13F 机构持仓

Janney Montgomery Scott LLC

PHILADELPHIA PA · SEC CIK 0001329948

2026Q22026Q1 更早 9 个季度 🔒
$516.46亿2026Q2 申报市值
3,105持仓数
16.9%前十大占比 · 第一大 2.8%
211 / 110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 2.8%
IVV 2.7%
NVDA 1.8%
XLK 1.8%
MSFT 1.7%
AVGO 1.3%
AMZN 1.3%
GOOGL 1.3%
QQQ 1.2%
JPM 1.1%

2026Q2 买入最多 按季末市值估算

IVV 加仓+$3.21亿
IWF 重新持有+$2.90亿
IEUR 重新持有+$2.52亿
IUSB 加仓+$1.32亿
IYT 加仓+$1.11亿

2026Q2 卖出最多 按季末市值估算

XLP 减仓-$2.19亿
QUAL 减仓-$1.21亿
EFV 减仓-$1.07亿
IEMG 减仓-$7,568.09万
IAGG 减仓-$7,327.91万

2026Q2 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
BX BLACKSTONE INC A $9,886.10万0.19%840,150 79,82510.5% $939.31万 加仓
QCOM QUALCOMM INC $9,925.30万0.19%537,114 -64,873-10.8% -$1,198.78万 减仓
EFV ISHS MSCI EAFE VAL ETF $9,954.40万0.19%1,300,382 -1,398,642-51.8% -$1.07亿 减仓
DIVO AMP CWP ENH DIV INCM ETF $1.00亿0.19%2,196,661 219,12311.1% $1,001.39万 重新持有
IWR ISHS RUSS MDCP ETF $1.01亿0.20%915,320 -1,021-0.1% -$11.26万 减仓
UNH UNITEDHEALTH GROUP INC $1.01亿0.20%243,641 -20,559-7.8% -$854.50万 减仓
VTI VNGRD TTL STK MKT ETF $1.03亿0.20%277,167 46,35520.1% $1,715.32万 加仓
BLCR ISHS LGCP CORE ACTV ETF $1.04亿0.20%2,069,473 283,21015.9% $1,426.52万 加仓
GE GE AEROSPACE $1.05亿0.20%281,841 38,30215.7% $1,431.47万 加仓
PWR QUANTA SERVICES INC $1.06亿0.20%146,844 -15,137-9.3% -$1,089.93万 减仓
CB CHUBB LTD $1.08亿0.21%316,735 8420.3% $28.69万 加仓
EMR EMERSON ELECTRIC CO $1.08亿0.21%756,145 28,1713.9% $403.27万 加仓
PVAL PUTNAM FOC LGCP VAL ETF $1.08亿0.21%2,129,491 1,387,361186.9% $7,068.63万 重新持有
BAC BANK AMERICA CORP $1.11亿0.21%1,948,232 -17,708-0.9% -$100.90万 减仓
IYT ISHS US TRANSPRTN ETF $1.12亿0.22%1,286,966 1,275,97311,607.1% $1.11亿 加仓
PM PHILIP MORRIS INTL INC $1.12亿0.22%619,899 90,43517.1% $1,636.06万 重新持有
AMD ADVANCED MICRO DEVICES $1.14亿0.22%196,985 -4,160-2.1% -$241.66万 减仓
JAVA JPM ACTIVE VAL ETF $1.16亿0.22%1,458,706 -131,237-8.3% -$1,042.15万 重新持有
IWM ISHS RUSS 2000 ETF $1.16亿0.23%387,050 6,2801.6% $188.68万 加仓
XLB ST STR MATL SEL SPDR ETF $1.18亿0.23%2,328,091 2,074,750819.0% $1.05亿 加仓
CGCP CAP GRP F/COR PL INC ETF $1.18亿0.23%5,312,377 396,5568.1% $883.92万 加仓
GEV GE VERNOVA LLC $1.22亿0.24%103,718 5,4225.5% $637.01万 加仓
TLH ISHS 1020 TRSRY ETF $1.22亿0.24%1,220,050 -271,697-18.2% -$2,726.48万 减仓
HDV ISHS CORE HIGH DIV ETF $1.23亿0.24%4,486,897 17,4670.4% $47.88万 加仓
