Avantax Advisory Services, Inc. 13F 持仓 · 最近申报 2025年Q2
Avantax Advisory Services 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 2,359 只证券，申报市值合计 181.98 亿美元。前几大持仓：IVV（6.29%）、VONG（6.08%）、AGG（5.05%）。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 | IVV | ISHARES TR | $1.14B | 6.29% | 1.8M | 减持 |
| 2 | VONG | VANGUARD SCOTTSDALE FDS | $1.11B | 6.08% | 10.1M | 减持 |
| 3 | AGG | ISHARES TR | $919.1M | 5.05% | 9.3M | 增持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $753.6M | 4.14% | 28.4M | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $583.4M | 3.21% | 3.3M | 减持 |
| 6 | IEFA | ISHARES TR | $549.8M | 3.02% | 6.6M | 减持 |
| 7 | VUG | VANGUARD INDEX FDS | $296.5M | 1.63% | 676,316 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $294.2M | 1.62% | 1.9M | 增持 |
| 9 | QQQ | INVESCO QQQ TR | $269.9M | 1.48% | 489,209 | 增持 |
| 10 | SPY | SPDR S&P 500 ETF TR | $267.8M | 1.47% | 433,504 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $258.2M | 1.42% | 519,005 | 增持 |
| 12 | AAPL | APPLE INC | $254.3M | 1.40% | 1.2M | 减持 |
| 13 | IWM | ISHARES TR | $197.8M | 1.09% | 916,552 | 增持 |
| 14 | AMZN | AMAZON COM INC | $169.3M | 0.93% | 771,600 | 增持 |
| 15 | SCHG | SCHWAB STRATEGIC TR | $159.7M | 0.88% | 5.5M | 增持 |
| 16 | IEMG | ISHARES INC | $128.8M | 0.71% | 2.1M | 增持 |
| 17 | IWF | ISHARES TR | $129.8M | 0.71% | 305,748 | 增持 |
| 18 | IVE | ISHARES TR | $109.5M | 0.60% | 560,577 | 增持 |
| 19 | SPTL | SPDR SERIES TRUST | $109.3M | 0.60% | 4.1M | 增持 |
| 20 | VOO | VANGUARD INDEX FDS | $109.0M | 0.60% | 191,870 | 增持 |
| 21 | COWZ | PACER FDS TR | $106.5M | 0.59% | 1.9M | 减持 |
| 22 | IJR | ISHARES TR | $106.5M | 0.59% | 974,377 | 增持 |
| 23 | IVW | ISHARES TR | $105.5M | 0.58% | 958,227 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $104.2M | 0.57% | 214,602 | 增持 |
| 25 | MUB | ISHARES TR | $98.5M | 0.54% | 943,092 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
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