Private Advisory Group LLC 13F 持仓 · 2026年Q2
Private Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 287 只证券，申报市值合计 18.53 亿美元。前几大持仓：NVDA（4.70%）、AAPL（4.41%）、GOOG（3.92%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $87.1M | 4.70% | 435,514 | 增持 |
| 2 | AAPL | APPLE INC | $81.7M | 4.41% | 282,465 | 增持 |
| 3 | GOOG | ALPHABET INC | $72.6M | 3.92% | 205,450 | 增持 |
| 4 | TSLA | TESLA INC | $55.5M | 2.99% | 131,930 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $54.9M | 2.96% | 147,240 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $54.7M | 2.95% | 74,272 | 减持 |
| 7 | AMZN | AMAZON COM INC | $53.5M | 2.89% | 224,386 | 增持 |
| 8 | MU | MICRON TECHNOLOGY INC | $51.4M | 2.77% | 44,507 | 减持 |
| 9 | EWY | ISHARES INC | $39.9M | 2.15% | 197,723 | 减持 |
| 10 | INTC | INTEL CORP | $36.3M | 1.96% | 260,206 | 增持 |
| 11 | AMD | ADVANCED MICRO DEVICES INC | $36.2M | 1.95% | 62,340 | 减持 |
| 12 | AVGO | BROADCOM INC | $33.2M | 1.79% | 87,992 | 增持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.1M | 1.57% | 60,921 | 增持 |
| 14 | META | META PLATFORMS INC | $24.6M | 1.33% | 43,652 | 减持 |
| 15 | VRT | VERTIV HOLDINGS CO | $24.6M | 1.33% | 73,365 | 减持 |
| 16 | SGOV | ISHARES TR | $23.9M | 1.29% | 237,617 | 增持 |
| 17 | VUG | VANGUARD INDEX FDS | $23.3M | 1.26% | 270,900 | 增持 |
| 18 | ASML | ASML HLDG NV | $23.1M | 1.24% | 11,592 | 减持 |
| 19 | GLW | CORNING INC | $21.7M | 1.17% | 84,851 | 增持 |
| 20 | LLY | ELI LILLY & CO | $21.5M | 1.16% | 17,932 | 增持 |
| 21 | TER | TERADYNE INC | $20.6M | 1.11% | 42,504 | 增持 |
| 22 | EUSA | ISHARES INC | $19.2M | 1.04% | 168,089 | 减持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $19.2M | 1.03% | 20,472 | 减持 |
| 24 | IJH | ISHARES TR | $18.0M | 0.97% | 234,057 | 增持 |
| 25 | IWD | ISHARES TR | $17.4M | 0.94% | 71,874 | 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