Mayflower Financial Advisors, LLC 13F 持仓 · 2026年Q2
Mayflower Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 498 只证券，申报市值合计 11.58 亿美元。前几大持仓：IVV（3.67%）、SPYM（3.62%）、DUK（3.18%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $42.5M | 3.67% | 56,689 | 减持 |
| 2 | SPYM | SPDR SERIES TRUST | $41.9M | 3.62% | 476,835 | 增持 |
| 3 | DUK | DUKE ENERGY CORP NEW | $36.8M | 3.18% | 290,804 | 增持 |
| 4 | MCD | MCDONALDS CORP | $26.9M | 2.32% | 99,360 | 增持 |
| 5 | ABBV | ABBVIE INC | $25.6M | 2.21% | 101,672 | 增持 |
| 6 | AAPL | APPLE INC | $24.2M | 2.09% | 83,785 | 减持 |
| 7 | XOM | EXXON MOBIL CORP | $21.7M | 1.87% | 158,404 | 增持 |
| 8 | MO | ALTRIA GROUP INC | $19.6M | 1.70% | 272,884 | 增持 |
| 9 | IVW | ISHARES TR | $19.3M | 1.67% | 140,415 | 增持 |
| 10 | SCHD | SCHWAB STRATEGIC TR | $18.2M | 1.57% | 574,381 | 增持 |
| 11 | PG | PROCTER & GAMBLE CO | $17.0M | 1.46% | 115,628 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $16.7M | 1.45% | 44,901 | 增持 |
| 13 | CVX | CHEVRON CORPORATION | $16.3M | 1.41% | 98,259 | 增持 |
| 14 | GOOGL | ALPHABET INC | $14.7M | 1.27% | 41,093 | 减持 |
| 15 | IUSB | ISHARES TR | $14.7M | 1.27% | 317,974 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $14.0M | 1.21% | 69,745 | 减持 |
| 17 | VOO | VANGUARD INDEX FDS | $14.0M | 1.21% | 20,453 | 增持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $13.6M | 1.18% | 18,249 | 减持 |
| 19 | DYNF | BLACKROCK ETF TRUST | $13.6M | 1.17% | 199,540 | 增持 |
| 20 | QUAL | ISHARES TR | $13.5M | 1.16% | 61,337 | 减持 |
| 21 | VTEB | VANGUARD MUN BD FDS | $13.2M | 1.14% | 260,648 | 增持 |
| 22 | IVE | ISHARES TR | $12.8M | 1.11% | 56,547 | 减持 |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | $12.0M | 1.04% | 208,112 | 增持 |
| 24 | GOOG | ALPHABET INC | $12.1M | 1.04% | 34,230 | 减持 |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $12.0M | 1.03% | 517,566 | 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