 | 减持 |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $9.3M | 4.05% | 209,020 | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $8.7M | 3.81% | 101,152 | 增持 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $8.5M | 3.71% | 35,826 | 增持 |
| 8 | SCHD | SCHWAB STRATEGIC TR | $7.7M | 3.37% | 242,951 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $7.3M | 3.18% | 9,740 | 减持 |
| 10 | PYLD | PIMCO ETF TR | $7.0M | 3.06% | 264,308 | 增持 |
| 11 | JPIE | J P MORGAN EXCHANGE TRADED F | $7.0M | 3.04% | 151,112 | 增持 |
| 12 | SCHB | SCHWAB STRATEGIC TR | $6.7M | 2.91% | 229,821 | 减持 |
| 13 | XLK | SELECT SECTOR SPDR TR | $5.7M | 2.51% | 30,107 | 增持 |
| 14 | QQQ | INVESCO QQQ TR | $4.9M | 2.16% | 6,715 | 增持 |
| 15 | TSLA | TESLA INC | $4.5M | 1.96% | 10,674 | 持平 |
| 16 | AMZN | AMAZON COM INC | $4.1M | 1.80% | 17,246 | 增持 |
| 17 | GOOGL | ALPHABET INC | $3.7M | 1.62% | 10,340 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $3.6M | 1.58% | 9,691 | 减持 |
| 19 | GOOG | ALPHABET INC | $3.3M | 1.45% | 9,371 | 增持 |
| 20 | VNQ | VANGUARD INDEX FDS | $3.3M | 1.44% | 34,112 | 增持 |
| 21 | VXUS | VANGUARD STAR FDS | $3.1M | 1.35% | 36,219 | 增持 |
| 22 | IEFA | ISHARES TR | $3.1M | 1.34% | 31,741 | 增持 |
| 23 | URTH | ISHARES INC | $2.7M | 1.19% | 13,435 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.16% | 8,142 | 持平 |
| 25 | FNDX | SCHWAB STRATEGIC TR | $2.5M | 1.11% | 81,671 | 减持 |
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