Investment Advisory Services Inc /Tx 13F 持仓 · 2026年Q2
Investment Advisory Services Inc /Tx 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 140 只证券，申报市值合计 3.47 亿美元。前几大持仓：QQQ（11.42%）、VIG（11.20%）、MSFT（3.88%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $39.7M | 11.42% | 53,857 | 增持 |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $38.9M | 11.20% | 164,367 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $13.5M | 3.88% | 36,139 | 减持 |
| 4 | AAPL | APPLE INC | $13.4M | 3.85% | 46,250 | 减持 |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.6M | 3.64% | 223,721 | 减持 |
| 6 | WMT | WALMART INC | $11.2M | 3.24% | 99,218 | 减持 |
| 7 | COWZ | PACER FDS TR | $11.2M | 3.22% | 179,806 | 增持 |
| 8 | FFLG | FIDELITY COVINGTON TRUST | $9.7M | 2.78% | 278,352 | 增持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $8.3M | 2.38% | 260,830 | 增持 |
| 10 | IUSG | ISHARES TR | $7.7M | 2.22% | 41,010 | 减持 |
| 11 | FDVV | FIDELITY COVINGTON TRUST | $7.3M | 2.12% | 121,803 | 增持 |
| 12 | XOM | EXXON MOBIL CORP | $6.9M | 1.98% | 50,271 | 增持 |
| 13 | JNJ | JOHNSON & JOHNSON | $6.6M | 1.90% | 26,036 | 增持 |
| 14 | ABBV | ABBVIE INC | $6.2M | 1.79% | 24,722 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $5.5M | 1.58% | 16,720 | 增持 |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $5.4M | 1.56% | 25,439 | 增持 |
| 17 | FESM | FIDELITY COVINGTON TRUST | $5.0M | 1.43% | 102,740 | 增持 |
| 18 | XLK | SELECT SECTOR SPDR TR | $4.8M | 1.38% | 25,178 | 减持 |
| 19 | MCD | MCDONALDS CORP | $4.4M | 1.26% | 16,202 | 减持 |
| 20 | AXP | AMERICAN EXPRESS CO | $4.2M | 1.21% | 12,410 | 减持 |
| 21 | HD | HOME DEPOT INC | $4.2M | 1.21% | 11,929 | 减持 |
| 22 | FMDE | FIDELITY COVINGTON TRUST | $4.1M | 1.19% | 101,609 | 增持 |
| 23 | KO | COCA COLA CO | $3.8M | 1.08% | 46,348 | 减持 |
| 24 | AMZN | AMAZON COM INC | $3.7M | 1.06% | 15,481 | 减持 |
| 25 | DVN | DEVON ENERGY CORP NEW | $3.5M | 1.01% | 85,250 | 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