Gaddis Premier Wealth Advisors LLC 13F 持仓 · 2026年Q2

Gaddis Premier Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 98 只证券，申报市值合计 1.65 亿美元。前几大持仓：IHDG（10.52%）、CGDV（8.70%）、DGRW（8.12%）。本季前 25 大持仓中：增持 25 只。

排名	代码	公司	市值	占组合	股数	变动
1	IHDG	WISDOMTREE TR	$17.3M	10.52%	330,551	增持
2	CGDV	CAPITAL GROUP DIVIDEND VALUE	$14.3M	8.70%	290,462	增持
3	DGRW	WISDOMTREE TR	$13.4M	8.12%	139,810	增持
4	RDVY	FIRST TR EXCHANGE TRADED FD	$11.0M	6.67%	135,538	增持
5	FFSM	FIDELITY COVINGTON TRUST	$9.2M	5.60%	241,185	增持
6	SDVY	FIRST TR EXCHANGE TRADED FD	$7.1M	4.28%	163,435	增持
7	AIRR	FIRST TR EXCHANGE TRADED FD	$7.0M	4.25%	52,460	增持
8	UCON	FIRST TR EXCHNG TRADED FD VI	$6.5M	3.97%	262,644	增持
9	CIBR	FIRST TR EXCHANGE-TRADED FD	$6.5M	3.95%	72,397	增持
10	PTLC	PACER FDS TR	$6.4M	3.86%	109,094	增持
11	GRID	FIRST TR EXCHANGE-TRADED FD	$6.2M	3.78%	32,422	增持
12	NVDA	NVIDIA CORPORATION	$3.1M	1.88%	15,453	增持
13	FBCG	FIDELITY COVINGTON TRUST	$2.6M	1.55%	41,090	增持
14	QQQ	INVESCO QQQ TR	$2.3M	1.42%	3,182	增持
15	AAPL	APPLE INC	$2.2M	1.35%	7,655	增持
16	JHMM	JOHN HANCOCK EXCHANGE TRADED	$1.8M	1.12%	24,489	增持
17	OGE	OGE ENERGY CORP	$1.7M	1.06%	35,849	增持
18	VOO	VANGUARD INDEX FDS	$1.6M	0.99%	2,378	增持
19	CRS	CARPENTER TECHNOLOGY CORP	$1.4M	0.85%	2,256	增持
20	MSFT	MICROSOFT CORP	$1.4M	0.83%	3,655	增持
21	AMKR	AMKOR TECHNOLOGY INC	$1.3M	0.80%	15,349	增持
22	FENI	FIDELITY COVINGTON TRUST	$1.3M	0.78%	31,996	增持
23	AMZN	AMAZON COM INC	$1.2M	0.72%	4,968	增持
24	DEUS	DBX ETF TR	$1.2M	0.71%	17,871	增持
25	XOM	EXXON MOBIL CORP	$1.2M	0.71%	8,499	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