Montag A & Associates Inc 13F 持仓 · 2026年Q2
Montag A & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 954 只证券，申报市值合计 23.69 亿美元。前几大持仓：IVV（7.79%）、SPY（5.48%）、AAPL（3.55%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $184.6M | 7.79% | 246,507 | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $129.8M | 5.48% | 173,415 | 减持 |
| 3 | AAPL | APPLE INC | $84.1M | 3.55% | 290,641 | 减持 |
| 4 | MDY | STATE STR SPDR S&P MIDCAP 40 | $71.7M | 3.03% | 101,656 | 减持 |
| 5 | GOOG | ALPHABET INC | $68.7M | 2.90% | 194,446 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $50.1M | 2.11% | 132,404 | 减持 |
| 7 | AMZN | AMAZON COM INC | $42.1M | 1.78% | 176,710 | 减持 |
| 8 | IWB | ISHARES TR | $42.3M | 1.78% | 103,231 | 减持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $40.9M | 1.73% | 192,176 | 增持 |
| 10 | LLY | ELI LILLY & CO | $35.3M | 1.49% | 29,430 | 增持 |
| 11 | NVDA | NVIDIA CORPORATION | $34.3M | 1.45% | 171,219 | 减持 |
| 12 | AMAT | APPLIED MATLS INC | $32.2M | 1.36% | 44,546 | 减持 |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $30.8M | 1.30% | 610,033 | 增持 |
| 14 | IJH | ISHARES TR | $30.1M | 1.27% | 389,890 | 增持 |
| 15 | GOOGL | ALPHABET INC | $29.6M | 1.25% | 82,715 | 减持 |
| 16 | VOO | VANGUARD INDEX FDS | $27.6M | 1.17% | 40,213 | 增持 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $26.9M | 1.14% | 113,648 | 减持 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $26.7M | 1.13% | 55,862 | 增持 |
| 19 | KO | COCA COLA CO | $26.3M | 1.11% | 321,772 | 减持 |
| 20 | VB | VANGUARD INDEX FDS | $26.0M | 1.10% | 85,699 | 减持 |
| 21 | WMT | WALMART INC | $26.1M | 1.10% | 230,764 | 减持 |
| 22 | JPM | JPMORGAN CHASE & CO | $25.9M | 1.09% | 79,072 | 减持 |
| 23 | AVGO | BROADCOM INC | $25.3M | 1.07% | 66,932 | 减持 |
| 24 | GS | GOLDMAN SACHS GROUP INC | $24.1M | 1.02% | 23,847 | 减持 |
| 25 | V | VISA INC | $24.0M | 1.01% | 69,913 | 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