CWC Advisors, LLC. 13F 持仓 · 2026年Q2
CWC Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 152 只证券，申报市值合计 2.25 亿美元。前几大持仓：VUSB（5.24%）、AVGO（3.41%）、AAPL（3.31%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUSB | VANGUARD BD INDEX FDS | $11.8M | 5.24% | 237,265 | 增持 |
| 2 | AVGO | BROADCOM INC | $7.7M | 3.41% | 20,354 | 减持 |
| 3 | AAPL | APPLE INC | $7.5M | 3.31% | 25,804 | 减持 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $7.4M | 3.27% | 125,048 | 增持 |
| 5 | CLOI | VANECK ETF TRUST | $7.2M | 3.18% | 135,390 | 增持 |
| 6 | TLT | ISHARES TR | $6.1M | 2.70% | 70,278 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $6.1M | 2.69% | 30,332 | 减持 |
| 8 | CWI | SPDR INDEX SHS FDS | $5.5M | 2.44% | 135,144 | 减持 |
| 9 | FLTR | VANECK ETF TRUST | $5.5M | 2.42% | 213,211 | 增持 |
| 10 | MBSF | VALUED ADVISERS TR | $5.4M | 2.41% | 211,437 | 增持 |
| 11 | SPAB | SPDR SERIES TRUST | $5.0M | 2.20% | 194,070 | 增持 |
| 12 | VGSH | VANGUARD SCOTTSDALE FDS | $5.0M | 2.20% | 85,066 | 增持 |
| 13 | IVW | ISHARES TR | $4.9M | 2.17% | 35,590 | 增持 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $4.9M | 2.16% | 61,693 | 增持 |
| 15 | XLE | SELECT SECTOR SPDR TR | $4.2M | 1.87% | 79,149 | 减持 |
| 16 | VBR | VANGUARD INDEX FDS | $4.0M | 1.76% | 16,337 | 减持 |
| 17 | QQQ | INVESCO QQQ TR | $3.9M | 1.72% | 5,274 | 减持 |
| 18 | CLOZ | SERIES PORTFOLIOS TR | $3.8M | 1.67% | 142,226 | 减持 |
| 19 | AMG | AFFILIATED MANAGERS GROUP | $3.7M | 1.64% | 10,932 | 减持 |
| 20 | IWM | ISHARES TR | $3.3M | 1.48% | 11,104 | 减持 |
| 21 | XLV | SELECT SECTOR SPDR TR | $3.3M | 1.46% | 20,702 | 减持 |
| 22 | WAB | WABTEC | $3.0M | 1.35% | 11,284 | 减持 |
| 23 | GS | GOLDMAN SACHS GROUP INC | $3.0M | 1.32% | 2,935 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $2.9M | 1.27% | 7,657 | 减持 |
| 25 | UNH | UNITEDHEALTH GROUP INC | $2.9M | 1.27% | 6,879 | 减持 |
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