SAM Advisors, LLC 13F 持仓 · 2026年Q2
SAM Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 3.66 亿美元。前几大持仓：VTI（31.88%）、VXUS（17.18%）、QQQ（7.75%）。本季前 25 大持仓中：增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $116.8M | 31.88% | 315,641 | 增持 |
| 2 | VXUS | VANGUARD STAR FDS | $62.9M | 17.18% | 736,191 | 增持 |
| 3 | QQQ | INVESCO QQQ TR | $28.4M | 7.75% | 38,541 | 增持 |
| 4 | VB | VANGUARD INDEX FDS | $22.6M | 6.17% | 74,596 | 增持 |
| 5 | SPHY | SPDR SERIES TRUST | $17.5M | 4.77% | 746,103 | 增持 |
| 6 | JPEM | J P MORGAN EXCHANGE TRADED F | $12.6M | 3.45% | 201,299 | 增持 |
| 7 | IYG | ISHARES TR | $10.8M | 2.95% | 119,266 | 增持 |
| 8 | PULS | PGIM ETF TR | $8.3M | 2.28% | 168,199 | 增持 |
| 9 | BKLN | INVESCO EXCH TRADED FD TR II | $6.7M | 1.84% | 330,241 | 增持 |
| 10 | SJNK | SPDR SERIES TRUST | $6.6M | 1.81% | 265,141 | 增持 |
| 11 | AAPL | APPLE INC | $6.1M | 1.68% | 21,241 | 增持 |
| 12 | EXG | EATON VANCE TAX-MANAGED GLOB | $5.3M | 1.45% | 541,443 | 增持 |
| 13 | MSFT | MICROSOFT CORP | $5.1M | 1.40% | 13,706 | 增持 |
| 14 | SPG | SIMON PPTY GROUP INC NEW | $5.0M | 1.37% | 22,371 | 增持 |
| 15 | AMZN | AMAZON COM INC | $4.8M | 1.31% | 20,086 | 增持 |
| 16 | KRE | SPDR SERIES TRUST | $4.8M | 1.31% | 63,984 | 增持 |
| 17 | SCHW | SCHWAB CHARLES CORP | $4.2M | 1.16% | 46,059 | 增持 |
| 18 | UBER | UBER TECHNOLOGIES INC | $3.9M | 1.06% | 53,596 | 增持 |
| 19 | XOVR | ENTREPRENEURSHARES SERIES TR | $3.8M | 1.04% | 180,304 | 增持 |
| 20 | AMLP | ALPS ETF TR | $3.6M | 0.97% | 68,490 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $2.9M | 0.80% | 11,600 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.8M | 0.77% | 14,179 | 减持 |
| 23 | EVSD | MORGAN STANLEY ETF TRUST | $2.4M | 0.64% | 46,319 | 增持 |
| 24 | GOOG | ALPHABET INC | $2.1M | 0.57% | 5,928 | 减持 |
| 25 | CAT | CATERPILLAR INC | $1.6M | 0.45% | 1,540 | 持平 |
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