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Wealth Advisors of Tampa Bay, LLC 13F 持仓 · 2026年Q2

Wealth Advisors of Tampa Bay 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 94 只证券,申报市值合计 3.27 亿美元。前几大持仓:GLW(6.91%)、AVGO(6.55%)、MSFT(3.73%)。本季前 25 大持仓中:增持 11 只、减持 14 只。

排名代码公司市值占组合股数变动
1GLWCORNING INC$22.6M6.91%88,391减持
2AVGOBROADCOM INC$21.4M6.55%56,699增持
3MSFTMICROSOFT CORP$12.2M3.73%32,719增持
4ADIANALOG DEVICES INC$11.4M3.50%28,802减持
5AAPLAPPLE INC$11.2M3.43%38,746减持
6GOOGLALPHABET INC$10.6M3.23%29,545减持
7JPLDJ P MORGAN EXCHANGE TRADED F$10.0M3.07%192,111增持
8GSGOLDMAN SACHS GROUP INC$9.4M2.89%9,340减持
9WMTWALMART INC$9.0M2.76%79,727增持
10BNYBANK OF NY MELLON CORP$7.9M2.40%54,311减持
11GRMNGARMIN LTD$7.6M2.32%31,950增持
12ETRENTERGY CORP NEW$7.6M2.31%65,855减持
13JPSTJ P MORGAN EXCHANGE TRADED F$7.5M2.30%148,582减持
14AMZNAMAZON COM INC$7.4M2.26%30,957减持
15WMWASTE MGMT INC DEL$7.1M2.16%31,752增持
16CSCOCISCO SYS INC$7.0M2.14%59,646减持
17VZVERIZON COMMUNICATIONS INC$6.2M1.90%147,019减持
18PNCPNC FINL SVCS GROUP INC$5.9M1.80%23,845减持
19BBYBEST BUY INC$5.7M1.73%74,582减持
20TAT&T INC$5.4M1.66%261,956增持
21MCDMCDONALDS CORP$5.3M1.61%19,475增持
22PSCPRINCIPAL EXCHANGE TRADED FD$5.2M1.58%73,598减持
23NVDANVIDIA CORPORATION$5.1M1.56%25,483增持
24CVXCHEVRON CORPORATION$5.0M1.54%30,319增持
25LMTLOCKHEED MARTIN CORP$4.9M1.50%9,608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