Encompass Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Encompass Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 109 只证券，申报市值合计 3.28 亿美元。前几大持仓：IVW（15.43%）、IVE（12.00%）、IEFA（8.51%）。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 | IVW | ISHARES TR | $50.7M | 15.43% | 368,443 | 减持 |
| 2 | IVE | ISHARES TR | $39.4M | 12.00% | 173,558 | 增持 |
| 3 | IEFA | ISHARES TR | $28.0M | 8.51% | 289,422 | 增持 |
| 4 | IJR | ISHARES TR | $21.7M | 6.62% | 146,567 | 减持 |
| 5 | IJH | ISHARES TR | $17.3M | 5.26% | 224,214 | 增持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $11.6M | 3.52% | 228,437 | 增持 |
| 7 | AAPL | APPLE INC | $10.9M | 3.31% | 37,570 | 减持 |
| 8 | IEMG | ISHARES INC | $8.5M | 2.59% | 102,790 | 增持 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $8.3M | 2.52% | 116,358 | 减持 |
| 10 | LRCX | LAM RESEARCH CORP | $7.8M | 2.38% | 18,040 | 增持 |
| 11 | SCZ | ISHARES TR | $7.7M | 2.35% | 93,904 | 增持 |
| 12 | ABNB | AIRBNB INC | $7.5M | 2.29% | 52,499 | 减持 |
| 13 | VOOG | VANGUARD ADMIRAL FDS INC | $6.3M | 1.91% | 75,745 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $5.9M | 1.80% | 15,836 | 增持 |
| 15 | MGK | VANGUARD WORLD FD | $4.6M | 1.41% | 52,836 | 增持 |
| 16 | MGV | VANGUARD WORLD FD | $4.6M | 1.40% | 28,231 | 增持 |
| 17 | ASTS | AST SPACEMOBILE INC | $4.0M | 1.23% | 45,441 | 减持 |
| 18 | IVV | ISHARES TR | $3.9M | 1.19% | 5,217 | 减持 |
| 19 | VO | VANGUARD INDEX FDS | $3.5M | 1.08% | 43,848 | 增持 |
| 20 | AMZN | AMAZON COM INC | $3.5M | 1.06% | 14,667 | 减持 |
| 21 | VNQ | VANGUARD INDEX FDS | $3.4M | 1.05% | 35,621 | 减持 |
| 22 | VOOV | VANGUARD ADMIRAL FDS INC | $3.4M | 1.04% | 15,581 | 减持 |
| 23 | VB | VANGUARD INDEX FDS | $3.3M | 0.99% | 10,766 | 减持 |
| 24 | KLAC | KLA CORP | $2.7M | 0.84% | 9,110 | 增持 |
| 25 | NVDA | NVIDIA CORPORATION | $2.7M | 0.83% | 13,593 | 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