13F 机构持仓

Janney Montgomery Scott LLC

PHILADELPHIA PA · SEC CIK 0001329948

2026Q22026Q1 更早 9 个季度 🔒
$403.98亿2026Q1 申报市值
2,740持仓数
17.4%前十大占比 · 第一大 3.0%
186 / 118新建仓 / 清仓
申报市值走势$516.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.0%
IVV 2.3%
MSFT 2.1%
NVDA 1.9%
XLK 1.6%
AMZN 1.4%
AVGO 1.4%
JPM 1.3%
GOOGL 1.3%
QQQ 1.2%

2026Q1 买入最多 按季末市值估算

EFG 加仓+$1.11亿
GOVT 加仓+$9,683.27万
IVV 加仓+$8,863.74万
IEFA 加仓+$7,662.34万
BLCR 新建仓+$7,334.40万

2026Q1 卖出最多 按季末市值估算

OEF 减仓-$1.67亿
VPL 减仓-$1.02亿
EEMA 减仓-$9,435.89万
IAU 减仓-$4,354.14万
DYNF 减仓-$3,307.09万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
COIN COINBASE GLOBAL INC A $3,650.90万0.09%209,090 95,94384.8% $1,675.25万 加仓
VHT VNGRD HEALTH CARE ETF $3,666.00万0.09%134,615 -22,143-14.1% -$603.03万 减仓
SO SOUTHERN COMPANY $3,701.70万0.09%383,517 9,6482.6% $93.12万 加仓
SPG SIMON PPTY GRP INC NEW $3,735.70万0.09%200,271 73,74958.3% $1,375.66万 加仓
CAH CARDINAL HEALTH INC $3,738.20万0.09%176,906 -19,379-9.9% -$409.50万 减仓
TT TRANE TECHNOLOGIES PLC $3,739.90万0.09%89,741 9591.1% $39.97万 加仓
INTU INTUIT INC $3,745.20万0.09%86,618 47,148119.5% $2,038.59万 加仓
BLV VNGRD LNG TRM BD IDX ETF $3,760.80万0.09%546,790 58,68312.0% $403.62万 加仓
VRTX VERTEX PHARMS INC $3,765.40万0.09%84,324 13,97119.9% $623.86万 加仓
MET METLIFE INC $3,767.70万0.09%532,758 43,1578.8% $305.21万 加仓
SMH VANECK SEMICONDUCTOR ETF $3,785.40万0.09%98,733 8,4119.3% $322.48万 加仓
TOTL ST STR DOUBLE T/RET ETF $3,799.50万0.09%956,335 651,600213.8% $2,588.79万 加仓
JEMA JPM ACTVBLDRS E/MKTS ETF $3,830.00万0.09%736,120 -30,314-4.0% -$157.72万 减仓
ADI ANALOG DEVICES INC $3,889.00万0.10%122,243 9,9278.8% $315.81万 加仓
CGUS CAP GRP CORE EQ ETF $3,890.40万0.10%1,012,598 252,27533.2% $969.24万 加仓
IGIB ISHS 510 I/GRD CORP ETF $3,893.60万0.10%731,611 -44,066-5.7% -$234.52万 减仓
EOG EOG RESOURCES INC $3,909.60万0.10%270,428 4,3021.6% $62.19万 加仓
DGRO ISHS CORE DIV GRWTH ETF $3,919.70万0.10%558,516 15,5192.9% $108.91万 加仓
ALLE ALLEGION PUBLIC LTD $3,925.00万0.10%270,147 3,1621.2% $45.94万 加仓
TMUS T MOBILE US INC $4,006.00万0.10%190,734 6,5743.6% $138.07万 加仓
AMD ADVANCED MICRO DEVICES $4,091.90万0.10%201,145 9,9765.2% $202.94万 加仓
UL UNILEVER PLC ADR $4,109.20万0.10%721,300 154,00127.1% $877.33万 加仓
ITA ISHS U S AERO DEFNS ETF $4,115.90万0.10%188,154 -95,333-33.6% -$2,085.43万 减仓
SPYG ST STR SP 500 GRWTH ETF $4,137.80万0.10%422,615 5,4251.3% $53.12万 加仓
MCK MCKESSON CORP $4,137.90万0.10%47,817 3580.8% $30.98万 加仓
DHR DANAHER CORP $4,162.30万0.10%219,528 38,12521.0% $722.86万 加仓
PSX PHILLIPS 66 $4,185.60万0.10%229,750 7,6883.5% $140.06万 加仓
SCHW SCHWAB CHARLES CORP NEW $4,190.40万0.10%445,881 -40,859-8.4% -$383.99万 减仓
