FRG Family Wealth Advisors LLC 13F 持仓 · 2026年Q1
FRG Family Wealth Advisors 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 154 只证券，申报市值合计 6.11 亿美元。前几大持仓：MSFT（8.66%）、VTI（7.03%）、AMZN（5.69%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $52.8M | 8.66% | 142,760 | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $42.9M | 7.03% | 133,812 | 减持 |
| 3 | AMZN | AMAZON COM INC | $34.7M | 5.69% | 166,748 | 减持 |
| 4 | AVGO | BROADCOM INC | $27.1M | 4.44% | 87,589 | 减持 |
| 5 | AMAT | APPLIED MATLS INC | $26.1M | 4.28% | 76,453 | 减持 |
| 6 | GOOGL | ALPHABET INC | $26.1M | 4.28% | 90,790 | 减持 |
| 7 | AAPL | APPLE INC | $22.8M | 3.73% | 89,749 | 减持 |
| 8 | SCHG | SCHWAB STRATEGIC TR | $18.7M | 3.06% | 641,988 | 减持 |
| 9 | WMT | WALMART INC | $16.1M | 2.63% | 129,427 | 减持 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $14.5M | 2.37% | 67,389 | 减持 |
| 11 | BA | BOEING CO | $14.1M | 2.31% | 70,805 | 增持 |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $13.3M | 2.18% | 27,722 | 减持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $12.9M | 2.10% | 12,897 | 减持 |
| 14 | JPST | J P MORGAN EXCHANGE TRADED F | $12.3M | 2.01% | 242,641 | 增持 |
| 15 | SCHD | SCHWAB STRATEGIC TR | $10.0M | 1.63% | 325,196 | 减持 |
| 16 | CAT | CATERPILLAR INC | $9.7M | 1.59% | 13,717 | 减持 |
| 17 | RSPT | INVESCO EXCHANGE TRADED FD T | $9.1M | 1.49% | 200,900 | 减持 |
| 18 | DE | DEERE & CO | $8.9M | 1.46% | 15,830 | 减持 |
| 19 | LLY | ELI LILLY & CO | $7.6M | 1.24% | 8,209 | 减持 |
| 20 | VYMI | VANGUARD WHITEHALL FDS | $7.2M | 1.18% | 76,550 | 增持 |
| 21 | PG | PROCTER & GAMBLE CO | $7.2M | 1.17% | 49,537 | 减持 |
| 22 | SMH | VANECK ETF TRUST | $7.1M | 1.16% | 18,529 | 增持 |
| 23 | JNJ | JOHNSON & JOHNSON | $6.9M | 1.12% | 28,074 | 减持 |
| 24 | V | VISA INC | $6.5M | 1.07% | 21,604 | 减持 |
| 25 | IJH | ISHARES TR | $6.3M | 1.04% | 93,612 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
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