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Spectrum Wealth Advisory Group, LLC 13F 持仓 · 2026年Q2

Spectrum Wealth Advisory Group 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 543 只证券,申报市值合计 3.51 亿美元。前几大持仓:QQQM(12.55%)、JQUA(11.02%)、RECS(10.56%)。本季前 25 大持仓中:新建仓 3 只、增持 10 只、减持 12 只。

排名代码公司市值占组合股数变动
1QQQMINVESCO EXCH TRADED FD TR II$44.1M12.55%145,412增持
2JQUAJ P MORGAN EXCHANGE TRADED F$38.7M11.02%535,194增持
3RECSCOLUMBIA ETF TR I$37.1M10.56%856,938增持
4FLCCFEDERATED HERMES ETF TRUST$29.5M8.40%839,198新建仓
5MFSIMFS ACTIVE EXCHANGE TRADED F$19.2M5.48%592,436增持
6JHMDJOHN HANCOCK EXCHANGE TRADED$19.0M5.40%426,864增持
7QQQINVESCO QQQ TR$18.5M5.27%25,103减持
8RDVYFIRST TR EXCHANGE TRADED FD$17.4M4.95%214,395减持
9FLXRTCW ETF TRUST$15.5M4.42%395,692减持
10AAPLAPPLE INC$9.4M2.69%32,654增持
11IUSGISHARES TR$8.6M2.44%45,564减持
12SPTISPDR SERIES TRUST$6.7M1.92%236,893增持
13XMHQINVESCO EXCHANGE TRADED FD T$6.3M1.80%56,108减持
14SDVYFIRST TR EXCHANGE TRADED FD$6.0M1.71%139,316增持
15DGSWISDOMTREE TR$5.5M1.58%85,575减持
16VNLAJANUS DETROIT STR TR$3.5M1.01%72,445新建仓
17CIBRFIRST TR EXCHANGE-TRADED FD$3.5M1.00%38,955减持
18XMMOINVESCO EXCHANGE TRADED FD T$3.5M1.00%20,610减持
19SPYSTATE STR SPDR S&P 500 ETF T$3.4M0.97%4,543减持
20CWBSPDR SERIES TRUST$3.1M0.88%28,575减持
21GOOGLALPHABET INC$2.4M0.69%6,816增持
22FPXFIRST TR EXCHANGE-TRADED FD$2.3M0.66%11,265减持
23GOOGALPHABET INC$2.2M0.62%6,141增持
24AMZNAMAZON COM INC$2.2M0.61%9,051减持
25XAGGMORGAN STANLEY ETF TRUST$2.0M0.58%40,949新建仓

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