Investment Research & Advisory Group, Inc. 13F 持仓 · 2026年Q2
Investment Research & Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 312 只证券，申报市值合计 3.24 亿美元。前几大持仓：VOO（24.96%）、AAPL（6.86%）、GOOGL（4.62%）。本季前 25 大持仓中：增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $80.8M | 24.96% | 117,699 | 增持 |
| 2 | AAPL | APPLE INC | $22.2M | 6.86% | 75,780 | 减持 |
| 3 | GOOGL | ALPHABET INC CLASS A | $15.0M | 4.62% | 41,052 | 减持 |
| 4 | NVDA | NVIDIA CORP | $12.9M | 3.98% | 62,715 | 减持 |
| 5 | AMZN | AMAZON.COM INC | $9.9M | 3.05% | 41,261 | 增持 |
| 6 | LLY | ELI LILLY AND CO | $9.0M | 2.77% | 7,451 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO | $8.5M | 2.63% | 25,929 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $8.0M | 2.45% | 21,313 | 增持 |
| 9 | ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $7.4M | 2.28% | 3,715 | 减持 |
| 10 | MA | MASTERCARD INC CLASS CLASS A | $7.1M | 2.19% | 13,750 | 增持 |
| 11 | V | VISA INC CLASS A | $6.8M | 2.11% | 19,810 | 减持 |
| 12 | SCHW | CHARLES SCHWAB CORP | $6.2M | 1.92% | 67,427 | 增持 |
| 13 | GE | GE AEROSPACE | $5.8M | 1.78% | 15,390 | 持平 |
| 14 | META | META PLATFORMS INC CLASS A | $5.6M | 1.72% | 9,873 | 增持 |
| 15 | BLK | BLACKROCK INC NEW | $5.2M | 1.60% | 5,399 | 增持 |
| 16 | CB | CHUBB LTD F | $4.9M | 1.51% | 14,354 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $4.7M | 1.44% | 18,355 | 减持 |
| 18 | CAT | CATERPILLAR INC | $4.6M | 1.43% | 4,335 | 增持 |
| 19 | COST | COSTCO WHSL CORP NEW | $4.6M | 1.43% | 4,937 | 增持 |
| 20 | UBER | UBER TECHNOLOGIES INC | $4.2M | 1.31% | 58,744 | 增持 |
| 21 | PANW | PALO ALTO NETWORKS INC | $4.1M | 1.27% | 12,081 | 增持 |
| 22 | GD | GENERAL DYNAMICS CORP | $4.0M | 1.24% | 11,352 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY CLASS B | $3.9M | 1.19% | 7,614 | 减持 |
| 24 | PM | PHILIP MORRIS INTL INC | $3.8M | 1.18% | 21,071 | 增持 |
| 25 | SBUX | STARBUCKS CORP | $3.5M | 1.09% | 34,667 | 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