ProVise Management Group, LLC 13F 持仓 · 2026年Q2
ProVise Management Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 282 只证券，申报市值合计 14.92 亿美元。前几大持仓：DGRO（7.27%）、GOOG（4.02%）、SPDW（3.81%）。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 | DGRO | ISHARES TR | $108.4M | 7.27% | 1.4M | 增持 |
| 2 | GOOG | ALPHABET INC | $59.9M | 4.02% | 169,632 | 减持 |
| 3 | SPDW | SPDR INDEX SHS FDS | $56.9M | 3.81% | 1.1M | 增持 |
| 4 | AMAT | APPLIED MATLS INC | $42.4M | 2.84% | 58,658 | 减持 |
| 5 | IWY | ISHARES TR | $39.9M | 2.68% | 137,347 | 增持 |
| 6 | MGC | VANGUARD WORLD FD | $38.1M | 2.55% | 139,081 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $36.4M | 2.44% | 97,541 | 增持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $34.9M | 2.34% | 69,719 | 增持 |
| 9 | IGIB | ISHARES TR | $34.7M | 2.33% | 652,917 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO | $34.3M | 2.30% | 104,741 | 增持 |
| 11 | AMZN | AMAZON COM INC | $33.1M | 2.22% | 138,955 | 减持 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $32.0M | 2.15% | 135,272 | 减持 |
| 13 | VO | VANGUARD INDEX FDS | $30.8M | 2.06% | 381,713 | 增持 |
| 14 | PM | PHILIP MORRIS INTL INC | $28.7M | 1.92% | 158,459 | 增持 |
| 15 | WFC | WELLS FARGO & CO | $28.5M | 1.91% | 344,567 | 增持 |
| 16 | ADI | ANALOG DEVICES INC | $26.3M | 1.76% | 66,221 | 减持 |
| 17 | STIP | ISHARES TR | $25.7M | 1.72% | 251,467 | 增持 |
| 18 | VTIP | VANGUARD MALVERN FDS | $21.4M | 1.44% | 426,377 | 增持 |
| 19 | NVS | NOVARTIS AG | $21.0M | 1.41% | 134,100 | 减持 |
| 20 | AAPL | APPLE INC | $20.1M | 1.35% | 69,472 | 增持 |
| 21 | GOOGL | ALPHABET INC | $19.1M | 1.28% | 53,410 | 减持 |
| 22 | SCHW | SCHWAB CHARLES CORP | $18.0M | 1.21% | 195,522 | 增持 |
| 23 | V | VISA INC | $16.9M | 1.13% | 49,212 | 增持 |
| 24 | SCHG | SCHWAB STRATEGIC TR | $16.2M | 1.09% | 479,214 | 增持 |
| 25 | VOE | VANGUARD INDEX FDS | $16.1M | 1.08% | 81,506 | 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