TFC TRUIST FINL CORP $4,278.50万0.11%930,712 -8,987-1.0% -$41.31万 减仓
D DOMINION ENERGY INC $4,278.90万0.11%692,160 -9,040-1.3% -$55.88万 减仓
TJX TJX COS INC NEW $4,280.40万0.11%268,029 -562-0.2% -$8.98万 减仓
NOBL PROSH SP DIV ARISTO ETF $4,287.80万0.11%404,468 -43,091-9.6% -$456.81万 减仓
SCHD SCHWAB US DIV EQ ETF $4,315.80万0.11%1,406,718 93,1507.1% $285.78万 加仓
BUFR FT LADDERED BUFFER ETF $4,324.50万0.11%1,280,580 186,64517.1% $630.30万 加仓
APH AMPHENOL CORP CL A NEW $4,335.60万0.11%343,142 101,70342.1% $1,285.02万 加仓
IGSB ISHS 15 INVT GR CRP ETF $4,345.60万0.11%826,787 30,0343.8% $157.86万 加仓
KLAC KLA CORP $4,350.20万0.11%29,544 7812.7% $115.00万 加仓
JCI JOHNSON CTLS INTL PLC $4,444.00万0.11%339,366 3,7591.1% $49.22万 加仓
ITW ILLINOIS TOOL WORKS INC $4,465.50万0.11%171,559 4,4782.7% $116.56万 加仓
VMBS VNGRD MTG BKD SEC ETF $4,562.10万0.11%971,693 51,1075.6% $239.95万 加仓
JIVE JPM INTL VAL ETF $4,594.30万0.11%536,470 120,72129.0% $1,033.85万 加仓
CGBL CAP GRP CORE BAL ETF $4,618.80万0.11%1,342,291 478,12155.3% $1,645.21万 加仓
LNG CHENIERE ENERGY INC NEW $4,629.40万0.11%163,146 20,15714.1% $571.97万 加仓
BMY BRISTOL MYERS SQUIBB CO $4,671.50万0.12%770,244 49,3106.8% $299.06万 加仓
SGOV ISHS 03MTH TREAS BD ETF $4,699.40万0.12%466,860 363,181350.3% $3,655.77万 加仓
CRM SALESFORCE INC $4,703.50万0.12%251,970 -10,825-4.1% -$202.07万 减仓
NVS NOVARTIS AG SPON ADR $4,763.20万0.12%311,826 -8,029-2.5% -$122.64万 减仓
MU MICRON TECHNOLOGY INC $4,763.80万0.12%141,006 -65,989-31.9% -$2,229.40万 减仓
JPIE JPM INCOME ETF $4,764.80万0.12%1,034,259 -74,786-6.7% -$344.54万 减仓
BIV VNGRD INTRM TRM BD ETF $4,845.20万0.12%627,777 47,5978.2% $367.35万 加仓
SPGI SP GLOBAL INC $4,849.30万0.12%114,010 23,58426.1% $1,003.12万 加仓
VRT VERTIV HLDGS LLC A $4,864.60万0.12%194,131 45,29730.4% $1,135.07万 加仓
CGGR CAP GRP GROWTH ETF $4,885.80万0.12%1,215,680 194,33819.0% $781.04万 加仓
COWZ PACER US C/COW 100 ETF $4,901.40万0.12%783,476 -20,272-2.5% -$126.82万 减仓
FLCB FRKLN US CORE BD ETF $5,111.50万0.13%2,378,561 189,4988.7% $407.23万 加仓
IQLT ISHS MSCI INTL QLTY ETF $5,158.90万0.13%1,115,912 83,0218.0% $383.81万 加仓
ANET ARISTA NETWORKS INC $5,164.00万0.13%420,589 35,0049.1% $429.78万 加仓
ACN ACCENTURE PLC IRELAND A $5,172.80万0.13%260,869 44,45020.5% $881.40万 加仓
XLI ST STR INDL SEL SPDR ETF $5,212.20万0.13%322,280 48,33317.6% $781.68万 加仓
EEMA ISHS MSCI E/M ASIA ETF $5,218.50万0.13%545,102 -985,632-64.4% -$9,435.89万 减仓
UNP UNION PACIFIC CORP $5,338.10万0.13%220,020 -943-0.4% -$22.88万 减仓
VB VNGRD SMALL CAP ETF $5,340.50万0.13%203,898 10,4885.4% $274.70万 加仓
BIL ST STR BLMBRG 13M ETF $5,371.20万0.13%586,118 397,418210.6% $3,641.95万 加仓
FLXR TCW FLEXIBLE INCOME ETF $5,409.60万0.13%1,377,532 156,34512.8% $613.97万 加仓
