Atlantic Family Wealth, LLC 13F 持仓 · 2026年Q2
Atlantic Family Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 64 只证券，申报市值合计 1.56 亿美元。前几大持仓：IVV（25.20%）、CDL（18.91%）、CDC（18.29%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $39.4M | 25.20% | 52,589 | 增持 |
| 2 | CDL | VICTORY PORTFOLIOS II | $29.6M | 18.91% | 381,018 | 增持 |
| 3 | CDC | VICTORY PORTFOLIOS II | $28.6M | 18.29% | 384,423 | 增持 |
| 4 | IVW | ISHARES TR | $9.3M | 5.96% | 67,776 | 减持 |
| 5 | VGT | VANGUARD WORLD FD | $8.3M | 5.28% | 69,066 | 增持 |
| 6 | VFLO | VICTORY PORTFOLIOS II | $6.7M | 4.29% | 146,408 | 增持 |
| 7 | COWG | PACER FDS TR | $5.7M | 3.62% | 140,972 | 增持 |
| 8 | COWZ | PACER FDS TR | $2.6M | 1.69% | 42,381 | 增持 |
| 9 | PPA | INVESCO EXCHANGE TRADED FD T | $1.8M | 1.16% | 10,278 | 增持 |
| 10 | VBK | VANGUARD INDEX FDS | $1.6M | 1.04% | 4,427 | 减持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.6M | 1.01% | 3,163 | 持平 |
| 12 | AAPL | APPLE INC | $1.3M | 0.84% | 4,563 | 持平 |
| 13 | NVDA | NVIDIA CORPORATION | $1.1M | 0.71% | 5,587 | 持平 |
| 14 | AMZN | AMAZON COM INC | $872,087 | 0.56% | 3,659 | 增持 |
| 15 | BIV | VANGUARD BD INDEX FDS | $871,850 | 0.56% | 11,367 | 减持 |
| 16 | AGG | ISHARES TR | $816,883 | 0.52% | 8,253 | 增持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $657,846 | 0.42% | 880 | 减持 |
| 18 | GLD | SPDR GOLD TR | $570,254 | 0.36% | 1,548 | 增持 |
| 19 | VOO | VANGUARD INDEX FDS | $569,756 | 0.36% | 829 | 新建仓 |
| 20 | DGRO | ISHARES TR | $547,962 | 0.35% | 7,230 | 持平 |
| 21 | QQQ | INVESCO QQQ TR | $497,081 | 0.32% | 675 | 增持 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $502,108 | 0.32% | 2,122 | 持平 |
| 23 | ENB | ENBRIDGE INC | $430,698 | 0.28% | 7,945 | 持平 |
| 24 | PNC | PNC FINL SVCS GROUP INC | $440,733 | 0.28% | 1,790 | 增持 |
| 25 | USB | US BANCORP | $434,457 | 0.28% | 7,193 | 持平 |
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