San Luis Wealth Advisors LLC 13F 持仓 · 2026年Q2
San Luis Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 183 只证券，申报市值合计 6.64 亿美元。前几大持仓：AAPL（5.57%）、FDIV（5.52%）、NVDA（4.06%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $37.0M | 5.57% | 127,968 | 增持 |
| 2 | FDIV | EA SERIES TRUST | $36.7M | 5.52% | 1.3M | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $27.0M | 4.06% | 134,812 | 增持 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $24.8M | 3.74% | 490,768 | 减持 |
| 5 | VCRB | VANGUARD MALVERN FDS | $24.5M | 3.69% | 317,382 | 增持 |
| 6 | TOTL | SSGA ACTIVE ETF TR | $22.2M | 3.34% | 561,780 | 减持 |
| 7 | DIVB | ISHARES TR | $19.1M | 2.87% | 309,592 | 增持 |
| 8 | BUYW | NORTHERN LTS FD TR IV | $17.6M | 2.65% | 1.2M | 增持 |
| 9 | VCRM | VANGUARD MUN BD FDS | $16.4M | 2.46% | 214,094 | 减持 |
| 10 | PYLD | PIMCO ETF TR | $15.7M | 2.36% | 590,775 | 增持 |
| 11 | GOOGL | ALPHABET INC | $15.1M | 2.27% | 42,264 | 增持 |
| 12 | AMZN | AMAZON COM INC | $13.2M | 1.99% | 55,518 | 增持 |
| 13 | FMTM | EA SERIES TRUST | $12.5M | 1.87% | 285,414 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $12.4M | 1.87% | 33,304 | 增持 |
| 15 | TSLA | TESLA INC | $12.3M | 1.86% | 29,332 | 增持 |
| 16 | VBR | VANGUARD INDEX FDS | $10.9M | 1.64% | 44,940 | 减持 |
| 17 | VXUS | VANGUARD STAR FDS | $10.5M | 1.59% | 123,273 | 增持 |
| 18 | UNH | UNITEDHEALTH GROUP INC | $10.4M | 1.56% | 25,075 | 增持 |
| 19 | UPS | UNITED PARCEL SVCS INC | $10.3M | 1.55% | 95,517 | 增持 |
| 20 | VTEB | VANGUARD MUN BD FDS | $10.0M | 1.50% | 196,900 | 减持 |
| 21 | BIV | VANGUARD BD INDEX FDS | $9.8M | 1.48% | 127,851 | 增持 |
| 22 | CATF | AMERICAN CENTY ETF TR | $9.8M | 1.47% | 194,210 | 增持 |
| 23 | VCLT | VANGUARD SCOTTSDALE FDS | $9.6M | 1.45% | 127,872 | 增持 |
| 24 | AVGO | BROADCOM INC | $8.2M | 1.23% | 21,640 | 减持 |
| 25 | XLK | SELECT SECTOR SPDR TR | $8.1M | 1.23% | 42,763 | 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