Petros Family Wealth, LLC 13F 持仓 · 2026年Q2
Petros Family Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 133 只证券，申报市值合计 1.64 亿美元。前几大持仓：SPY（5.78%）、AVDE（4.87%）、AAPL（4.82%）。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 | SPY | STATE STR SPDR S&P 500 ETF T | $9.5M | 5.78% | 12,662 | 增持 |
| 2 | AVDE | AMERICAN CENTY ETF TR | $8.0M | 4.87% | 89,355 | 增持 |
| 3 | AAPL | APPLE INC | $7.9M | 4.82% | 27,263 | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $6.2M | 3.79% | 87,034 | 增持 |
| 5 | KLAC | KLA CORP | $5.6M | 3.42% | 18,534 | 增持 |
| 6 | QGRO | AMERICAN CENTY ETF TR | $5.5M | 3.35% | 46,461 | 增持 |
| 7 | VO | VANGUARD INDEX FDS | $5.3M | 3.26% | 66,134 | 增持 |
| 8 | IJH | ISHARES TR | $4.2M | 2.59% | 54,924 | 增持 |
| 9 | SHY | ISHARES TR | $4.0M | 2.45% | 48,808 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $3.9M | 2.41% | 19,696 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $3.7M | 2.27% | 9,937 | 增持 |
| 12 | UNH | UNITEDHEALTH GROUP INC | $3.7M | 2.27% | 8,931 | 增持 |
| 13 | COWZ | PACER FDS TR | $3.4M | 2.07% | 54,403 | 增持 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $3.4M | 2.07% | 56,648 | 减持 |
| 15 | AVEM | AMERICAN CENTY ETF TR | $2.7M | 1.66% | 28,060 | 增持 |
| 16 | CSCO | CISCO SYS INC | $2.7M | 1.65% | 22,953 | 增持 |
| 17 | IVV | ISHARES TR | $2.5M | 1.54% | 3,367 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.51% | 7,566 | 增持 |
| 19 | GOOG | ALPHABET INC | $2.4M | 1.48% | 6,849 | 减持 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $2.4M | 1.44% | 4,064 | 减持 |
| 21 | AMZN | AMAZON COM INC | $2.0M | 1.23% | 8,448 | 增持 |
| 22 | AMGN | AMGEN INC | $1.9M | 1.15% | 5,176 | 减持 |
| 23 | GOOGL | ALPHABET INC | $1.9M | 1.15% | 5,239 | 减持 |
| 24 | SGOV | ISHARES TR | $1.8M | 1.12% | 18,179 | 增持 |
| 25 | BAC | BANK OF AMER CORP | $1.8M | 1.11% | 31,772 | 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