Yanni & Associates Investment Advisors, LLC 13F 持仓 · 2026年Q2
Yanni & Associates Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 1.08 亿美元。前几大持仓：SPY（17.03%）、IVV（12.32%）、SCHX（11.77%）。本季前 25 大持仓中：增持 5 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 | $18.5M | 17.03% | 24,708 | 减持 |
| 2 | IVV | ISHARES TR | $13.4M | 12.32% | 17,828 | 减持 |
| 3 | SCHX | SCHWAB STRATEGIC TR | $12.8M | 11.77% | 433,561 | 减持 |
| 4 | OEF | ISHARES TR | $8.6M | 7.91% | 23,424 | 减持 |
| 5 | IVW | ISHARES TR | $6.3M | 5.85% | 46,063 | 减持 |
| 6 | IJH | ISHARES TR | $5.8M | 5.39% | 75,726 | 增持 |
| 7 | IVE | ISHARES TR | $5.7M | 5.28% | 25,191 | 减持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $5.7M | 5.24% | 205,158 | 减持 |
| 9 | FNDX | SCHWAB STRATEGIC TR | $5.3M | 4.87% | 169,794 | 减持 |
| 10 | QQQ | INVESCO QQQ TR | $5.2M | 4.81% | 7,073 | 增持 |
| 11 | SCHJ | SCHWAB STRATEGIC TR | $3.6M | 3.32% | 145,694 | 增持 |
| 12 | FLTR | VANECK ETF TRUST | $3.0M | 2.73% | 115,403 | 减持 |
| 13 | IJR | ISHARES TR | $2.0M | 1.81% | 13,210 | 减持 |
| 14 | FTSL | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.44% | 34,784 | 增持 |
| 15 | IWF | ISHARES TR | $1.3M | 1.17% | 10,253 | 增持 |
| 16 | SCHG | SCHWAB STRATEGIC TR | $1.0M | 0.96% | 30,710 | 减持 |
| 17 | TSLA | TESLA INC | $725,535 | 0.67% | 1,725 | 持平 |
| 18 | IJJ | ISHARES TR | $650,012 | 0.60% | 4,400 | 持平 |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | $618,205 | 0.57% | 10,729 | 减持 |
| 20 | IWB | ISHARES TR | $614,660 | 0.57% | 1,501 | 减持 |
| 21 | ONEQ | FIDELITY COMWLTH TR | $602,082 | 0.56% | 5,833 | 减持 |
| 22 | AON | AON PLC | $594,388 | 0.55% | 1,792 | 持平 |
| 23 | META | META PLATFORMS INC | $573,992 | 0.53% | 1,019 | 减持 |
| 24 | AAPL | APPLE INC | $563,854 | 0.52% | 1,949 | 减持 |
| 25 | MRSH | MARSH & MCLENNAN COS INC | $530,011 | 0.49% | 3,180 | 持平 |
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