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 |
|---|---|---|---|---|---|---|
| 1 | USIG | ISHARES TR | $61.9M | 11.66% | 1.2M | 增持 |
| 2 | FTCB | FIRST TR EXCHANGE-TRADED FD | $47.4M | 8.93% | 2.2M | 增持 |
| 3 | IEFA | ISHARES TR | $33.3M | 6.27% | 371,738 | 增持 |
| 4 | XLK | SELECT SECTOR SPDR TR | $32.6M | 6.14% | 226,428 | 增持 |
| 5 | VYM | VANGUARD WHITEHALL FDS | $22.4M | 4.22% | 156,215 | 增持 |
| 6 | EFV | ISHARES TR | $18.4M | 3.47% | 258,023 | 增持 |
| 7 | XLV | SELECT SECTOR SPDR TR | $17.5M | 3.29% | 112,814 | 增持 |
| 8 | IEMG | ISHARES INC | $15.4M | 2.89% | 228,541 | 增持 |
| 9 | XLF | SELECT SECTOR SPDR TR | $15.0M | 2.82% | 273,007 | 增持 |
| 10 | LMBS | FIRST TR EXCHANGE-TRADED FD | $14.0M | 2.63% | 279,354 | 增持 |
| 11 | XLI | SELECT SECTOR SPDR TR | $12.3M | 2.33% | 79,606 | 增持 |
| 12 | IJR | ISHARES TR | $11.7M | 2.21% | 97,584 | 增持 |
| 13 | BILS | SPDR SERIES TRUST | $10.4M | 1.96% | 105,026 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $10.0M | 1.88% | 53,549 | 增持 |
| 15 | XLC | SELECT SECTOR SPDR TR | $9.2M | 1.73% | 78,137 | 增持 |
| 16 | IJH | ISHARES TR | $9.0M | 1.70% | 136,294 | 增持 |
| 17 | XLE | SELECT SECTOR SPDR TR | $7.9M | 1.48% | 175,967 | 增持 |
| 18 | AAPL | APPLE INC | $7.7M | 1.45% | 28,220 | 减持 |
| 19 | PSK | SPDR SERIES TRUST | $7.3M | 1.37% | 229,950 | 增持 |
| 20 | VOO | VANGUARD INDEX FDS | $7.1M | 1.33% | 11,272 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $6.6M | 1.24% | 13,557 | 增持 |
| 22 | BIL | SPDR SERIES TRUST | $6.2M | 1.17% | 67,854 | 减持 |
| 23 | DON | WISDOMTREE TR | $6.0M | 1.13% | 115,814 | 增持 |
| 24 | XLP | SELECT SECTOR SPDR TR | $5.9M | 1.11% | 76,017 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO. | $5.9M | 1.10% | 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