Investment Advisory Services Group LLC 13F 持仓 · 2026年Q2

Investment Advisory Services Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 1.37 亿美元。前几大持仓：IVV（20.07%）、FBND（16.77%）、JPST（8.10%）。本季前 25 大持仓中：新建仓 1 只、增持 19 只、减持 5 只。

排名	代码	公司	市值	占组合	股数	变动
1	IVV	ISHARES TR	$27.4M	20.07%	36,617	减持
2	FBND	FIDELITY MERRIMACK STR TR	$22.9M	16.77%	503,662	增持
3	JPST	J P MORGAN EXCHANGE TRADED F	$11.1M	8.10%	219,027	增持
4	CGDV	CAPITAL GROUP DIVIDEND VALUE	$8.2M	6.02%	166,902	增持
5	FDVV	FIDELITY COVINGTON TRUST	$8.1M	5.92%	134,161	增持
6	IXUS	ISHARES TR	$7.8M	5.69%	81,425	增持
7	QQQM	INVESCO EXCH TRADED FD TR II	$7.2M	5.26%	23,714	增持
8	FTEC	FIDELITY COVINGTON TRUST	$5.9M	4.32%	20,665	增持
9	JEPI	J P MORGAN EXCHANGE TRADED F	$3.9M	2.86%	69,156	增持
10	VTI	VANGUARD INDEX FDS	$3.8M	2.81%	10,364	增持
11	AIRR	FIRST TR EXCHANGE TRADED FD	$3.8M	2.75%	28,206	增持
12	CIBR	FIRST TR EXCHANGE-TRADED FD	$3.4M	2.49%	37,851	增持
13	GOOGL	ALPHABET INC	$3.0M	2.22%	8,472	增持
14	AAPL	APPLE INC	$2.9M	2.09%	9,889	减持
15	AMZN	AMAZON COM INC	$2.7M	1.97%	11,301	增持
16	SGOV	ISHARES TR	$1.8M	1.30%	17,628	增持
17	MSFT	MICROSOFT CORP	$1.8M	1.29%	4,744	增持
18	JEPQ	J P MORGAN EXCHANGE TRADED F	$1.7M	1.27%	28,134	减持
19	JMST	J P MORGAN EXCHANGE TRADED F	$1.2M	0.85%	22,771	增持
20	BA	BOEING CO	$980,609	0.72%	4,530	新建仓
21	QQQ	INVESCO QQQ TR	$890,196	0.65%	1,209	增持
22	DGRW	WISDOMTREE TR	$679,652	0.50%	7,108	减持
23	FBTC	FIDELITY WISE ORIGIN BITCOIN	$614,336	0.45%	12,034	增持
24	TSLA	TESLA INC	$592,205	0.43%	1,408	减持
25	NFLX	NETFLIX INC.	$512,509	0.38%	7,178	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