NBZ Investment Advisors LLC 13F 持仓 · 2026年Q2
NBZ Investment Advisors 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 2.56 亿美元。前几大持仓：SPYM（13.53%）、DIVO（9.42%）、BALT（6.55%）。本季前 25 大持仓中：增持 8 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $34.7M | 13.53% | 394,763 | 减持 |
| 2 | DIVO | AMPLIFY ETF TR | $24.2M | 9.42% | 528,957 | 增持 |
| 3 | BALT | INNOVATOR ETFS TRUST | $16.8M | 6.55% | 490,105 | 减持 |
| 4 | XSMO | INVESCO EXCHANGE TRADED FD T | $16.8M | 6.53% | 178,992 | 减持 |
| 5 | TSPA | T ROWE PRICE EXCHANGE-TRADED | $15.6M | 6.08% | 328,035 | 减持 |
| 6 | GRNY | TIDAL TRUST I | $15.5M | 6.05% | 561,294 | 减持 |
| 7 | XMHQ | INVESCO EXCHANGE TRADED FD T | $14.6M | 5.70% | 129,534 | 减持 |
| 8 | JAAA | JANUS DETROIT STR TR | $13.8M | 5.40% | 274,249 | 减持 |
| 9 | FEGE | RBB FUND TRUST | $12.8M | 4.98% | 261,301 | 增持 |
| 10 | TACK | CAPITOL SER TR | $10.0M | 3.90% | 316,502 | 减持 |
| 11 | SCHB | SCHWAB STRATEGIC TR | $8.8M | 3.42% | 303,344 | 减持 |
| 12 | FEBU | AIM ETF PRODUCTS TRUST | $7.9M | 3.10% | 267,443 | 减持 |
| 13 | AKRE | PROFESIONALLY MANAGED PORTFO | $6.9M | 2.70% | 130,421 | 减持 |
| 14 | ARKK | ARK ETF TR | $5.8M | 2.26% | 71,696 | 减持 |
| 15 | SGOV | ISHARES TR | $5.3M | 2.08% | 52,908 | 增持 |
| 16 | AAPL | APPLE INC | $4.4M | 1.72% | 15,287 | 增持 |
| 17 | GOOG | ALPHABET INC | $3.3M | 1.27% | 9,238 | 持平 |
| 18 | TCHP | T ROWE PRICE EXCHANGE-TRADED | $3.2M | 1.23% | 63,188 | 减持 |
| 19 | NVDA | NVIDIA CORPORATION | $3.1M | 1.21% | 15,534 | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $2.9M | 1.11% | 3,879 | 增持 |
| 21 | AXP | AMERICAN EXPRESS CO | $2.5M | 0.97% | 7,350 | 增持 |
| 22 | AUGU | AIM ETF PRODUCTS TRUST | $2.3M | 0.89% | 72,314 | 减持 |
| 23 | SCHM | SCHWAB STRATEGIC TR | $2.1M | 0.84% | 58,113 | 减持 |
| 24 | VRT | VERTIV HOLDINGS CO | $1.6M | 0.63% | 4,805 | 持平 |
| 25 | MSFT | MICROSOFT CORP | $1.6M | 0.62% | 4,237 | 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