IVC Wealth Advisors LLC 13F 持仓 · 2026年Q2
IVC Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 2.56 亿美元。前几大持仓：VUG（9.22%）、PVAL（6.33%）、AAPL（6.20%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $23.6M | 9.22% | 274,451 | 增持 |
| 2 | PVAL | PUTNAM ETF TRUST | $16.2M | 6.33% | 318,688 | 减持 |
| 3 | AAPL | APPLE INC | $15.9M | 6.20% | 54,919 | 减持 |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.6M | 4.91% | 223,038 | 增持 |
| 5 | JEPQ | J P MORGAN EXCHANGE TRADED F | $9.3M | 3.64% | 151,657 | 增持 |
| 6 | JAAA | JANUS DETROIT STR TR | $9.2M | 3.60% | 182,973 | 增持 |
| 7 | USIG | ISHARES TR | $8.3M | 3.25% | 162,344 | 增持 |
| 8 | JMBS | JANUS DETROIT STR TR | $7.1M | 2.75% | 156,958 | 增持 |
| 9 | VOT | VANGUARD INDEX FDS | $6.9M | 2.71% | 22,659 | 减持 |
| 10 | VOE | VANGUARD INDEX FDS | $6.8M | 2.64% | 34,251 | 增持 |
| 11 | HEFA | ISHARES TR | $6.2M | 2.44% | 133,119 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $5.1M | 2.00% | 25,654 | 减持 |
| 13 | VTWG | VANGUARD SCOTTSDALE FDS | $4.7M | 1.83% | 16,314 | 减持 |
| 14 | CAT | CATERPILLAR INC | $4.0M | 1.58% | 3,802 | 减持 |
| 15 | SCHV | SCHWAB STRATEGIC TR | $3.6M | 1.42% | 104,426 | 减持 |
| 16 | IGSB | ISHARES TR | $3.6M | 1.39% | 68,030 | 增持 |
| 17 | VBR | VANGUARD INDEX FDS | $3.3M | 1.27% | 13,425 | 减持 |
| 18 | MRK | MERCK & CO INC | $2.7M | 1.06% | 21,139 | 减持 |
| 19 | META | META PLATFORMS INC | $2.7M | 1.03% | 4,710 | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $2.6M | 1.01% | 10,167 | 减持 |
| 21 | INTC | INTEL CORP | $2.6M | 1.00% | 18,442 | 减持 |
| 22 | SOLS | SOLSTICE ADVANCED MATLS INC | $2.5M | 0.96% | 27,693 | 增持 |
| 23 | TFC | TRUIST FINL CORP | $2.4M | 0.93% | 47,770 | 减持 |
| 24 | ALL | ALLSTATE CORP | $2.3M | 0.89% | 9,595 | 减持 |
| 25 | CSCO | CISCO SYS INC | $2.0M | 0.78% | 17,074 | 减持 |
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