IAM Advisory, LLC 13F 持仓 · 2026年Q2
IAM Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 107 只证券，申报市值合计 5.13 亿美元。前几大持仓：CGDV（14.06%）、DGRW（12.46%）、NOBL（8.49%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $72.1M | 14.06% | 1.5M | 增持 |
| 2 | DGRW | WISDOMTREE TR | $63.9M | 12.46% | 668,549 | 增持 |
| 3 | NOBL | PROSHARES TR | $43.6M | 8.49% | 775,768 | 增持 |
| 4 | AVDE | AMERICAN CENTY ETF TR | $35.5M | 6.92% | 398,427 | 减持 |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | $29.2M | 5.68% | 617,766 | 减持 |
| 6 | CGCP | CAPITAL GRP FIXED INCM ETF T | $29.0M | 5.65% | 1.3M | 增持 |
| 7 | QGRO | AMERICAN CENTY ETF TR | $15.7M | 3.05% | 132,680 | 减持 |
| 8 | SMH | VANECK ETF TRUST | $15.5M | 3.01% | 23,557 | 减持 |
| 9 | CGSD | CAPITAL GRP FIXED INCM ETF T | $14.9M | 2.91% | 579,852 | 增持 |
| 10 | JHML | JOHN HANCOCK EXCHANGE TRADED | $14.3M | 2.79% | 160,632 | 减持 |
| 11 | AVUV | AMERICAN CENTY ETF TR | $9.9M | 1.93% | 79,536 | 增持 |
| 12 | CIBR | FIRST TR EXCHANGE-TRADED FD | $9.6M | 1.87% | 106,887 | 增持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $7.5M | 1.45% | 12,848 | 减持 |
| 14 | AAPL | APPLE INC | $6.6M | 1.29% | 22,889 | 增持 |
| 15 | AVGO | BROADCOM INC | $6.5M | 1.26% | 17,150 | 减持 |
| 16 | SNDK | SANDISK CORP | $6.2M | 1.22% | 2,748 | 减持 |
| 17 | KRE | SPDR SERIES TRUST | $5.8M | 1.14% | 77,844 | 增持 |
| 18 | LLY | ELI LILLY & CO | $5.6M | 1.08% | 4,638 | 减持 |
| 19 | AIQ | GLOBAL X FDS | $5.3M | 1.02% | 80,034 | 增持 |
| 20 | GOOG | ALPHABET INC | $4.6M | 0.89% | 12,896 | 增持 |
| 21 | IDVO | AMPLIFY ETF TR | $4.4M | 0.85% | 103,899 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $4.2M | 0.82% | 20,981 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $3.3M | 0.64% | 8,822 | 增持 |
| 24 | PANW | PALO ALTO NETWORKS INC | $3.3M | 0.64% | 9,700 | 增持 |
| 25 | MRK | MERCK & CO INC | $3.0M | 0.59% | 23,515 | 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