Center for Wealth Management Advisory 13F 持仓 · 2026年Q2
Center for Wealth Management Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 1.59 亿美元。前几大持仓：PWB（21.62%）、FDL（8.85%）、SMH（6.59%）。本季前 25 大持仓中：新建仓 3 只、增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PWB | INVESCO EXCHANGE TRADED FD T | $34.4M | 21.62% | 204,459 | 减持 |
| 2 | FDL | FIRST TR EXCHANGE-TRADED FD | $14.1M | 8.85% | 289,599 | 增持 |
| 3 | SMH | VANECK ETF TRUST | $10.5M | 6.59% | 16,009 | 减持 |
| 4 | ILCB | ISHARES TR | $9.7M | 6.10% | 93,790 | 增持 |
| 5 | FVD | FIRST TR EXCHANGE-TRADED FD | $8.8M | 5.55% | 183,653 | 增持 |
| 6 | AAPL | APPLE INC | $4.5M | 2.83% | 15,603 | 增持 |
| 7 | AVGO | BROADCOM INC | $3.2M | 2.04% | 8,593 | 增持 |
| 8 | IWB | ISHARES TR | $3.1M | 1.95% | 7,599 | 减持 |
| 9 | MS | MORGAN STANLEY | $2.7M | 1.69% | 12,874 | 增持 |
| 10 | JNJ | JOHNSON & JOHNSON | $2.7M | 1.67% | 10,457 | 增持 |
| 11 | UNH | UNITEDHEALTH GROUP INC | $2.4M | 1.53% | 5,850 | 减持 |
| 12 | BAC | BANK OF AMER CORP | $2.4M | 1.50% | 41,890 | 新建仓 |
| 13 | MRK | MERCK & CO INC | $2.3M | 1.43% | 17,696 | 增持 |
| 14 | BNY | BANK OF NY MELLON CORP | $2.2M | 1.37% | 15,052 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $2.1M | 1.34% | 5,734 | 增持 |
| 16 | PNC | PNC FINL SVCS GROUP INC | $2.1M | 1.34% | 8,678 | 新建仓 |
| 17 | NKE | NIKE INC | $2.0M | 1.27% | 49,120 | 新建仓 |
| 18 | USB | US BANCORP | $2.0M | 1.27% | 33,506 | 增持 |
| 19 | DUK | DUKE ENERGY CORP NEW | $2.0M | 1.23% | 15,541 | 增持 |
| 20 | KO | COCA COLA CO | $1.9M | 1.22% | 23,983 | 增持 |
| 21 | ELV | ELEVANCE HEALTH INC FORMERLY | $1.9M | 1.21% | 4,993 | 减持 |
| 22 | VZ | VERIZON COMMUNICATIONS INC | $1.9M | 1.18% | 44,250 | 增持 |
| 23 | LMT | LOCKHEED MARTIN CORP | $1.9M | 1.17% | 3,647 | 增持 |
| 24 | MDLZ | MONDELEZ INTL INC | $1.9M | 1.17% | 32,163 | 增持 |
| 25 | CI | THE CIGNA GROUP | $1.8M | 1.15% | 6,633 | 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