Atlanta Consulting Group Advisors, LLC 13F 持仓 · 2026年Q2
Atlanta Consulting Group Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 185 只证券,申报市值合计 6.31 亿美元。前几大持仓:IJR(11.59%)、IVV(10.20%)、RSP(7.40%)。本季前 25 大持仓中:新建仓 1 只、增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $73.1M | 11.59% | 492,883 | 增持 |
| 2 | IVV | ISHARES TR | $64.3M | 10.20% | 85,882 | 增持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $46.7M | 7.40% | 219,378 | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $36.4M | 5.78% | 53,048 | 增持 |
| 5 | IJH | ISHARES TR | $35.1M | 5.56% | 455,097 | 增持 |
| 6 | ARLP | ALLIANCE RESOURCE PARTNERS L | $28.3M | 4.48% | 1.2M | 减持 |
| 7 | IEMG | ISHARES INC | $23.6M | 3.74% | 285,160 | 减持 |
| 8 | EAGL | 2023 ETF SERIES TRUST | $18.2M | 2.88% | 565,484 | 减持 |
| 9 | AVUV | AMERICAN CENTY ETF TR | $15.0M | 2.37% | 120,060 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO | $14.8M | 2.35% | 45,339 | 增持 |
| 11 | XOM | EXXON MOBIL CORP | $11.7M | 1.85% | 85,548 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.8M | 1.71% | 21,555 | 增持 |
| 13 | WCMI | FIRST TR EXCHANGE-TRADED FD | $8.5M | 1.34% | 433,206 | 新建仓 |
| 14 | MSFT | MICROSOFT CORP | $8.2M | 1.30% | 21,978 | 增持 |
| 15 | PG | PROCTER & GAMBLE CO | $7.5M | 1.19% | 51,293 | 增持 |
| 16 | GOOG | ALPHABET INC | $7.2M | 1.13% | 20,258 | 增持 |
| 17 | AVEM | AMERICAN CENTY ETF TR | $7.0M | 1.11% | 72,383 | 增持 |
| 18 | KO | COCA COLA CO | $6.6M | 1.05% | 80,934 | 增持 |
| 19 | CHDN | CHURCHILL DOWNS INC | $6.4M | 1.01% | 70,973 | 减持 |
| 20 | IEFA | ISHARES TR | $6.0M | 0.95% | 62,176 | 增持 |
| 21 | AAPL | APPLE INC | $5.7M | 0.90% | 19,610 | 增持 |
| 22 | MRK | MERCK & CO INC | $5.2M | 0.83% | 40,446 | 增持 |
| 23 | JNJ | JOHNSON & JOHNSON | $5.0M | 0.79% | 19,551 | 增持 |
| 24 | SPMD | SPDR SERIES TRUST | $4.8M | 0.75% | 70,329 | 增持 |
| 25 | BX | BLACKSTONE INC | $4.5M | 0.71% | 37,839 | 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