High Net Worth Advisory Group LLC 13F 持仓 · 2026年Q2
High Net Worth Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 250 只证券，申报市值合计 4.71 亿美元。前几大持仓：VOO（6.81%）、NVDA（4.72%）、VIG（3.90%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $32.0M | 6.81% | 46,663 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $22.2M | 4.72% | 110,962 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $18.4M | 3.90% | 77,641 | 增持 |
| 4 | VYM | VANGUARD WHITEHALL FDS | $16.5M | 3.51% | 104,430 | 增持 |
| 5 | AAPL | APPLE INC | $14.9M | 3.16% | 51,419 | 减持 |
| 6 | AGG | ISHARES TR | $13.9M | 2.95% | 140,341 | 增持 |
| 7 | CGBL | CAPITAL GROUP CORE BALANCED | $12.6M | 2.67% | 330,840 | 增持 |
| 8 | ABBV | ABBVIE INC | $11.4M | 2.43% | 45,390 | 减持 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $8.3M | 1.77% | 147,628 | 减持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $8.0M | 1.70% | 10,701 | 减持 |
| 11 | VUG | VANGUARD INDEX FDS | $8.0M | 1.70% | 92,831 | 增持 |
| 12 | SCHD | SCHWAB STRATEGIC TR | $7.5M | 1.60% | 237,654 | 增持 |
| 13 | JEPQ | J P MORGAN EXCHANGE TRADED F | $6.9M | 1.46% | 112,136 | 减持 |
| 14 | AMZN | AMAZON COM INC | $6.4M | 1.35% | 26,748 | 增持 |
| 15 | VTI | VANGUARD INDEX FDS | $5.8M | 1.24% | 15,720 | 增持 |
| 16 | VYMI | VANGUARD WHITEHALL FDS | $5.7M | 1.22% | 58,314 | 增持 |
| 17 | VIGI | VANGUARD WHITEHALL FDS | $5.6M | 1.19% | 60,181 | 增持 |
| 18 | AMGN | AMGEN INC | $5.5M | 1.17% | 15,151 | 增持 |
| 19 | SPHQ | INVESCO EXCHANGE TRADED FD T | $5.5M | 1.17% | 61,134 | 增持 |
| 20 | VGT | VANGUARD WORLD FD | $5.5M | 1.17% | 46,038 | 增持 |
| 21 | USMV | ISHARES TR | $5.3M | 1.13% | 55,252 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $5.2M | 1.10% | 13,851 | 增持 |
| 23 | IEFA | ISHARES TR | $5.1M | 1.09% | 53,214 | 增持 |
| 24 | HYMB | SPDR SERIES TRUST | $4.7M | 1.00% | 184,350 | 减持 |
| 25 | PH | PARKER-HANNIFIN CORP | $4.6M | 0.98% | 4,694 | 持平 |
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