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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
1GOOGLALPHABET INC$67.5M5.52%188,784增持
2AAPLAPPLE INC$58.9M4.82%203,513减持
3NVDANVIDIA CORPORATION$50.6M4.14%252,773增持
4AMZNAMAZON COM INC$47.1M3.85%197,408增持
5MSFTMICROSOFT CORP$36.7M3.01%98,477增持
6METAMETA PLATFORMS INC$34.6M2.83%61,385增持
7SGOVISHARES TR$30.9M2.53%307,326增持
8MUMICRON TECHNOLOGY INC$29.2M2.39%25,261减持
9CRWDCROWDSTRIKE HLDGS INC$24.0M1.96%31,407增持
10JFLXJ P MORGAN EXCHANGE TRADED F$21.6M1.77%429,039增持
11AMATAPPLIED MATLS INC$20.1M1.65%27,805增持
12ANETARISTA NETWORKS INC$18.2M1.49%107,298增持
13LLYELI LILLY & CO$18.2M1.49%15,192增持
14JPMJPMORGAN CHASE & CO$16.8M1.38%51,414增持
15AVGOBROADCOM INC$16.7M1.37%44,224增持
16VONGVANGUARD SCOTTSDALE FDS$16.3M1.33%127,354增持
17UCONFIRST TR EXCHNG TRADED FD VI$15.9M1.30%637,466增持
18VONVVANGUARD SCOTTSDALE FDS$15.1M1.24%142,453增持
19PANWPALO ALTO NETWORKS INC$15.1M1.23%44,150增持
20SPIBSPDR SERIES TRUST$13.1M1.07%390,646增持
21VOOVANGUARD INDEX FDS$13.1M1.07%19,059减持
22CATCATERPILLAR INC$12.9M1.05%12,069增持
23XOMEXXON MOBIL CORP$12.7M1.04%92,883增持
24VVISA INC$11.3M0.93%32,969减持
25FTQIFIRST TR EXCHANGE TRADED FD$11.2M0.92%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