Octavia Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Octavia Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 231 只证券，申报市值合计 11.58 亿美元。前几大持仓：SPYV（14.79%）、SPYG（14.39%）、FBND（8.10%）。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 | SPYV | SPDR SERIES TRUST | $171.3M | 14.79% | 2.8M | 增持 |
| 2 | SPYG | SPDR SERIES TRUST | $166.7M | 14.39% | 1.4M | 增持 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $93.8M | 8.10% | 2.1M | 增持 |
| 4 | AGG | ISHARES TR | $66.4M | 5.73% | 670,616 | 增持 |
| 5 | IEMG | ISHARES INC | $64.7M | 5.58% | 780,613 | 增持 |
| 6 | IEFA | ISHARES TR | $47.9M | 4.13% | 495,563 | 增持 |
| 7 | AAPL | APPLE INC | $46.3M | 4.00% | 160,145 | 减持 |
| 8 | EFG | ISHARES TR | $42.6M | 3.68% | 342,462 | 增持 |
| 9 | EFV | ISHARES TR | $40.6M | 3.50% | 530,172 | 增持 |
| 10 | GOOGL | ALPHABET INC | $35.1M | 3.03% | 98,255 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $26.8M | 2.31% | 133,717 | 减持 |
| 12 | SPMD | SPDR SERIES TRUST | $25.6M | 2.21% | 378,745 | 增持 |
| 13 | IMTB | ISHARES TR | $21.6M | 1.86% | 494,673 | 增持 |
| 14 | AMZN | AMAZON COM INC | $20.5M | 1.77% | 86,221 | 减持 |
| 15 | MU | MICRON TECHNOLOGY INC | $13.9M | 1.20% | 12,006 | 减持 |
| 16 | SPSM | SPDR SERIES TRUST | $13.5M | 1.17% | 234,356 | 增持 |
| 17 | VYM | VANGUARD WHITEHALL FDS | $13.2M | 1.14% | 83,726 | 增持 |
| 18 | USHY | ISHARES TR | $10.6M | 0.92% | 286,513 | 增持 |
| 19 | IAGG | ISHARES TR | $10.3M | 0.89% | 203,872 | 增持 |
| 20 | AGOX | STARBOARD INVT TR | $9.4M | 0.81% | 271,431 | 增持 |
| 21 | QQQ | INVESCO QQQ TR | $8.6M | 0.75% | 11,725 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $8.1M | 0.70% | 21,711 | 增持 |
| 23 | MO | ALTRIA GROUP INC | $7.9M | 0.69% | 108,821 | 减持 |
| 24 | VGSH | VANGUARD SCOTTSDALE FDS | $7.4M | 0.64% | 127,093 | 增持 |
| 25 | GOOG | ALPHABET INC | $6.7M | 0.58% | 19,051 | 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