Spartan Wealth Advisory Services LLC 13F 持仓 · 2026年Q2
Spartan Wealth Advisory Services 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 320 只证券,申报市值合计 12.22 亿美元。前几大持仓:GOOGL(5.52%)、AAPL(4.82%)、NVDA(4.14%)。本季前 25 大持仓中:增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $67.5M | 5.52% | 188,784 | 增持 |
| 2 | AAPL | APPLE INC | $58.9M | 4.82% | 203,513 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $50.6M | 4.14% | 252,773 | 增持 |
| 4 | AMZN | AMAZON COM INC | $47.1M | 3.85% | 197,408 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $36.7M | 3.01% | 98,477 | 增持 |
| 6 | META | META PLATFORMS INC | $34.6M | 2.83% | 61,385 | 增持 |
| 7 | SGOV | ISHARES TR | $30.9M | 2.53% | 307,326 | 增持 |
| 8 | MU | MICRON TECHNOLOGY INC | $29.2M | 2.39% | 25,261 | 减持 |
| 9 | CRWD | CROWDSTRIKE HLDGS INC | $24.0M | 1.96% | 31,407 | 增持 |
| 10 | JFLX | J P MORGAN EXCHANGE TRADED F | $21.6M | 1.77% | 429,039 | 增持 |
| 11 | AMAT | APPLIED MATLS INC | $20.1M | 1.65% | 27,805 | 增持 |
| 12 | ANET | ARISTA NETWORKS INC | $18.2M | 1.49% | 107,298 | 增持 |
| 13 | LLY | ELI LILLY & CO | $18.2M | 1.49% | 15,192 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $16.8M | 1.38% | 51,414 | 增持 |
| 15 | AVGO | BROADCOM INC | $16.7M | 1.37% | 44,224 | 增持 |
| 16 | VONG | VANGUARD SCOTTSDALE FDS | $16.3M | 1.33% | 127,354 | 增持 |
| 17 | UCON | FIRST TR EXCHNG TRADED FD VI | $15.9M | 1.30% | 637,466 | 增持 |
| 18 | VONV | VANGUARD SCOTTSDALE FDS | $15.1M | 1.24% | 142,453 | 增持 |
| 19 | PANW | PALO ALTO NETWORKS INC | $15.1M | 1.23% | 44,150 | 增持 |
| 20 | SPIB | SPDR SERIES TRUST | $13.1M | 1.07% | 390,646 | 增持 |
| 21 | VOO | VANGUARD INDEX FDS | $13.1M | 1.07% | 19,059 | 减持 |
| 22 | CAT | CATERPILLAR INC | $12.9M | 1.05% | 12,069 | 增持 |
| 23 | XOM | EXXON MOBIL CORP | $12.7M | 1.04% | 92,883 | 增持 |
| 24 | V | VISA INC | $11.3M | 0.93% | 32,969 | 减持 |
| 25 | FTQI | FIRST TR EXCHANGE TRADED FD | $11.2M | 0.92% | 508,242 | 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