Moss Adams Wealth Advisors LLC 13F 持仓 · 2026年Q2
Moss Adams Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 307 只证券，申报市值合计 16.00 亿美元。前几大持仓：VTI（30.00%）、JCPB（8.51%）、PAVE（6.81%）。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 | VTI | VANGUARD INDEX FDS | $480.1M | 30.00% | 1.3M | 增持 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $136.3M | 8.51% | 2.9M | 增持 |
| 3 | PAVE | GLOBAL X FDS | $109.0M | 6.81% | 1.8M | 增持 |
| 4 | XLU | SELECT SECTOR SPDR TR | $87.9M | 5.49% | 1.9M | 增持 |
| 5 | SMH | VANECK ETF TRUST | $79.0M | 4.94% | 120,494 | 减持 |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $73.6M | 4.60% | 2.0M | 增持 |
| 7 | XLRE | SELECT SECTOR SPDR TR | $72.7M | 4.54% | 1.7M | 增持 |
| 8 | BUG | GLOBAL X FDS | $65.8M | 4.11% | 1.7M | 增持 |
| 9 | XLC | SELECT SECTOR SPDR TR | $54.0M | 3.38% | 504,352 | 增持 |
| 10 | AAPL | APPLE INC | $29.9M | 1.87% | 103,386 | 减持 |
| 11 | IWV | ISHARES TR | $17.8M | 1.11% | 41,783 | 减持 |
| 12 | NVDA | NVIDIA CORPORATION | $17.4M | 1.09% | 87,048 | 增持 |
| 13 | SPDW | SPDR INDEX SHS FDS | $17.4M | 1.08% | 344,497 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $17.1M | 1.07% | 45,887 | 增持 |
| 15 | GOOGL | ALPHABET INC | $15.4M | 0.96% | 43,013 | 增持 |
| 16 | VIOO | VANGUARD ADMIRAL FDS INC | $13.7M | 0.85% | 99,440 | 减持 |
| 17 | AMZN | AMAZON COM INC | $12.2M | 0.76% | 51,279 | 增持 |
| 18 | SPEM | SPDR INDEX SHS FDS | $11.8M | 0.74% | 228,493 | 增持 |
| 19 | GOOG | ALPHABET INC | $10.0M | 0.63% | 28,343 | 增持 |
| 20 | AVGO | BROADCOM INC | $7.7M | 0.48% | 20,406 | 增持 |
| 21 | VOO | VANGUARD INDEX FDS | $7.2M | 0.45% | 10,420 | 增持 |
| 22 | META | META PLATFORMS INC | $6.2M | 0.39% | 11,089 | 减持 |
| 23 | SOXX | ISHARES TR | $6.1M | 0.38% | 9,518 | 减持 |
| 24 | LLY | ELI LILLY & CO | $5.7M | 0.36% | 4,778 | 增持 |
| 25 | IJR | ISHARES TR | $5.6M | 0.35% | 37,898 | 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