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Solano Wealth Investment Advisors LLC 13F 持仓 · 2026年Q2

Solano Wealth Investment Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 35 只证券,申报市值合计 2.20 亿美元。前几大持仓:QQQM(10.38%)、SDVY(8.19%)、FVD(8.17%)。本季前 25 大持仓中:增持 2 只、减持 19 只。

排名代码公司市值占组合股数变动
1QQQMINVESCO EXCH TRADED FD TR II$22.8M10.38%75,296减持
2SDVYFIRST TR EXCHANGE TRADED FD$18.0M8.19%416,944减持
3FVDFIRST TR EXCHANGE-TRADED FD$18.0M8.17%372,837减持
4BUFRFIRST TR EXCHNG TRADED FD VI$17.9M8.14%489,588减持
5DGRWWISDOMTREE TR$15.3M6.95%159,765减持
6ITOTISHARES TR$14.9M6.78%90,727减持
7QQQINVESCO QQQ TR$13.5M6.17%18,397减持
8SYFIAB ACTIVE ETFS INC$12.9M5.88%361,666减持
9IHDGWISDOMTREE TR$11.9M5.41%226,834增持
10IMTMISHARES TR$11.2M5.09%209,765增持
11RDVYFIRST TR EXCHANGE TRADED FD$9.4M4.26%115,413减持
12OMFLINVESCO EXCH TRD SLF IDX FD$8.7M3.98%127,571减持
13XLRESELECT SECTOR SPDR TR$8.4M3.82%190,902减持
14FTCSFIRST TR EXCHANGE-TRADED FD$7.6M3.47%81,256减持
15SPYSTATE STR SPDR S&P 500 ETF T$7.0M3.18%9,367减持
16OMFSINVESCO EXCH TRD SLF IDX FD$5.1M2.30%94,721减持
17NTRANATERA INC$2.4M1.07%8,700持平
18RWLINVESCO EXCH TRADED FD TR II$2.3M1.07%18,366减持
19SPTMSPDR SERIES TRUST$2.1M0.95%22,967减持
20GOOGLALPHABET INC$1.5M0.70%4,319持平
21ROSCLATTICE STRATEGIES TR$1.5M0.69%27,031减持
22WTVWISDOMTREE TR$1.2M0.55%11,941减持
23AAPLAPPLE INC$1.1M0.49%3,685持平
24IVWISHARES TR$815,6900.37%5,931减持
25LLYELI LILLY & CO$672,1220.31%560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