Sylvest Advisors, LLC 13F 持仓 · 2026年Q2
Sylvest Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 2.22 亿美元。前几大持仓：IWD（14.45%）、IWF（11.57%）、SCHF（10.92%）。本季前 25 大持仓中：新建仓 3 只、增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | $32.1M | 14.45% | 132,225 | 增持 |
| 2 | IWF | ISHARES TR | $25.7M | 11.57% | 206,645 | 增持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $24.2M | 10.92% | 874,202 | 增持 |
| 4 | VO | VANGUARD INDEX FDS | $18.7M | 8.42% | 231,722 | 增持 |
| 5 | IJR | ISHARES TR | $14.1M | 6.36% | 95,087 | 增持 |
| 6 | COWZ | PACER FDS TR | $13.6M | 6.11% | 218,057 | 减持 |
| 7 | COWG | PACER FDS TR | $12.3M | 5.54% | 306,096 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $8.1M | 3.66% | 21,770 | 增持 |
| 9 | AVEM | AMERICAN CENTY ETF TR | $8.0M | 3.62% | 83,114 | 增持 |
| 10 | AVUV | AMERICAN CENTY ETF TR | $6.3M | 2.82% | 50,151 | 增持 |
| 11 | AAPL | APPLE INC | $5.2M | 2.32% | 17,816 | 减持 |
| 12 | VTI | VANGUARD INDEX FDS | $4.8M | 2.16% | 12,949 | 减持 |
| 13 | EZM | WISDOMTREE TR | $4.7M | 2.12% | 62,150 | 增持 |
| 14 | FNY | FIRST TR EXCHANGE-TRADED ALP | $2.1M | 0.92% | 18,508 | 减持 |
| 15 | VNQ | VANGUARD INDEX FDS | $1.7M | 0.79% | 18,074 | 增持 |
| 16 | AVLV | AMERICAN CENTY ETF TR | $1.5M | 0.67% | 16,291 | 新建仓 |
| 17 | MRK | MERCK & CO INC | $1.5M | 0.66% | 11,472 | 减持 |
| 18 | PRF | INVESCO EXCHANGE TRADED FD T | $1.4M | 0.64% | 26,225 | 增持 |
| 19 | ITOT | ISHARES TR | $1.3M | 0.58% | 7,871 | 减持 |
| 20 | AMGN | AMGEN INC | $1.1M | 0.51% | 3,147 | 持平 |
| 21 | GOOGL | ALPHABET INC | $1.1M | 0.50% | 3,104 | 减持 |
| 22 | FYC | FIRST TR EXCHANGE-TRADED ALP | $1.1M | 0.47% | 8,260 | 减持 |
| 23 | GOOG | ALPHABET INC | $981,918 | 0.44% | 2,779 | 增持 |
| 24 | BMI | BADGER METER INC | $953,342 | 0.43% | 6,425 | 新建仓 |
| 25 | ADP | AUTOMATIC DATA PROCESSING IN | $898,711 | 0.41% | 4,013 | 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