Bigelow Investment Advisors, LLC 13F 持仓 · 2026年Q2
Bigelow Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 157 只证券，申报市值合计 2.76 亿美元。前几大持仓：IVV（7.07%）、SPY（4.90%）、VIG（4.31%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $19.5M | 7.07% | 26,068 | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $13.5M | 4.90% | 18,132 | 减持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $11.9M | 4.31% | 50,332 | 减持 |
| 4 | IAU | ISHARES GOLD TR | $9.6M | 3.47% | 126,904 | 减持 |
| 5 | HEFA | ISHARES TR | $8.0M | 2.90% | 170,956 | 增持 |
| 6 | IJH | ISHARES TR | $7.9M | 2.87% | 102,935 | 减持 |
| 7 | AAPL | APPLE INC | $7.6M | 2.77% | 26,409 | 增持 |
| 8 | IJR | ISHARES TR | $5.5M | 1.99% | 37,133 | 减持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $5.5M | 1.98% | 161,426 | 增持 |
| 10 | SCHX | SCHWAB STRATEGIC TR | $5.1M | 1.86% | 174,562 | 减持 |
| 11 | IGSB | ISHARES TR | $5.1M | 1.85% | 97,430 | 增持 |
| 12 | SCHO | SCHWAB STRATEGIC TR | $5.0M | 1.81% | 206,562 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $4.8M | 1.74% | 24,003 | 增持 |
| 14 | EMXC | ISHARES INC | $4.7M | 1.72% | 46,350 | 增持 |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.7M | 1.71% | 129,658 | 减持 |
| 16 | GOOGL | ALPHABET INC | $4.5M | 1.61% | 12,457 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $4.3M | 1.55% | 11,460 | 增持 |
| 18 | JNJ | JOHNSON & JOHNSON | $4.2M | 1.51% | 16,425 | 增持 |
| 19 | MBB | ISHARES TR | $4.0M | 1.44% | 42,212 | 减持 |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 1.42% | 18,461 | 增持 |
| 21 | IEFA | ISHARES TR | $3.8M | 1.36% | 38,971 | 减持 |
| 22 | GOOG | ALPHABET INC | $3.7M | 1.33% | 10,369 | 减持 |
| 23 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.26% | 10,630 | 增持 |
| 24 | AGG | ISHARES TR | $3.2M | 1.15% | 32,005 | 减持 |
| 25 | AXP | AMERICAN EXPRESS CO | $2.9M | 1.03% | 8,441 | 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