Journey Advisory Group, LLC 13F 持仓 · 2026年Q2
Journey Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 279 只证券，申报市值合计 13.08 亿美元。前几大持仓：PYLD（4.85%）、VEA（4.34%）、AAPL（3.24%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PYLD | PIMCO ETF TR | $63.4M | 4.85% | 2.4M | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $56.8M | 4.34% | 796,992 | 增持 |
| 3 | AAPL | APPLE INC | $42.3M | 3.24% | 146,313 | 增持 |
| 4 | MTUM | ISHARES TR | $37.3M | 2.85% | 108,657 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $33.5M | 2.56% | 89,712 | 增持 |
| 6 | GOOGL | ALPHABET INC | $31.1M | 2.38% | 87,041 | 增持 |
| 7 | PG | PROCTER & GAMBLE CO | $29.8M | 2.28% | 203,435 | 增持 |
| 8 | ILF | ISHARES TR | $28.2M | 2.15% | 834,982 | 增持 |
| 9 | LLY | ELI LILLY & CO | $25.7M | 1.97% | 21,437 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $23.5M | 1.79% | 71,743 | 增持 |
| 11 | IGV | ISHARES TR | $22.3M | 1.70% | 246,014 | 新建仓 |
| 12 | SCHO | SCHWAB STRATEGIC TR | $21.7M | 1.66% | 900,961 | 增持 |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | $21.4M | 1.63% | 241,195 | 减持 |
| 14 | USMV | ISHARES TR | $21.2M | 1.62% | 219,463 | 增持 |
| 15 | AVGO | BROADCOM INC | $21.0M | 1.61% | 55,706 | 减持 |
| 16 | IBTI | ISHARES TR | $19.5M | 1.49% | 878,742 | 增持 |
| 17 | IBTH | ISHARES TR | $19.1M | 1.46% | 853,470 | 减持 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $18.3M | 1.40% | 77,346 | 增持 |
| 19 | SGOV | ISHARES TR | $18.2M | 1.39% | 180,525 | 减持 |
| 20 | NVDA | NVIDIA CORPORATION | $18.0M | 1.38% | 90,065 | 增持 |
| 21 | IBTK | ISHARES TR | $17.6M | 1.35% | 902,785 | 增持 |
| 22 | IBTJ | ISHARES TR | $17.5M | 1.34% | 808,737 | 增持 |
| 23 | QUAL | ISHARES TR | $17.4M | 1.33% | 79,363 | 减持 |
| 24 | CRAK | VANECK ETF TRUST | $15.9M | 1.22% | 345,669 | 增持 |
| 25 | QQQ | INVESCO QQQ TR | $13.8M | 1.05% | 18,731 | 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