LWM Advisory Services, LLC 13F 持仓 · 2026年Q2
LWM Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 5,602.10 万美元。前几大持仓：SPY（10.63%）、AAPL（8.01%）、BRKB（4.07%）。本季前 25 大持仓中：新建仓 6 只、增持 2 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $6.0M | 10.63% | 7,977 | 减持 |
| 2 | AAPL | APPLE INC | $4.5M | 8.01% | 15,499 | 减持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 4.07% | 4,552 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $1.8M | 3.30% | 9,235 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $1.7M | 3.08% | 4,619 | 减持 |
| 6 | GOOG | ALPHABET INC | $1.6M | 2.81% | 4,462 | 减持 |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $1.4M | 2.44% | 30,029 | 新建仓 |
| 8 | AMZN | AMAZON COM INC | $1.3M | 2.34% | 5,506 | 减持 |
| 9 | QQQ | INVESCO QQQ TR | $1.3M | 2.27% | 1,727 | 减持 |
| 10 | GDE | WISDOMTREE TR | $1.2M | 2.18% | 20,000 | 减持 |
| 11 | USFR | WISDOMTREE TR | $1.2M | 2.17% | 24,153 | 减持 |
| 12 | LLY | ELI LILLY & CO | $1.1M | 1.93% | 901 | 增持 |
| 13 | SGOV | ISHARES TR | $1.1M | 1.88% | 10,441 | 减持 |
| 14 | JCPB | J P MORGAN EXCHANGE TRADED F | $1.0M | 1.84% | 21,989 | 新建仓 |
| 15 | JPM | JPMORGAN CHASE & CO | $1.0M | 1.82% | 3,119 | 减持 |
| 16 | SPYM | SPDR SERIES TRUST | $883,350 | 1.58% | 10,052 | 新建仓 |
| 17 | IWV | ISHARES TR | $842,993 | 1.50% | 1,977 | 减持 |
| 18 | EELV | INVESCO EXCH TRADED FD TR II | $792,600 | 1.41% | 28,511 | 减持 |
| 19 | LRGF | ISHARES TR | $725,653 | 1.30% | 9,595 | 新建仓 |
| 20 | TIGO | MILLICOM INTL CELLULAR S A | $724,083 | 1.29% | 7,978 | 持平 |
| 21 | APH | AMPHENOL CORP | $714,800 | 1.28% | 4,054 | 增持 |
| 22 | AVDE | AMERICAN CENTY ETF TR | $712,423 | 1.27% | 7,987 | 新建仓 |
| 23 | NEE | NEXTERA ENERGY INC | $684,165 | 1.22% | 7,795 | 减持 |
| 24 | PVAL | PUTNAM ETF TRUST | $654,894 | 1.17% | 12,854 | 新建仓 |
| 25 | GOOGL | ALPHABET INC | $618,959 | 1.10% | 1,732 | 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