Gwn Securities Inc. 13F 持仓 · 2026年Q2
Gwn Securities 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 486 只证券,申报市值合计 5.98 亿美元。前几大持仓:IVV(2.89%)、QQQ(2.25%)、AAPL(2.24%)。本季前 25 大持仓中:增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $17.3M | 2.89% | 23,100 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $13.5M | 2.25% | 18,310 | 减持 |
| 3 | AAPL | APPLE INC | $13.4M | 2.24% | 46,288 | 减持 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $9.3M | 1.56% | 12,501 | 增持 |
| 5 | BUFB | INNOVATOR ETFS TRUST | $9.2M | 1.54% | 234,909 | 增持 |
| 6 | ICSH | ISHARES TR | $8.3M | 1.40% | 165,073 | 增持 |
| 7 | VGT | VANGUARD WORLD FD | $7.6M | 1.27% | 63,478 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $7.1M | 1.18% | 35,365 | 增持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.18% | 33,225 | 增持 |
| 10 | BUFF | INNOVATOR ETFS TRUST | $7.0M | 1.17% | 133,359 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $6.2M | 1.04% | 16,729 | 增持 |
| 12 | ITOT | ISHARES TR | $6.0M | 1.01% | 36,822 | 增持 |
| 13 | JNJ | JOHNSON & JOHNSON | $5.7M | 0.95% | 22,279 | 减持 |
| 14 | LLY | ELI LILLY & CO | $5.5M | 0.92% | 4,579 | 减持 |
| 15 | VTI | VANGUARD INDEX FDS | $5.5M | 0.92% | 14,835 | 减持 |
| 16 | CAH | CARDINAL HEALTH INC | $5.2M | 0.87% | 21,863 | 减持 |
| 17 | AMZN | AMAZON COM INC | $4.9M | 0.82% | 20,557 | 减持 |
| 18 | SUB | ISHARES TR | $4.8M | 0.80% | 45,186 | 减持 |
| 19 | IXUS | ISHARES TR | $4.6M | 0.77% | 48,215 | 减持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.5M | 0.76% | 9,041 | 增持 |
| 21 | MU | MICRON TECHNOLOGY INC | $4.5M | 0.74% | 3,857 | 减持 |
| 22 | EDGF | ADVISORS INNER CIRCLE FD II | $4.3M | 0.72% | 173,616 | 增持 |
| 23 | VOO | VANGUARD INDEX FDS | $4.3M | 0.72% | 6,285 | 增持 |
| 24 | BUYW | NORTHERN LTS FD TR IV | $4.2M | 0.69% | 287,577 | 增持 |
| 25 | DUK | DUKE ENERGY CORP NEW | $4.2M | 0.69% | 32,786 | 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