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Aventus Investment Advisors, Inc. 13F 持仓 · 2026年Q3

Aventus Investment Advisors 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 173 只证券,申报市值合计 1.37 亿美元。前几大持仓:QUAL(20.78%)、RSPT(8.64%)、EFG(8.54%)。本季前 25 大持仓中:增持 13 只、减持 11 只。

排名代码公司市值占组合股数变动
1QUALISHARES MSCI USA QUALITY FACTOR ETF$28.4M20.78%127,975减持
2RSPTINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF$11.8M8.64%179,456减持
3EFGISHARES MSCI EAFE GROWTH ETF$11.7M8.54%97,577增持
4XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$9.9M7.25%50,691减持
5AGGISHARES CORE U.S. AGGREGATE BOND ETF$8.5M6.22%89,996增持
6VGSHVANGUARD SHORT-TERM TREASURY ETF$8.5M6.20%147,522增持
7XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF$7.5M5.50%140,971减持
8SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF$6.1M4.49%49,965增持
9IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$5.2M3.78%100,911增持
10XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$3.0M2.22%18,009增持
11SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF$2.8M2.04%77,791减持
12IEMGISHARES CORE MSCI EMERGING MARKETS ETF$2.3M1.65%27,741增持
13AMZNAMAZON COM INC COM$2.2M1.57%8,644增持
14VUGVANGUARD MORNINGSTAR GROWTH ETF$2.1M1.56%23,727减持
15IFRAISHARES U.S. INFRASTRUCTURE ETF$2.0M1.45%36,013减持
16VGTVANGUARD INFORMATION TECHNOLOGY ETF$1.9M1.39%15,184减持
17MSFTMICROSOFT CORP COM$1.7M1.21%3,226增持
18AVGOBROADCOM INC COM$1.6M1.15%4,464增持
19PFFISHARES PREFERRED & INCOME SECURITIES ETF$1.5M1.07%49,454减持
20GOOGLALPHABET INC CAP STK CL A$1.4M1.06%4,210增持
21IVVISHARES CORE S&P 500 ETF$1.4M0.99%1,768持平
22NVDANVIDIA CORPORATION COM$1.3M0.95%5,697增持
23METAMETA PLATFORMS INC CL A$1.2M0.90%1,704增持
24SCHOSCHWAB SHORT-TERM US TREASURY ETF$1.2M0.89%50,842减持
25BINCISHARES FLEXIBLE INCOME ACTIVE ETF$1.2M0.85%22,971减持

来源:SEC 13F 申报文件 · 截至 2026-09-30

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