TRV TRAVELERS COS INC $5,533.70万0.14%189,717 -12,735-6.3% -$371.46万 减仓
JGLO JPM GLBL SEL EQ ETF $5,566.60万0.14%852,864 57,2077.2% $373.39万 加仓
CEG CONSTELLATN ENERGY CORP $5,584.90万0.14%199,995 -743-0.4% -$20.75万 减仓
UPS UPS INC B $5,619.70万0.14%571,218 48,0589.2% $472.80万 加仓
PLD PROLOGIS INC $5,647.40万0.14%427,254 -8,946-2.1% -$118.25万 减仓
AVIG AVANTIS COR FXD INCM ETF $5,658.60万0.14%1,362,193 427,28545.7% $1,774.96万 加仓
USMV ISHS USA MIN VOL FCT ETF $5,726.50万0.14%617,480 -53,960-8.0% -$500.42万 减仓
ADP AUTOMATIC DATA PROC INC $5,730.30万0.14%282,028 35,30914.3% $717.42万 加仓
TMO THERMO FISHER SCIENTIFIC $5,743.90万0.14%116,856 14,08613.7% $692.38万 加仓
MODL VICTORY WSTND US SEC ETF $5,759.90万0.14%1,288,857 24,9252.0% $111.39万 加仓
IWD ISHS RUSS 1000 VAL ETF $5,830.20万0.14%272,858 -53,177-16.3% -$1,136.24万 减仓
T ATT INC $5,975.80万0.15%2,061,343 8,2690.4% $23.97万 加仓
VUG VNGRD GROWTH ETF $5,996.60万0.15%137,288 -20,540-13.0% -$897.17万 减仓
MO ALTRIA GROUP INC $6,057.80万0.15%917,989 29,0873.3% $191.94万 加仓
AMT AMERICAN TOWER CORP NEW $6,111.90万0.15%354,150 111,19645.8% $1,919.01万 加仓
ORCL ORACLE CORP $6,183.30万0.15%420,316 11,2182.7% $165.03万 加仓
EVTR EATON TTL RET BD ETF $6,191.70万0.15%1,220,033 59,3195.1% $301.05万 加仓
FEX FT LGCP CORE ALPHADX ETF $6,236.00万0.15%511,453 4,3380.9% $52.89万 加仓
TXN TEXAS INSTRUMENTS INC $6,288.80万0.16%323,932 101,74345.8% $1,975.23万 加仓
VLUE ISHS USA VAL FCTR ETF $6,356.80万0.16%447,061 107,10231.5% $1,522.89万 加仓
— TEVA PHARMACEUTICAL ADR $6,451.00万0.16%2,141,757 -4,280-0.2% -$12.89万 减仓
PFE PFIZER INC $6,554.90万0.16%2,334,351 118,9645.4% $334.05万 加仓
PANW PALO ALTO NETWORKS INC $6,579.60万0.16%410,401 53,48515.0% $857.48万 加仓
AER AERCAP HOLDINGS N V $6,673.10万0.17%486,450 10,4062.2% $142.75万 加仓
DE DEERE CO $6,755.40万0.17%119,924 1,2351.0% $69.57万 加仓
WM WASTE MANAGEMENT INC DEL $6,773.40万0.17%294,762 -6,345-2.1% -$145.80万 减仓
VTV VNGRD VALUE ETF $6,774.70万0.17%345,293 -2,991-0.9% -$58.68万 减仓
ABT ABBOTT LABORATORIES $6,829.00万0.17%665,144 52,9458.6% $543.58万 加仓
GD GENERAL DYNAMICS CORP $6,861.30万0.17%199,909 -6,738-3.3% -$231.26万 减仓
FTC FT LGCP GRW OPP ALPH ETF $6,874.70万0.17%445,998 1,0660.2% $16.43万 加仓
GE GE AEROSPACE $6,910.90万0.17%243,539 36,73417.8% $1,042.40万 加仓
LIN LINDE PLC NEW $6,934.20万0.17%139,870 -548-0.4% -$27.17万 减仓
MS MORGAN STANLEY $7,042.00万0.17%427,904 112,12935.5% $1,845.30万 加仓
PLTR PALANTIR TECHS INC A $7,046.50万0.17%481,712 6,8491.4% $100.19万 加仓
BINC ISHS FLEX INCM ACTV ETF $7,049.80万0.17%1,357,562 -222,097-14.1% -$1,153.35万 减仓
LHX L3HARRIS TECHS INC $7,052.50万0.17%204,332 -320-0.2% -$11.04万 减仓