J.W. Cole Advisors, Inc. 13F 持仓 · 2026年Q2
J.W. Cole Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,592 只证券，申报市值合计 58.26 亿美元。前几大持仓：AAPL（5.29%）、NVDA（3.03%）、QQQ（2.20%）。本季前 25 大持仓中：新建仓 10 只、增持 1 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $308.2M | 5.29% | 1.1M | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $176.6M | 3.03% | 882,651 | 减持 |
| 3 | QQQ | INVESCO QQQ TR | $128.4M | 2.20% | 174,312 | 减持 |
| 4 | VOO | VANGUARD INDEX FDS | $101.6M | 1.74% | 147,919 | 新建仓 |
| 5 | AMZN | AMAZON COM INC | $96.7M | 1.66% | 405,558 | 减持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $94.0M | 1.61% | 125,871 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $89.0M | 1.53% | 238,682 | 新建仓 |
| 8 | IVV | ISHARES TR | $84.1M | 1.44% | 112,278 | 新建仓 |
| 9 | GOOG | ALPHABET INC | $63.1M | 1.08% | 178,659 | 减持 |
| 10 | DGRO | ISHARES TR | $55.6M | 0.96% | 734,223 | 减持 |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $55.3M | 0.95% | 110,601 | 减持 |
| 12 | VUG | VANGUARD INDEX FDS | $54.6M | 0.94% | 633,442 | 新建仓 |
| 13 | VTV | VANGUARD INDEX FDS | $53.5M | 0.92% | 245,269 | 新建仓 |
| 14 | VTI | VANGUARD INDEX FDS | $52.7M | 0.90% | 142,428 | 新建仓 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $50.1M | 0.86% | 703,640 | 新建仓 |
| 16 | GOOGL | ALPHABET INC | $47.3M | 0.81% | 132,277 | 减持 |
| 17 | XLK | SELECT SECTOR SPDR TR | $47.2M | 0.81% | 247,691 | 减持 |
| 18 | IVW | ISHARES TR | $45.8M | 0.79% | 332,923 | 新建仓 |
| 19 | XOM | EXXON MOBIL CORP | $45.4M | 0.78% | 332,186 | 减持 |
| 20 | JPM | JPMORGAN CHASE & CO | $37.0M | 0.64% | 113,083 | 减持 |
| 21 | MU | MICRON TECHNOLOGY INC | $37.4M | 0.64% | 32,411 | 新建仓 |
| 22 | LLY | ELI LILLY & CO | $36.5M | 0.63% | 30,412 | 新建仓 |
| 23 | JAAA | JANUS DETROIT STR TR | $35.2M | 0.60% | 697,745 | 增持 |
| 24 | AMAT | APPLIED MATLS INC | $33.4M | 0.57% | 46,176 | 减持 |
| 25 | TSLA | TESLA INC | $32.1M | 0.55% | 76,362 | 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