Waverly Advisors, LLC 13F 持仓 · 2026年Q2
Waverly Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,737 只证券，申报市值合计 172.37 亿美元。前几大持仓：IVV（5.64%）、AAPL（2.48%）、VUG（2.38%）。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 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $972.0M | 5.64% | 1.3M | 增持 |
| 2 | AAPL | APPLE INC | $428.1M | 2.48% | 1.5M | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $411.0M | 2.38% | 4.8M | 增持 |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $324.5M | 1.88% | 1.4M | 增持 |
| 5 | NVDA | NVIDIA CORPORATION | $288.9M | 1.68% | 1.4M | 增持 |
| 6 | MSFT | MICROSOFT CORP | $257.3M | 1.49% | 689,804 | 增持 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $224.8M | 1.30% | 1.8M | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $222.0M | 1.29% | 599,991 | 增持 |
| 9 | PRF | INVESCO EXCHANGE TRADED FD T | $193.3M | 1.12% | 3.6M | 减持 |
| 10 | SPIB | SPDR SERIES TRUST | $192.4M | 1.12% | 5.7M | 增持 |
| 11 | AMZN | AMAZON COM INC | $186.2M | 1.08% | 781,164 | 增持 |
| 12 | FBND | FIDELITY MERRIMACK STR TR | $174.5M | 1.01% | 3.8M | 增持 |
| 13 | IWF | ISHARES TR | $173.0M | 1.00% | 1.4M | 增持 |
| 14 | GOOG | ALPHABET INC | $166.3M | 0.96% | 470,572 | 增持 |
| 15 | AVLV | AMERICAN CENTY ETF TR | $160.0M | 0.93% | 1.8M | 增持 |
| 16 | VOO | VANGUARD INDEX FDS | $159.6M | 0.93% | 232,429 | 增持 |
| 17 | GOOGL | ALPHABET INC | $158.8M | 0.92% | 444,492 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO | $151.3M | 0.88% | 462,140 | 增持 |
| 19 | SGOV | ISHARES TR | $147.5M | 0.86% | 1.5M | 减持 |
| 20 | AVGO | BROADCOM INC | $132.4M | 0.77% | 350,604 | 增持 |
| 21 | IWR | ISHARES TR | $131.0M | 0.76% | 1.2M | 增持 |
| 22 | QQQ | INVESCO QQQ TR | $131.6M | 0.76% | 178,757 | 增持 |
| 23 | IWB | ISHARES TR | $128.9M | 0.75% | 314,703 | 减持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $127.2M | 0.74% | 170,345 | 减持 |
| 25 | JAAA | JANUS DETROIT STR TR | $126.0M | 0.73% | 2.5M | 增持 |
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