Wealth Advisory Solutions, LLC 13F 持仓 · 2026年Q2
Wealth Advisory Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 150 只证券，申报市值合计 4.87 亿美元。前几大持仓：SPY（9.21%）、IJH（6.30%）、RSP（5.95%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $44.9M | 9.21% | 60,067 | 减持 |
| 2 | IJH | ISHARES TR | $30.7M | 6.30% | 398,148 | 减持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $29.0M | 5.95% | 136,135 | 减持 |
| 4 | SPYM | SPDR SERIES TRUST | $28.8M | 5.92% | 328,030 | 增持 |
| 5 | EFA | ISHARES TR | $20.1M | 4.12% | 193,267 | 减持 |
| 6 | LLY | ELI LILLY & CO | $19.4M | 3.99% | 16,214 | 减持 |
| 7 | AMZN | AMAZON COM INC | $15.5M | 3.18% | 64,956 | 减持 |
| 8 | AAPL | APPLE INC | $14.3M | 2.94% | 49,424 | 减持 |
| 9 | EEM | ISHARES TR | $11.3M | 2.32% | 164,903 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $11.1M | 2.29% | 34,035 | 减持 |
| 11 | BND | VANGUARD BD INDEX FDS | $9.8M | 2.02% | 134,115 | 增持 |
| 12 | PEP | PEPSICO INC | $9.7M | 1.99% | 71,618 | 减持 |
| 13 | GLDM | WORLD GOLD TR | $9.5M | 1.95% | 119,715 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $8.8M | 1.80% | 23,516 | 增持 |
| 15 | MUB | ISHARES TR | $8.7M | 1.80% | 81,254 | 增持 |
| 16 | QQQ | INVESCO QQQ TR | $8.3M | 1.70% | 11,223 | 减持 |
| 17 | XLI | SELECT SECTOR SPDR TR | $7.6M | 1.55% | 40,766 | 减持 |
| 18 | SPMD | SPDR SERIES TRUST | $6.3M | 1.30% | 93,474 | 增持 |
| 19 | AMLP | ALPS ETF TR | $6.1M | 1.25% | 117,803 | 增持 |
| 20 | CB | CHUBB LIMITED | $5.6M | 1.15% | 16,370 | 减持 |
| 21 | SPSM | SPDR SERIES TRUST | $5.5M | 1.13% | 95,161 | 增持 |
| 22 | APD | AIR PRODUCTS AND CHEMICALS I | $5.4M | 1.12% | 18,552 | 减持 |
| 23 | VTV | VANGUARD INDEX FDS | $5.4M | 1.10% | 24,605 | 增持 |
| 24 | HD | HOME DEPOT INC | $5.3M | 1.08% | 14,935 | 增持 |
| 25 | UBER | UBER TECHNOLOGIES INC | $5.3M | 1.08% | 72,963 | 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