Forty-three Eighteen Advisors, LLC 13F 持仓 · 2026年Q2
Forty-three Eighteen Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 1.49 亿美元。前几大持仓：WMT（7.04%）、FTSM（6.87%）、CAT（6.65%）。本季前 25 大持仓中：新建仓 2 只、增持 6 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $10.5M | 7.04% | 92,326 | 减持 |
| 2 | FTSM | FIRST TR EXCHANGE-TRADED FD | $10.2M | 6.87% | 170,876 | 增持 |
| 3 | CAT | CATERPILLAR INC | $9.9M | 6.65% | 9,275 | 增持 |
| 4 | AAPL | APPLE INC | $9.1M | 6.10% | 31,321 | 增持 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $7.6M | 5.12% | 10,192 | 减持 |
| 6 | AMAT | APPLIED MATLS INC | $7.0M | 4.73% | 9,720 | 减持 |
| 7 | PJAN | INNOVATOR ETFS TRUST | $7.0M | 4.72% | 141,858 | 减持 |
| 8 | OCTW | AIM ETF PRODUCTS TRUST | $4.8M | 3.22% | 117,113 | 减持 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $3.8M | 2.59% | 6,620 | 新建仓 |
| 10 | R | RYDER SYS INC | $3.3M | 2.23% | 12,592 | 持平 |
| 11 | MSFT | MICROSOFT CORP | $3.3M | 2.22% | 8,864 | 增持 |
| 12 | TER | TERADYNE INC | $3.3M | 2.21% | 6,796 | 减持 |
| 13 | CIEN | CIENA CORP | $3.3M | 2.20% | 6,673 | 减持 |
| 14 | JNJ | JOHNSON & JOHNSON | $3.2M | 2.15% | 12,555 | 持平 |
| 15 | MRK | MERCK & CO INC | $2.9M | 1.94% | 22,442 | 增持 |
| 16 | BND | VANGUARD BD INDEX FDS | $2.8M | 1.90% | 38,464 | 减持 |
| 17 | GOOGL | ALPHABET INC | $2.4M | 1.64% | 6,818 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $2.4M | 1.64% | 7,437 | 减持 |
| 19 | BEN | FRANKLIN RESOURCES INC | $2.2M | 1.50% | 66,901 | 持平 |
| 20 | EIX | EDISON INTL | $2.1M | 1.40% | 27,960 | 新建仓 |
| 21 | ADM | ARCHER DANIELS MIDLAND CO | $2.1M | 1.38% | 26,921 | 增持 |
| 22 | NJAN | INNOVATOR ETFS TRUST | $2.0M | 1.37% | 34,569 | 持平 |
| 23 | MPWR | MONOLITHIC PWR SYS INC | $2.0M | 1.36% | 1,459 | 减持 |
| 24 | NAPR | INNOVATOR ETFS TRUST | $2.0M | 1.36% | 34,166 | 持平 |
| 25 | QQQ | INVESCO QQQ TR | $2.0M | 1.33% | 2,694 | 持平 |
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