Ulland Investment Advisors, LLC 13F 持仓 · 2026年Q2
Ulland Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 227 只证券，申报市值合计 1.36 亿美元。前几大持仓：GOOG（8.10%）、NVDA（7.65%）、VRT（6.52%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet, Inc. | $11.0M | 8.10% | 31,060 | 减持 |
| 2 | NVDA | NVidia Corporation | $10.4M | 7.65% | 51,859 | 减持 |
| 3 | VRT | Vertiv Holdings, Co. | $8.8M | 6.52% | 26,386 | 减持 |
| 4 | QQQ | Invesco QQQ Trust ETF | $7.0M | 5.18% | 9,528 | 减持 |
| 5 | AXON | Axon Enterprise, Inc. | $6.3M | 4.63% | 11,195 | 减持 |
| 6 | META | Meta Platforms, Inc. | $6.0M | 4.42% | 10,640 | 减持 |
| 7 | JEPQ | J.P. Morgan Nasdaq Equity Premium Income ETF | $5.5M | 4.05% | 89,366 | 增持 |
| 8 | JEPI | J.P. Morgan Equity Premium Income ETF | $5.2M | 3.83% | 91,995 | 增持 |
| 9 | AMZN | Amazon.com, Inc. | $5.1M | 3.77% | 21,457 | 减持 |
| 10 | GOOGL | Alphabet, Inc. | $4.6M | 3.37% | 12,793 | 减持 |
| 11 | SKY | Skyline Champion Corporation | $4.0M | 2.94% | 45,157 | 增持 |
| 12 | AAPL | Apple, Inc. | $3.7M | 2.72% | 12,751 | 减持 |
| 13 | SCHM | Schwab U.S. Mid-Cap ETF | $2.9M | 2.16% | 79,541 | 减持 |
| 14 | UNH | UnitedHealth Group, Inc. | $2.5M | 1.82% | 5,924 | 减持 |
| 15 | V | Visa, Inc. | $2.4M | 1.80% | 7,124 | 减持 |
| 16 | JTEK | J.P. Morgan U.S. Tech Leaders ETF | $2.3M | 1.69% | 20,494 | 减持 |
| 17 | MRVL | Marvell Technology, Inc. | $2.1M | 1.55% | 7,055 | 减持 |
| 18 | MSFT | Microsoft Corporation | $2.0M | 1.47% | 5,349 | 增持 |
| 19 | SPY | SPDR S&P 500 ETF | $1.9M | 1.38% | 2,502 | 减持 |
| 20 | LOW | Lowe's Companies, Inc. | $1.8M | 1.32% | 8,139 | 减持 |
| 21 | SMMD | iShares Russell 2500 ETF | $1.6M | 1.16% | 17,209 | 减持 |
| 22 | QYLD | Global X NASDAQ 100 Covered Call ETF | $1.5M | 1.14% | 83,527 | 增持 |
| 23 | BRK/A | Berkshire Hathaway Inc. | $1.5M | 1.11% | 2 | 减持 |
| 24 | SCHX | Schwab U.S. Large-Cap ETF | $1.3M | 0.93% | 42,952 | 减持 |
| 25 | ICE | Intercontinental Exchange, Inc. | $1.2M | 0.85% | 9,360 | 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