AssuredPartners Investment Advisors, LLC 13F 持仓 · 2026年Q2
AssuredPartners Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 414 只证券，申报市值合计 10.34 亿美元。前几大持仓：XMMO（3.10%）、FBCG（2.55%）、AAPL（2.49%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XMMO | INVESCO EXCHANGE TRADED FD T | $32.1M | 3.10% | 188,397 | 增持 |
| 2 | FBCG | FIDELITY COVINGTON TRUST | $26.3M | 2.55% | 423,883 | 增持 |
| 3 | AAPL | APPLE INC | $25.7M | 2.49% | 88,885 | 增持 |
| 4 | VV | VANGUARD INDEX FDS | $24.9M | 2.41% | 72,462 | 减持 |
| 5 | VOO | VANGUARD INDEX FDS | $24.5M | 2.37% | 35,640 | 增持 |
| 6 | FDVV | FIDELITY COVINGTON TRUST | $24.4M | 2.36% | 403,891 | 增持 |
| 7 | GOOGL | ALPHABET INC | $23.2M | 2.24% | 64,858 | 减持 |
| 8 | SPTM | SPDR SERIES TRUST | $22.9M | 2.22% | 252,181 | 增持 |
| 9 | MU | MICRON TECHNOLOGY INC | $22.6M | 2.19% | 19,593 | 减持 |
| 10 | NVDA | NVIDIA CORPORATION | $19.0M | 1.84% | 94,886 | 减持 |
| 11 | IXUS | ISHARES TR | $16.8M | 1.62% | 175,684 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $16.6M | 1.61% | 44,601 | 增持 |
| 13 | SMLF | ISHARES TR | $14.7M | 1.43% | 165,459 | 增持 |
| 14 | FSMD | FIDELITY COVINGTON TRUST | $13.1M | 1.27% | 248,292 | 增持 |
| 15 | DFAC | DIMENSIONAL ETF TRUST | $12.8M | 1.24% | 289,397 | 增持 |
| 16 | JPM | JPMORGAN CHASE & CO | $12.8M | 1.24% | 39,170 | 减持 |
| 17 | CSCO | CISCO SYS INC | $12.0M | 1.16% | 101,941 | 减持 |
| 18 | AMZN | AMAZON COM INC | $11.9M | 1.15% | 49,966 | 增持 |
| 19 | IHDG | WISDOMTREE TR | $10.8M | 1.04% | 205,876 | 增持 |
| 20 | LHX | L3HARRIS TECHNOLOGIES INC | $10.1M | 0.97% | 34,621 | 增持 |
| 21 | DEM | WISDOMTREE TR | $9.3M | 0.90% | 172,446 | 增持 |
| 22 | AVGO | BROADCOM INC | $8.7M | 0.84% | 22,926 | 减持 |
| 23 | TSLA | TESLA INC | $8.7M | 0.84% | 20,666 | 增持 |
| 24 | XOM | EXXON MOBIL CORP | $8.5M | 0.83% | 62,422 | 增持 |
| 25 | DFSD | DIMENSIONAL ETF TRUST | $8.5M | 0.82% | 177,901 | 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