Breakthru Advisory Services, LLC 13F 持仓 · 2026年Q2
Breakthru Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 14 只证券，申报市值合计 2,977.67 万美元。前几大持仓：SPY（18.12%）、JMTG（14.33%）、IWM（12.76%）。本季前 25 大持仓中：减持 11 只、清仓 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $5.4M | 18.12% | 7,226 | 减持 |
| 2 | JMTG | J P MORGAN EXCHANGE TRADED F | $4.3M | 14.33% | 84,183 | 减持 |
| 3 | IWM | ISHARES TR | $3.8M | 12.76% | 12,642 | 减持 |
| 4 | EFA | ISHARES TR | $3.8M | 12.65% | 36,260 | 持平 |
| 5 | IVV | ISHARES TR | $2.5M | 8.38% | 3,333 | 减持 |
| 6 | ESN | NORTHERN LTS FD TR II | $2.4M | 7.89% | 118,222 | 减持 |
| 7 | SGOV | ISHARES TR | $1.8M | 6.18% | 18,280 | 减持 |
| 8 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.7M | 5.80% | 47,275 | 减持 |
| 9 | QQQ | INVESCO QQQ TR | $1.7M | 5.57% | 2,253 | 减持 |
| 10 | XAR | SPDR SERIES TRUST | $758,571 | 2.55% | 2,673 | 减持 |
| 11 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | $714,930 | 2.40% | 10,489 | 减持 |
| 12 | SCHZ | SCHWAB STRATEGIC TR | $449,670 | 1.51% | 19,441 | 持平 |
| 13 | STCE | SCHWAB STRATEGIC TR | $291,342 | 0.98% | 4,165 | 减持 |
| 14 | SCYB | SCHWAB STRATEGIC TR | $261,617 | 0.88% | 9,993 | 持平 |
| 15 | AAPL | APPLE INC | $0 | 0.00% | 0 | 清仓 |
| 16 | ABBV | ABBVIE INC | $0 | 0.00% | 0 | 清仓 |
| 17 | ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | 清仓 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | 清仓 |
| 19 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | 清仓 |
| 20 | APH | AMPHENOL CORP | $0 | 0.00% | 0 | 清仓 |
| 21 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | 清仓 |
| 22 | BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | 清仓 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | 清仓 |
| 24 | CAT | CATERPILLAR INC | $0 | 0.00% | 0 | 清仓 |
| 25 | COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | 清仓 |
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