Outlook Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Outlook Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 305 只证券，申报市值合计 4.63 亿美元。前几大持仓：IVV（4.56%）、VTV（3.96%）、QQQ（3.86%）。本季前 25 大持仓中：新建仓 4 只、增持 16 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $21.1M | 4.56% | 28,200 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $18.3M | 3.96% | 84,073 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $17.9M | 3.86% | 24,240 | 减持 |
| 4 | BSEP | INNOVATOR ETFS TRUST | $16.9M | 3.65% | 320,071 | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $14.7M | 3.18% | 73,506 | 减持 |
| 6 | HYDB | ISHARES TR | $11.3M | 2.45% | 242,213 | 减持 |
| 7 | IJR | ISHARES TR | $11.1M | 2.40% | 74,930 | 增持 |
| 8 | QSPT | FIRST TR EXCHNG TRADED FD VI | $10.9M | 2.36% | 313,875 | 增持 |
| 9 | IDV | ISHARES TR | $9.9M | 2.14% | 239,217 | 增持 |
| 10 | IEFA | ISHARES TR | $9.2M | 1.98% | 95,081 | 增持 |
| 11 | EMB | ISHARES TR | $8.0M | 1.72% | 82,741 | 增持 |
| 12 | EEM | ISHARES TR | $7.8M | 1.69% | 114,378 | 增持 |
| 13 | AAPL | APPLE INC | $6.8M | 1.46% | 23,357 | 减持 |
| 14 | MAYW | AIM ETF PRODUCTS TRUST | $6.6M | 1.43% | 190,171 | 新建仓 |
| 15 | EFV | ISHARES TR | $5.8M | 1.25% | 75,388 | 增持 |
| 16 | FTXL | FIRST TR EXCHANGE TRADED FD | $5.7M | 1.24% | 20,140 | 增持 |
| 17 | IGSB | ISHARES TR | $5.6M | 1.21% | 107,144 | 增持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 1.00% | 6,215 | 增持 |
| 19 | JANW | AIM ETF PRODUCTS TRUST | $4.6M | 0.99% | 118,060 | 增持 |
| 20 | JUNW | AIM ETF PRODUCTS TRUST | $4.3M | 0.92% | 123,684 | 新建仓 |
| 21 | ISHG | ISHARES TR | $4.2M | 0.90% | 56,096 | 增持 |
| 22 | LRCX | LAM RESEARCH CORP | $4.2M | 0.90% | 9,697 | 减持 |
| 23 | QFLR | INNOVATOR ETFS TRUST | $3.9M | 0.84% | 106,513 | 增持 |
| 24 | FEBW | AIM ETF PRODUCTS TRUST | $3.8M | 0.83% | 108,127 | 新建仓 |
| 25 | GMAY | FIRST TR EXCHNG TRADED FD VI | $3.9M | 0.83% | 89,510 | 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