Prossimo Advisors, LLC 13F 持仓 · 2026年Q2
Prossimo Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 24 只证券,申报市值合计 1,733.34 万美元。前几大持仓:VOO(20.82%)、BRKB(12.31%)、NVDA(7.07%)。本季前 25 大持仓中:新建仓 2 只、增持 11 只、减持 2 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $3.6M | 20.82% | 5,255 | 持平 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.1M | 12.31% | 4,264 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $1.2M | 7.07% | 6,124 | 增持 |
| 4 | HYG | ISHARES TR | $1.1M | 6.10% | 13,224 | 增持 |
| 5 | PJUL | INNOVATOR ETFS TRUST | $1.1M | 6.07% | 21,554 | 持平 |
| 6 | MSFT | MICROSOFT CORP | $857,550 | 4.95% | 2,299 | 增持 |
| 7 | IGIB | ISHARES TR | $758,842 | 4.38% | 14,272 | 增持 |
| 8 | SCHP | SCHWAB STRATEGIC TR | $609,500 | 3.52% | 23,000 | 持平 |
| 9 | AAPL | APPLE INC | $597,239 | 3.45% | 2,064 | 增持 |
| 10 | ICSH | ISHARES TR | $573,021 | 3.31% | 11,329 | 持平 |
| 11 | JPST | J P MORGAN EXCHANGE TRADED F | $568,811 | 3.28% | 11,248 | 持平 |
| 12 | EZU | ISHARES INC | $456,893 | 2.64% | 6,574 | 增持 |
| 13 | IVV | ISHARES TR | $449,334 | 2.59% | 600 | 减持 |
| 14 | GOOGL | ALPHABET INC | $423,841 | 2.45% | 1,186 | 增持 |
| 15 | J | JACOBS SOLUTIONS INC | $378,000 | 2.18% | 3,000 | 持平 |
| 16 | AVGO | BROADCOM INC | $363,773 | 2.10% | 963 | 增持 |
| 17 | AMZN | AMAZON COM INC | $355,603 | 2.05% | 1,492 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $352,534 | 2.03% | 1,077 | 持平 |
| 19 | EMOP | AB ACTIVE ETFS INC | $266,216 | 1.54% | 5,097 | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $267,684 | 1.54% | 1,054 | 持平 |
| 21 | ILOW | AB ACTIVE ETFS INC | $258,395 | 1.49% | 5,684 | 持平 |
| 22 | KLAC | KLA CORP | $257,359 | 1.48% | 853 | 新建仓 |
| 23 | BAC | BANK OF AMER CORP | $244,273 | 1.41% | 4,287 | 减持 |
| 24 | EWJ | ISHARES INC | $216,573 | 1.25% | 2,322 | 新建仓 |
| 25 | CTAS | CINTAS CORP | $0 | 0.00% | 0 | 清仓 |
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