HF Advisory Group, LLC 13F 持仓 · 2026年Q3
HF Advisory Group 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 174 只证券，申报市值合计 3.36 亿美元。前几大持仓：DGRO（3.18%）、MSFT（2.54%）、FALN（2.49%）。本季前 25 大持仓中：新建仓 1 只、增持 21 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DGRO | ISHARES TR | $10.7M | 3.18% | 141,759 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $8.5M | 2.54% | 16,633 | 减持 |
| 3 | FALN | ISHARES TR | $8.4M | 2.49% | 322,026 | 增持 |
| 4 | GOOG | ALPHABET INC | $7.0M | 2.09% | 20,554 | 增持 |
| 5 | LGLV | SPDR SERIES TRUST | $6.9M | 2.06% | 39,683 | 增持 |
| 6 | VZ | VERIZON COMMUNICATIONS INC | $6.8M | 2.03% | 148,601 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO | $6.3M | 1.89% | 19,156 | 增持 |
| 8 | SPHY | SPDR SERIES TRUST | $6.3M | 1.88% | 279,407 | 增持 |
| 9 | AMZN | AMAZON COM INC | $6.0M | 1.80% | 24,216 | 增持 |
| 10 | PAGP | PLAINS GP HLDGS L P | $5.7M | 1.69% | 218,815 | 增持 |
| 11 | META | META PLATFORMS INC | $5.6M | 1.67% | 7,754 | 增持 |
| 12 | PEP | PEPSICO INC | $5.2M | 1.55% | 41,151 | 增持 |
| 13 | WFC | WELLS FARGO & CO | $5.1M | 1.53% | 64,296 | 增持 |
| 14 | TRP | TC ENERGY CORP | $5.1M | 1.52% | 88,564 | 增持 |
| 15 | XOM | EXXONMOBIL HOLDINGS CORP | $5.0M | 1.48% | 30,569 | 新建仓 |
| 16 | SHEL | SHELL PLC | $4.9M | 1.45% | 51,091 | 增持 |
| 17 | CAPE | DOUBLELINE ETF TRUST | $4.8M | 1.44% | 156,526 | 增持 |
| 18 | SPYM | SPDR SERIES TRUST | $4.8M | 1.44% | 53,772 | 增持 |
| 19 | KVUE | KENVUE INC | $4.7M | 1.40% | 266,164 | 增持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.6M | 1.38% | 9,324 | 减持 |
| 21 | QQQ | INVESCO QQQ TR | $4.3M | 1.27% | 5,779 | 增持 |
| 22 | SO | SOUTHERN CO | $4.1M | 1.22% | 49,363 | 增持 |
| 23 | V | VISA INC | $4.1M | 1.21% | 11,339 | 减持 |
| 24 | AMAT | APPLIED MATLS INC | $3.9M | 1.17% | 7,668 | 增持 |
| 25 | MGC | VANGUARD WORLD FD | $3.9M | 1.17% | 13,934 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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