Mw Advisory, LLC 13F 持仓 · 2026年Q2
Mw Advisory 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 139 只证券，申报市值合计 2.50 亿美元。前几大持仓：KO（24.85%）、OMFL（6.61%）、JBI（4.84%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | KO | COCA COLA CO | $62.2M | 24.85% | 765,193 | 新建仓 |
| 2 | OMFL | INVESCO EXCH TRD SLF IDX FD | $16.6M | 6.61% | 241,529 | 新建仓 |
| 3 | JBI | JANUS INTERNATIONAL GROUP IN | $12.1M | 4.84% | 2.2M | 新建仓 |
| 4 | NVDA | NVIDIA CORPORATION | $10.8M | 4.31% | 53,946 | 新建仓 |
| 5 | IVV | ISHARES TR | $8.6M | 3.43% | 11,450 | 新建仓 |
| 6 | AAPL | APPLE INC | $7.9M | 3.16% | 27,350 | 新建仓 |
| 7 | MSFT | MICROSOFT CORP | $7.9M | 3.14% | 21,088 | 新建仓 |
| 8 | VOO | VANGUARD INDEX FDS | $7.5M | 2.98% | 10,872 | 新建仓 |
| 9 | GOOGL | ALPHABET INC | $4.1M | 1.64% | 11,477 | 新建仓 |
| 10 | GOOG | ALPHABET INC | $3.9M | 1.57% | 11,149 | 新建仓 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.9M | 1.55% | 8,099 | 新建仓 |
| 12 | AMZN | AMAZON COM INC | $3.6M | 1.44% | 15,108 | 新建仓 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $3.6M | 1.42% | 4,758 | 新建仓 |
| 14 | VTV | VANGUARD INDEX FDS | $3.1M | 1.26% | 14,440 | 新建仓 |
| 15 | LLY | ELI LILLY & CO | $3.0M | 1.19% | 2,491 | 新建仓 |
| 16 | AVGO | BROADCOM INC | $2.9M | 1.15% | 7,633 | 新建仓 |
| 17 | META | META PLATFORMS INC | $2.8M | 1.10% | 4,898 | 新建仓 |
| 18 | MS | MORGAN STANLEY | $2.2M | 0.89% | 10,637 | 新建仓 |
| 19 | EMXC | ISHARES INC | $2.1M | 0.86% | 20,981 | 新建仓 |
| 20 | AGG | ISHARES TR | $2.1M | 0.84% | 21,153 | 新建仓 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.1M | 0.84% | 4,220 | 新建仓 |
| 22 | VUG | VANGUARD INDEX FDS | $2.1M | 0.84% | 24,288 | 新建仓 |
| 23 | AVUV | AMERICAN CENTY ETF TR | $2.0M | 0.79% | 15,793 | 新建仓 |
| 24 | VYM | VANGUARD WHITEHALL FDS | $1.8M | 0.72% | 11,462 | 新建仓 |
| 25 | TSLA | TESLA INC | $1.8M | 0.71% | 4,223 | 新建仓 |
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