Excelsior Advisor Network LLC 13F 持仓 · 2026年Q2
Excelsior Advisor Network 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 452 只证券，申报市值合计 7.59 亿美元。前几大持仓：FFIN（4.43%）、AAPL（3.01%）、NVDA（2.82%）。本季前 25 大持仓中：新建仓 2 只、增持 22 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FFIN | FIRST FINL BANKSHARES INC | $33.6M | 4.43% | 971,806 | 增持 |
| 2 | AAPL | APPLE INC | $22.9M | 3.01% | 78,977 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $21.4M | 2.82% | 107,195 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $20.5M | 2.70% | 55,006 | 增持 |
| 5 | FVD | FIRST TR EXCHANGE-TRADED FD | $18.1M | 2.38% | 374,997 | 新建仓 |
| 6 | AMZN | AMAZON COM INC | $14.9M | 1.96% | 62,543 | 增持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $13.5M | 1.78% | 190,161 | 减持 |
| 8 | IAU | ISHARES GOLD TR | $10.4M | 1.36% | 137,167 | 增持 |
| 9 | TRGP | TARGA RES CORP | $10.3M | 1.35% | 38,340 | 新建仓 |
| 10 | ABBV | ABBVIE INC | $10.0M | 1.32% | 39,935 | 增持 |
| 11 | WFC | WELLS FARGO & CO | $9.8M | 1.29% | 118,235 | 增持 |
| 12 | XOM | EXXON MOBIL CORP | $9.6M | 1.26% | 69,981 | 增持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $9.0M | 1.19% | 12,074 | 增持 |
| 14 | GOOGL | ALPHABET INC | $8.8M | 1.16% | 24,697 | 增持 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $8.6M | 1.14% | 36,537 | 增持 |
| 16 | JNJ | JOHNSON & JOHNSON | $8.5M | 1.12% | 33,502 | 增持 |
| 17 | VTV | VANGUARD INDEX FDS | $8.5M | 1.12% | 39,071 | 增持 |
| 18 | LLY | ELI LILLY & CO | $8.0M | 1.05% | 6,660 | 增持 |
| 19 | SCHD | SCHWAB STRATEGIC TR | $8.0M | 1.05% | 250,849 | 增持 |
| 20 | ET | ENERGY TRANSFER L P | $7.9M | 1.04% | 412,459 | 增持 |
| 21 | META | META PLATFORMS INC | $7.8M | 1.02% | 13,795 | 增持 |
| 22 | VO | VANGUARD INDEX FDS | $7.7M | 1.01% | 95,219 | 增持 |
| 23 | IOVA | IOVANCE BIOTHERAPEUTICS INC | $7.4M | 0.98% | 1.8M | 增持 |
| 24 | VB | VANGUARD INDEX FDS | $7.1M | 0.94% | 23,535 | 增持 |
| 25 | ITA | ISHARES TR | $7.0M | 0.92% | 28,932 | 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