Auctus Advisors LLC 13F 持仓 · 2026年Q2
Auctus Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 34 只证券,申报市值合计 1.19 亿美元。前几大持仓:PVAL(40.49%)、WINN(38.64%)、AAPL(7.51%)。本季前 25 大持仓中:新建仓 2 只、增持 7 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PVAL | PUTNAM ETF TRUST | $48.1M | 40.49% | 944,825 | 减持 |
| 2 | WINN | HARBOR ETF TRUST | $45.9M | 38.64% | 1.4M | 增持 |
| 3 | AAPL | APPLE INC | $8.9M | 7.51% | 30,856 | 减持 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $2.5M | 2.11% | 49,605 | 增持 |
| 5 | GOOG | ALPHABET INC | $1.0M | 0.88% | 2,953 | 减持 |
| 6 | WFC | WELLS FARGO & CO | $1.1M | 0.88% | 12,724 | 减持 |
| 7 | CL | COLGATE PALMOLIVE CO | $916,800 | 0.77% | 10,000 | 持平 |
| 8 | MSFT | MICROSOFT CORP | $705,008 | 0.59% | 1,890 | 减持 |
| 9 | CGUS | CAPITAL GROUP CORE EQUITY ET | $617,738 | 0.52% | 13,888 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $620,079 | 0.52% | 3,099 | 持平 |
| 11 | OC | OWENS CORNING NEW | $616,924 | 0.52% | 3,881 | 减持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $591,083 | 0.50% | 17,467 | 增持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $584,456 | 0.49% | 1,168 | 减持 |
| 14 | NKE | NIKE INC | $496,664 | 0.42% | 12,099 | 持平 |
| 15 | IEFA | ISHARES TR | $466,771 | 0.39% | 4,833 | 持平 |
| 16 | AVGO | BROADCOM INC | $434,413 | 0.37% | 1,150 | 持平 |
| 17 | GOOGL | ALPHABET INC | $443,854 | 0.37% | 1,242 | 持平 |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $431,545 | 0.36% | 8,757 | 增持 |
| 19 | COF | CAPITAL ONE FINL CORP | $401,240 | 0.34% | 2,000 | 减持 |
| 20 | JPM | JPMORGAN CHASE & CO | $381,339 | 0.32% | 1,165 | 持平 |
| 21 | SCHX | SCHWAB STRATEGIC TR | $336,355 | 0.28% | 11,429 | 持平 |
| 22 | VO | VANGUARD INDEX FDS | $324,536 | 0.27% | 4,028 | 增持 |
| 23 | MINT | PIMCO ETF TR | $300,918 | 0.25% | 2,985 | 新建仓 |
| 24 | SCUS | SCHWAB STRATEGIC TR | $300,287 | 0.25% | 11,928 | 新建仓 |
| 25 | AMZN | AMAZON COM INC | $285,293 | 0.24% | 1,197 | 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