Auxano Advisors, LLC 13F 持仓 · 2026年Q2
Auxano Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 207 只证券，申报市值合计 5.28 亿美元。前几大持仓：AAPL（11.41%）、MSFT（9.32%）、QLTY（7.50%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $60.2M | 11.41% | 208,116 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $49.2M | 9.32% | 131,823 | 增持 |
| 3 | QLTY | GMO ETF TRUST | $39.6M | 7.50% | 950,941 | 减持 |
| 4 | AMZN | AMAZON COM INC | $28.7M | 5.44% | 120,523 | 减持 |
| 5 | PHYS | SPROTT ASSET MANAGEMENT LP | $28.1M | 5.32% | 929,843 | 减持 |
| 6 | COST | COSTCO WHOLESALE CORPORATION | $21.9M | 4.14% | 23,358 | 减持 |
| 7 | IWB | ISHARES TR | $20.2M | 3.83% | 49,421 | 减持 |
| 8 | TSLA | TESLA INC | $17.3M | 3.28% | 41,106 | 减持 |
| 9 | JMST | J P MORGAN EXCHANGE TRADED F | $12.1M | 2.29% | 237,243 | 减持 |
| 10 | GOOGL | ALPHABET INC | $10.3M | 1.94% | 28,713 | 减持 |
| 11 | RPG | INVESCO EXCHANGE TRADED FD T | $8.8M | 1.66% | 137,391 | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $8.7M | 1.64% | 43,318 | 增持 |
| 13 | IQLT | ISHARES TR | $8.0M | 1.52% | 161,497 | 增持 |
| 14 | VTV | VANGUARD INDEX FDS | $7.2M | 1.37% | 33,119 | 增持 |
| 15 | AVUS | AMERICAN CENTY ETF TR | $7.1M | 1.35% | 55,809 | 减持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $5.8M | 1.10% | 7,763 | 增持 |
| 17 | IVV | ISHARES TR | $5.7M | 1.08% | 7,636 | 增持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $4.5M | 0.86% | 142,772 | 增持 |
| 19 | JVAL | J P MORGAN EXCHANGE TRADED F | $4.2M | 0.80% | 71,797 | 增持 |
| 20 | FNDF | SCHWAB STRATEGIC TR | $3.9M | 0.74% | 73,848 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $3.9M | 0.73% | 15,216 | 减持 |
| 22 | NEM | NEWMONT CORP | $3.9M | 0.73% | 41,366 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $3.7M | 0.70% | 11,259 | 增持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.6M | 0.69% | 7,241 | 减持 |
| 25 | AVUV | AMERICAN CENTY ETF TR | $3.6M | 0.68% | 28,898 | 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