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
ABBV ABBVIE INC $2.63亿0.65%1,207,278 124,41711.5% $2,705.95万 加仓
IVW ISHS SP 500 GRWTH ETF $2.73亿0.68%2,416,574 211,9529.6% $2,397.39万 加仓
IVE ISHS SP 500 VALUE ETF $2.85亿0.71%1,349,230 -121,769-8.3% -$2,571.15万 减仓
VYM VNGRD HIGH DIV YLD ETF $2.89亿0.71%1,949,873 36,4341.9% $539.59万 加仓
WMT WALMART INC $3.00亿0.74%2,416,580 68,6322.9% $852.96万 加仓
VEU VNGRD FTSE ALL WORLD ETF $3.02亿0.75%4,019,221 -19,362-0.5% -$145.41万 减仓
META META PLATFORMS INC A $3.15亿0.78%550,613 17,7103.3% $1,013.24万 加仓
JNJ JOHNSON JOHNSON $3.34亿0.83%1,366,010 75,4205.8% $1,843.57万 加仓
XLV ST STR H/C SEL SCTR ETF $3.46亿0.86%2,361,183 -18,120-0.8% -$265.66万 减仓
IUSB ISHS CORE UNVL USD ETF $3.56亿0.88%7,713,487 618,6148.7% $2,857.38万 加仓
XLC ST STR COMMN SVC SEL ETF $4.11亿1.02%3,711,386 360,42610.8% $3,995.68万 加仓
XLF ST STR FINL SEL SCTR ETF $4.57亿1.13%9,254,845 79,9550.9% $394.74万 加仓
QQQ INV QQQ ETF $4.91亿1.22%850,685 9,5421.1% $550.74万 加仓
GOOGL ALPHABET INC A $5.12亿1.27%1,779,495 10,5670.6% $303.86万 加仓
JPM JPMORGAN CHASE CO $5.23亿1.29%1,778,198 81,4954.8% $2,397.26万 加仓
AVGO BROADCOM INC $5.49亿1.36%1,774,688 108,9646.5% $3,372.55万 加仓
AMZN AMAZONCOM INC $5.73亿1.42%2,749,966 83,9023.1% $1,747.43万 加仓
XLK ST STR TECH SEL SPDR ETF $6.28亿1.56%4,727,854 284,0376.4% $3,774.85万 加仓
NVDA NVIDIA CORP $7.81亿1.93%4,477,669 38,5020.9% $671.48万 加仓
MSFT MICROSOFT CORP $8.29亿2.05%2,238,486 129,4316.1% $4,791.15万 加仓
IVV ISHS CORE SP 500 ETF $9.23亿2.28%1,412,900 135,69510.6% $8,863.74万 加仓
AAPL APPLE INC $12.16亿3.01%4,792,927 84,0251.8% $2,132.47万 加仓