Avantra Family Wealth, Inc. 13F 持仓 · 2026年Q2
Avantra Family Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 165 只证券，申报市值合计 1.57 亿美元。前几大持仓：AAPL（5.75%）、NVDA（4.17%）、AMZN（3.02%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.0M | 5.75% | 31,119 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $6.5M | 4.17% | 32,624 | 增持 |
| 3 | AMZN | AMAZON COM INC | $4.7M | 3.02% | 19,839 | 增持 |
| 4 | GJUN | FIRST TR EXCHNG TRADED FD VI | $4.5M | 2.86% | 108,930 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $4.4M | 2.80% | 11,753 | 增持 |
| 6 | FJUN | FIRST TR EXCHNG TRADED FD VI | $4.1M | 2.63% | 68,796 | 增持 |
| 7 | GOOGL | ALPHABET INC | $3.0M | 1.90% | 8,339 | 增持 |
| 8 | AVGO | BROADCOM INC | $3.0M | 1.89% | 7,831 | 增持 |
| 9 | C | CITIGROUP INC | $2.9M | 1.87% | 20,919 | 减持 |
| 10 | MU | MICRON TECHNOLOGY INC | $2.9M | 1.83% | 2,478 | 减持 |
| 11 | WFC | WELLS FARGO & CO | $2.6M | 1.68% | 31,856 | 减持 |
| 12 | IVV | ISHARES TR | $2.5M | 1.61% | 3,359 | 增持 |
| 13 | META | META PLATFORMS INC | $2.2M | 1.40% | 3,894 | 增持 |
| 14 | MPC | MARATHON PETE CORP | $2.1M | 1.33% | 8,141 | 减持 |
| 15 | QMMY | FIRST TR EXCHNG TRADED FD VI | $2.1M | 1.33% | 78,856 | 增持 |
| 16 | CVS | CVS HEALTH CORP | $2.0M | 1.29% | 19,525 | 增持 |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.0M | 1.27% | 4,183 | 减持 |
| 18 | GJUL | FIRST TR EXCHNG TRADED FD VI | $1.9M | 1.20% | 43,372 | 增持 |
| 19 | DYNF | BLACKROCK ETF TRUST | $1.8M | 1.14% | 26,192 | 减持 |
| 20 | CAT | CATERPILLAR INC | $1.7M | 1.11% | 1,638 | 增持 |
| 21 | IVE | ISHARES TR | $1.7M | 1.09% | 7,555 | 增持 |
| 22 | GOOG | ALPHABET INC | $1.7M | 1.08% | 4,777 | 增持 |
| 23 | YSEP | FIRST TR EXCHNG TRADED FD VI | $1.6M | 1.01% | 57,562 | 增持 |
| 24 | IVW | ISHARES TR | $1.5M | 0.94% | 10,699 | 新建仓 |
| 25 | BTI | BRITISH AMERN TOB PLC | $1.4M | 0.89% | 22,659 | 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