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 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING INC | $22.6M | 6.91% | 88,391 | 减持 |
| 2 | AVGO | BROADCOM INC | $21.4M | 6.55% | 56,699 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $12.2M | 3.73% | 32,719 | 增持 |
| 4 | ADI | ANALOG DEVICES INC | $11.4M | 3.50% | 28,802 | 减持 |
| 5 | AAPL | APPLE INC | $11.2M | 3.43% | 38,746 | 减持 |
| 6 | GOOGL | ALPHABET INC | $10.6M | 3.23% | 29,545 | 减持 |
| 7 | JPLD | J P MORGAN EXCHANGE TRADED F | $10.0M | 3.07% | 192,111 | 增持 |
| 8 | GS | GOLDMAN SACHS GROUP INC | $9.4M | 2.89% | 9,340 | 减持 |
| 9 | WMT | WALMART INC | $9.0M | 2.76% | 79,727 | 增持 |
| 10 | BNY | BANK OF NY MELLON CORP | $7.9M | 2.40% | 54,311 | 减持 |
| 11 | GRMN | GARMIN LTD | $7.6M | 2.32% | 31,950 | 增持 |
| 12 | ETR | ENTERGY CORP NEW | $7.6M | 2.31% | 65,855 | 减持 |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $7.5M | 2.30% | 148,582 | 减持 |
| 14 | AMZN | AMAZON COM INC | $7.4M | 2.26% | 30,957 | 减持 |
| 15 | WM | WASTE MGMT INC DEL | $7.1M | 2.16% | 31,752 | 增持 |
| 16 | CSCO | CISCO SYS INC | $7.0M | 2.14% | 59,646 | 减持 |
| 17 | VZ | VERIZON COMMUNICATIONS INC | $6.2M | 1.90% | 147,019 | 减持 |
| 18 | PNC | PNC FINL SVCS GROUP INC | $5.9M | 1.80% | 23,845 | 减持 |
| 19 | BBY | BEST BUY INC | $5.7M | 1.73% | 74,582 | 减持 |
| 20 | T | AT&T INC | $5.4M | 1.66% | 261,956 | 增持 |
| 21 | MCD | MCDONALDS CORP | $5.3M | 1.61% | 19,475 | 增持 |
| 22 | PSC | PRINCIPAL EXCHANGE TRADED FD | $5.2M | 1.58% | 73,598 | 减持 |
| 23 | NVDA | NVIDIA CORPORATION | $5.1M | 1.56% | 25,483 | 增持 |
| 24 | CVX | CHEVRON CORPORATION | $5.0M | 1.54% | 30,319 | 增持 |
| 25 | LMT | LOCKHEED MARTIN CORP | $4.9M | 1.50% | 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