NWF Advisory Services Inc. 13F 持仓 · 2026年Q2
NWF Advisory Services 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 452 只证券,申报市值合计 10.64 亿美元。前几大持仓:MU(6.49%)、XLK(4.79%)、VOO(4.26%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | $69.0M | 6.49% | 59,795 | 减持 |
| 2 | XLK | SELECT SECTOR SPDR TR | $51.0M | 4.79% | 267,452 | 减持 |
| 3 | VOO | VANGUARD INDEX FDS | $45.3M | 4.26% | 65,939 | 增持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $41.2M | 3.88% | 82,424 | 增持 |
| 5 | AAPL | APPLE INC | $34.8M | 3.28% | 120,412 | 减持 |
| 6 | GOOG | ALPHABET INC | $28.2M | 2.66% | 79,940 | 减持 |
| 7 | SDY | SPDR SERIES TRUST | $28.0M | 2.63% | 183,880 | 增持 |
| 8 | IVV | ISHARES TR | $21.0M | 1.98% | 28,065 | 增持 |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $20.0M | 1.88% | 21,398 | 增持 |
| 10 | ITOT | ISHARES TR | $18.4M | 1.73% | 111,718 | 增持 |
| 11 | AMZN | AMAZON COM INC | $18.1M | 1.70% | 75,963 | 增持 |
| 12 | MGK | VANGUARD WORLD FD | $18.1M | 1.70% | 205,879 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $16.9M | 1.59% | 84,698 | 减持 |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $16.8M | 1.58% | 70,857 | 增持 |
| 15 | UNH | UNITEDHEALTH GROUP INC | $16.2M | 1.52% | 38,549 | 增持 |
| 16 | VUG | VANGUARD INDEX FDS | $15.0M | 1.41% | 174,428 | 增持 |
| 17 | VGT | VANGUARD WORLD FD | $14.7M | 1.38% | 123,009 | 增持 |
| 18 | V | VISA INC | $13.3M | 1.25% | 38,771 | 增持 |
| 19 | AXP | AMERICAN EXPRESS CO | $12.8M | 1.20% | 37,731 | 增持 |
| 20 | OXY | OCCIDENTAL PETE CORP | $12.4M | 1.17% | 255,543 | 增持 |
| 21 | QQQ | INVESCO QQQ TR | $12.4M | 1.17% | 16,833 | 增持 |
| 22 | BABA | ALIBABA GROUP HLDG LTD | $12.0M | 1.13% | 124,344 | 增持 |
| 23 | VTI | VANGUARD INDEX FDS | $11.1M | 1.05% | 30,084 | 增持 |
| 24 | BAC | BANK OF AMER CORP | $11.0M | 1.03% | 193,197 | 减持 |
| 25 | MKL | MARKEL GROUP INC | $10.5M | 0.99% | 5,398 | 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