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Long Run Wealth Advisors, LLC 13F 持仓 · 最近申报 2025年Q4

Long Run Wealth Advisors 在 2025年Q4(报告期截至 2025-12-31)的 SEC 13F 申报中报告了 106 只证券,申报市值合计 5.31 亿美元。前几大持仓:USIG(11.66%)、FTCB(8.93%)、IEFA(6.27%)。本季前 25 大持仓中:增持 22 只、减持 3 只。

排名代码公司市值占组合股数变动
1USIGISHARES TR$61.9M11.66%1.2M增持
2FTCBFIRST TR EXCHANGE-TRADED FD$47.4M8.93%2.2M增持
3IEFAISHARES TR$33.3M6.27%371,738增持
4XLKSELECT SECTOR SPDR TR$32.6M6.14%226,428增持
5VYMVANGUARD WHITEHALL FDS$22.4M4.22%156,215增持
6EFVISHARES TR$18.4M3.47%258,023增持
7XLVSELECT SECTOR SPDR TR$17.5M3.29%112,814增持
8IEMGISHARES INC$15.4M2.89%228,541增持
9XLFSELECT SECTOR SPDR TR$15.0M2.82%273,007增持
10LMBSFIRST TR EXCHANGE-TRADED FD$14.0M2.63%279,354增持
11XLISELECT SECTOR SPDR TR$12.3M2.33%79,606增持
12IJRISHARES TR$11.7M2.21%97,584增持
13BILSSPDR SERIES TRUST$10.4M1.96%105,026减持
14NVDANVIDIA CORPORATION$10.0M1.88%53,549增持
15XLCSELECT SECTOR SPDR TR$9.2M1.73%78,137增持
16IJHISHARES TR$9.0M1.70%136,294增持
17XLESELECT SECTOR SPDR TR$7.9M1.48%175,967增持
18AAPLAPPLE INC$7.7M1.45%28,220减持
19PSKSPDR SERIES TRUST$7.3M1.37%229,950增持
20VOOVANGUARD INDEX FDS$7.1M1.33%11,272增持
21MSFTMICROSOFT CORP$6.6M1.24%13,557增持
22BILSPDR SERIES TRUST$6.2M1.17%67,854减持
23DONWISDOMTREE TR$6.0M1.13%115,814增持
24XLPSELECT SECTOR SPDR TR$5.9M1.11%76,017增持
25JPMJPMORGAN CHASE & CO.$5.9M1.10%18,175增持

来源:SEC 13F 申报文件 · 截至 2025-12-31

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