Tred Avon Family Wealth, LLC 13F 持仓 · 2026年Q2
Tred Avon Family Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 262 只证券，申报市值合计 3.27 亿美元。前几大持仓：BAC（5.00%）、IVV（3.71%）、AAPL（3.51%）。本季前 25 大持仓中：增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BAC | BANK OF AMER CORP | $16.3M | 5.00% | 286,761 | 持平 |
| 2 | IVV | ISHARES TR | $12.1M | 3.71% | 16,175 | 增持 |
| 3 | AAPL | APPLE INC | $11.5M | 3.51% | 39,689 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $9.3M | 2.86% | 25,058 | 减持 |
| 5 | AMZN | AMAZON COM INC | $7.6M | 2.32% | 31,754 | 减持 |
| 6 | GOOG | ALPHABET INC | $7.2M | 2.19% | 20,242 | 减持 |
| 7 | JNJ | JOHNSON & JOHNSON | $6.6M | 2.01% | 25,826 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $5.8M | 1.79% | 29,173 | 减持 |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.7M | 1.76% | 11,467 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO | $4.9M | 1.51% | 15,036 | 减持 |
| 11 | VTI | VANGUARD INDEX FDS | $4.7M | 1.43% | 12,657 | 减持 |
| 12 | AVGO | BROADCOM INC | $4.6M | 1.42% | 12,295 | 增持 |
| 13 | GOOGL | ALPHABET INC | $4.6M | 1.42% | 12,980 | 减持 |
| 14 | PANW | PALO ALTO NETWORKS INC | $4.3M | 1.31% | 12,518 | 减持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $4.1M | 1.25% | 68,506 | 增持 |
| 16 | LLY | ELI LILLY & CO | $3.9M | 1.21% | 3,283 | 减持 |
| 17 | VEU | VANGUARD INTL EQUITY INDEX F | $3.4M | 1.05% | 41,134 | 增持 |
| 18 | XOM | EXXON MOBIL CORP | $3.3M | 1.00% | 23,780 | 减持 |
| 19 | GBDC | GOLUB CAP BDC INC | $3.2M | 0.99% | 250,990 | 增持 |
| 20 | V | VISA INC | $3.1M | 0.94% | 8,929 | 减持 |
| 21 | OMAH | TIDAL TRUST III | $2.9M | 0.90% | 159,000 | 增持 |
| 22 | NEE | NEXTERA ENERGY INC | $2.7M | 0.84% | 31,229 | 持平 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $2.7M | 0.84% | 5,463 | 增持 |
| 24 | ABBV | ABBVIE INC | $2.7M | 0.82% | 10,584 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $2.7M | 0.81% | 3,860 | 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