World Investment Advisors 13F 持仓 · 2026年Q2
World Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,523 只证券，申报市值合计 60.39 亿美元。前几大持仓：AAPL（3.29%）、VOO（2.37%）、MSFT（1.61%）。本季前 25 大持仓中：增持 5 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $198.9M | 3.29% | 778,238 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $143.4M | 2.37% | 236,304 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $97.1M | 1.61% | 262,135 | 减持 |
| 4 | BSV | VANGUARD BD INDEX FDS | $92.0M | 1.52% | 1.2M | 增持 |
| 5 | SPYM | SPDR SERIES TRUST | $89.8M | 1.49% | 1.2M | 减持 |
| 6 | IVV | ISHARES TR | $86.3M | 1.43% | 122,271 | 增持 |
| 7 | GOOGL | ALPHABET INC | $76.0M | 1.26% | 261,230 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $74.8M | 1.24% | 419,165 | 减持 |
| 9 | AMZN | AMAZON COM INC | $72.2M | 1.20% | 342,406 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO | $69.5M | 1.15% | 235,534 | 减持 |
| 11 | BIV | VANGUARD BD INDEX FDS | $61.2M | 1.01% | 793,535 | 增持 |
| 12 | SCHV | SCHWAB STRATEGIC TR | $60.2M | 1.00% | 2.0M | 减持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $56.7M | 0.94% | 864,110 | 增持 |
| 14 | AVGO | BROADCOM INC | $55.5M | 0.92% | 174,254 | 减持 |
| 15 | GOOG | ALPHABET INC | $54.2M | 0.90% | 187,224 | 减持 |
| 16 | SCHG | SCHWAB STRATEGIC TR | $53.7M | 0.89% | 1.8M | 减持 |
| 17 | CHD | CHURCH & DWIGHT CO INC | $52.1M | 0.86% | 558,779 | 增持 |
| 18 | SLQD | ISHARES TR | $52.1M | 0.86% | 1.0M | 持平 |
| 19 | META | META PLATFORMS INC | $49.9M | 0.83% | 87,356 | 减持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $49.9M | 0.83% | 74,539 | 减持 |
| 21 | AVUS | AMERICAN CENTY ETF TR | $49.1M | 0.81% | 441,517 | 持平 |
| 22 | IVE | ISHARES TR | $48.3M | 0.80% | 225,386 | 减持 |
| 23 | QQQ | INVESCO QQQ TR | $43.9M | 0.73% | 75,987 | 减持 |
| 24 | SCHX | SCHWAB STRATEGIC TR | $42.3M | 0.70% | 1.6M | 减持 |
| 25 | IJS | ISHARES TR | $40.6M | 0.67% | 342,539 | 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