Invested Advisors 13F 持仓 · 2026年Q2
Invested Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 152 只证券，申报市值合计 1.13 亿美元。前几大持仓：AGG（4.64%）、SUB（4.19%）、IVV（3.57%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $5.2M | 4.64% | 53,037 | 增持 |
| 2 | SUB | ISHARES TR | $4.7M | 4.19% | 44,469 | 减持 |
| 3 | IVV | ISHARES TR | $4.0M | 3.57% | 5,390 | 减持 |
| 4 | ACWX | ISHARES TR | $3.9M | 3.45% | 51,315 | 增持 |
| 5 | IGIB | ISHARES TR | $3.9M | 3.41% | 72,615 | 新建仓 |
| 6 | AAPL | APPLE INC | $3.6M | 3.19% | 12,473 | 减持 |
| 7 | IWF | ISHARES TR | $3.1M | 2.76% | 25,091 | 增持 |
| 8 | IWD | ISHARES TR | $3.1M | 2.71% | 12,618 | 减持 |
| 9 | BCI | ABRDN ETFS | $2.8M | 2.45% | 124,050 | 增持 |
| 10 | SHY | ISHARES TR | $2.7M | 2.35% | 32,335 | 增持 |
| 11 | GOOGL | ALPHABET INC | $2.0M | 1.79% | 5,665 | 减持 |
| 12 | MUB | ISHARES TR | $2.0M | 1.77% | 18,606 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $2.0M | 1.75% | 5,294 | 减持 |
| 14 | SPYM | SPDR SERIES TRUST | $1.9M | 1.69% | 21,724 | 减持 |
| 15 | DES | WISDOMTREE TR | $1.7M | 1.54% | 42,836 | 增持 |
| 16 | HDV | ISHARES TR | $1.7M | 1.48% | 60,948 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $1.6M | 1.40% | 6,250 | 减持 |
| 18 | NVDA | NVIDIA CORPORATION | $1.5M | 1.33% | 7,512 | 减持 |
| 19 | XBI | SPDR SERIES TRUST | $1.4M | 1.22% | 8,717 | 增持 |
| 20 | IDV | ISHARES TR | $1.3M | 1.18% | 32,080 | 减持 |
| 21 | AVGO | BROADCOM INC | $1.3M | 1.16% | 3,485 | 减持 |
| 22 | IEMG | ISHARES INC | $1.2M | 1.03% | 14,058 | 减持 |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $1.2M | 1.02% | 5,438 | 增持 |
| 24 | IEUR | ISHARES TR | $1.1M | 1.01% | 15,262 | 增持 |
| 25 | SPTL | SPDR SERIES TRUST | $1.1M | 0.96% | 41,292 | 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