Hennion & Walsh Asset Management, Inc. 13F 持仓 · 2026年Q2
Hennion & Walsh Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 955 只证券，申报市值合计 35.03 亿美元。前几大持仓：IVV（4.09%）、DDWM（1.89%）、VTV（1.54%）。本季前 25 大持仓中：新建仓 2 只、增持 16 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $143.4M | 4.09% | 191,514 | 增持 |
| 2 | DDWM | WISDOMTREE TR | $66.2M | 1.89% | 1.4M | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $53.8M | 1.54% | 246,833 | 增持 |
| 4 | XCEM | COLUMBIA ETF TR II | $53.3M | 1.52% | 1.0M | 增持 |
| 5 | MQY | BLACKROCK MUNIYILD QULT FD I | $51.3M | 1.46% | 4.5M | 减持 |
| 6 | ISPY | PROSHARES TR | $50.5M | 1.44% | 1.0M | 增持 |
| 7 | DYNF | BLACKROCK ETF TRUST | $45.2M | 1.29% | 664,010 | 新建仓 |
| 8 | JSML | JANUS DETROIT STR TR | $44.9M | 1.28% | 482,601 | 增持 |
| 9 | IGEB | ISHARES TR | $38.9M | 1.11% | 861,241 | 增持 |
| 10 | GSLC | GOLDMAN SACHS ETF TR | $38.6M | 1.10% | 271,998 | 减持 |
| 11 | AMAT | APPLIED MATLS INC | $36.7M | 1.05% | 50,817 | 减持 |
| 12 | GOOGL | ALPHABET INC | $33.4M | 0.95% | 93,515 | 增持 |
| 13 | LRCX | LAM RESEARCH CORP | $32.2M | 0.92% | 74,391 | 减持 |
| 14 | MU | MICRON TECHNOLOGY INC | $30.3M | 0.87% | 26,264 | 减持 |
| 15 | NVG | NUVEEN AMT FREE MUN CR INC F | $28.3M | 0.81% | 2.2M | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $27.5M | 0.79% | 137,461 | 增持 |
| 17 | MHD | BLACKROCK MUNIHOLDINGS FD IN | $27.5M | 0.78% | 2.3M | 减持 |
| 18 | PFF | ISHARES TR | $27.3M | 0.78% | 895,614 | 增持 |
| 19 | KLAC | KLA CORP | $26.7M | 0.76% | 88,483 | 增持 |
| 20 | NUV | NUVEEN MUN VALUE FD INC | $26.4M | 0.75% | 2.9M | 增持 |
| 21 | AIVC | AMPLIFY ETF TR | $24.2M | 0.69% | 209,541 | 新建仓 |
| 22 | NMZ | NUVEEN MUN HIGH INCOME OPPOR | $23.4M | 0.67% | 2.2M | 增持 |
| 23 | HYGW | ISHARES TR | $22.3M | 0.64% | 767,189 | 增持 |
| 24 | AMZN | AMAZON COM INC | $21.9M | 0.63% | 91,947 | 增持 |
| 25 | AVGO | BROADCOM INC | $22.1M | 0.63% | 58,483 | 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