Soltis Investment Advisors LLC 13F 持仓 · 2026年Q2
Soltis Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 613 只证券，申报市值合计 17.97 亿美元。前几大持仓：MSFT（6.25%）、NVDA（5.70%）、AAPL（4.39%）。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 | MSFT | MICROSOFT CORP | $112.4M | 6.25% | 301,252 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $102.5M | 5.70% | 512,339 | 增持 |
| 3 | AAPL | APPLE INC | $78.9M | 4.39% | 272,723 | 减持 |
| 4 | BND | VANGUARD BD INDEX FDS | $63.9M | 3.56% | 870,986 | 增持 |
| 5 | AMZN | AMAZON COM INC | $40.7M | 2.27% | 170,933 | 减持 |
| 6 | IVV | ISHARES TR | $34.7M | 1.93% | 46,281 | 减持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $34.0M | 1.89% | 45,543 | 减持 |
| 8 | GOOGL | ALPHABET INC | $28.7M | 1.60% | 80,379 | 增持 |
| 9 | SCHF | SCHWAB STRATEGIC TR | $26.7M | 1.49% | 963,932 | 增持 |
| 10 | IJH | ISHARES TR | $23.1M | 1.29% | 299,852 | 减持 |
| 11 | MU | MICRON TECHNOLOGY INC | $21.6M | 1.20% | 18,711 | 增持 |
| 12 | META | META PLATFORMS INC | $19.0M | 1.06% | 33,736 | 增持 |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $18.9M | 1.05% | 374,519 | 减持 |
| 14 | TSLA | TESLA INC | $18.0M | 1.00% | 42,742 | 减持 |
| 15 | MFSI | MFS ACTIVE EXCHANGE TRADED F | $16.7M | 0.93% | 514,017 | 增持 |
| 16 | VTI | VANGUARD INDEX FDS | $16.4M | 0.91% | 44,388 | 增持 |
| 17 | AMAT | APPLIED MATLS INC | $16.2M | 0.90% | 22,415 | 增持 |
| 18 | QQQ | INVESCO QQQ TR | $15.9M | 0.88% | 21,594 | 减持 |
| 19 | VOO | VANGUARD INDEX FDS | $15.9M | 0.88% | 23,087 | 增持 |
| 20 | AVGO | BROADCOM INC | $13.8M | 0.77% | 36,470 | 增持 |
| 21 | UNH | UNITEDHEALTH GROUP INC | $13.2M | 0.73% | 31,654 | 增持 |
| 22 | JNJ | JOHNSON & JOHNSON | $12.7M | 0.71% | 49,990 | 增持 |
| 23 | PAYX | PAYCHEX INC | $12.8M | 0.71% | 129,962 | 增持 |
| 24 | GOOG | ALPHABET INC | $12.5M | 0.70% | 35,481 | 增持 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $12.2M | 0.68% | 204,645 | 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