IBB ISHS BIOTECH ETF $1.24亿0.24%653,390 5720.1% $10.88万 加仓
COST COSTCO WHOLESALE CORP $1.24亿0.24%132,882 2,4441.9% $228.63万 加仓
JGRO JPM ACTIVE GRWTH ETF $1.25亿0.24%1,270,516 -287,860-18.5% -$2,838.01万 减仓
VWO VNGRD FTSE EMG MKTS ETF $1.26亿0.24%2,115,465 27,6661.3% $165.14万 加仓
PEP PEPSICO INC $1.29亿0.25%954,271 45,7385.0% $619.29万 重新持有
IEF ISHS 710Y TRSY ETF $1.30亿0.25%1,371,260 82,4706.4% $779.92万 加仓
KO COCA COLA COMPANY $1.30亿0.25%1,597,473 3,2420.2% $26.35万 加仓
JIRE JPM INTL RESH ENH EQ ETF $1.30亿0.25%1,574,842 90,9756.1% $750.45万 加仓
TSLA TESLA INC $1.30亿0.25%309,478 16,9545.8% $713.09万 加仓
RDVY FT RISING DIV ACHIEV ETF $1.32亿0.25%1,623,440 74,6234.8% $604.89万 加仓
JEPI JPM EQTY PREM INCM ETF $1.33亿0.26%2,348,909 -451,379-16.1% -$2,549.38万 减仓
VO VNGRD MID CAP ETF $1.33亿0.26%1,654,013 115,2897.5% $928.88万 加仓
PANW PALO ALTO NETWORKS INC $1.34亿0.26%393,652 -16,749-4.1% -$571.17万 减仓
MCD MCDONALDS CORP $1.35亿0.26%499,492 46,21210.2% $1,249.16万 加仓
VIG VNGRD DIV APPRC IDX ETF $1.37亿0.27%580,039 -5,763-1.0% -$136.36万 减仓
AMAT APPLIED MATERIALS INC $1.38亿0.27%190,753 -33,159-14.8% -$2,397.41万 减仓
MA MASTERCARD INC A $1.40亿0.27%273,156 11,1514.3% $572.72万 加仓
IGM ISHS EXP TECH SECTOR ETF $1.43亿0.28%873,191 -124,914-12.5% -$2,043.35万 减仓
VTV VNGRD VALUE ETF $1.43亿0.28%656,703 311,41090.2% $6,786.54万 加仓
AMGN AMGEN INC $1.45亿0.28%401,226 -14,784-3.6% -$535.36万 减仓
IXUS ISHS CORE TTL INTL ETF $1.46亿0.28%1,525,461 22,7591.5% $217.21万 加仓
RTX RTX CORP $1.47亿0.28%773,249 4,9650.6% $94.20万 加仓
GLW CORNING INC $1.47亿0.28%574,635 -33,130-5.5% -$846.24万 减仓
GS GOLDMAN SACHS GROUP INC $1.48亿0.29%146,763 29,22824.9% $2,956.04万 重新持有
EFG ISHS MSCI EAFE GRW ETF $1.50亿0.29%1,204,921 63,9235.6% $795.33万 加仓
MBB ISHS MBS ETF $1.51亿0.29%1,599,915 139,6509.6% $1,319.97万 加仓
PNC PNC FINL SVCS GROUP INC $1.52亿0.29%618,232 17,3662.9% $427.59万 加仓
XLU ST STR UTIL SEL SPDR ETF $1.58亿0.31%3,487,951 56,1231.6% $254.46万 加仓
LRCX LAM RESEARCH CORP NEW $1.59亿0.31%365,882 13,0613.7% $565.97万 加仓
BAI ISHS AI INNOV TECH ETF $1.63亿0.32%3,089,344 -632,483-17.0% -$3,334.45万 减仓
MU MICRON TECH INC $1.63亿0.32%141,607 6010.4% $69.37万 加仓
GOVT ISHS U S TREAS ETF $1.64亿0.32%7,210,378 621,8329.4% $1,416.53万 加仓
PG PROCTER GAMBLE CO $1.65亿0.32%1,124,238 1,3350.1% $19.58万 加仓
JBND JPM ACTIVE BOND ETF $1.66亿0.32%3,109,788 940,16043.3% $5,029.87万 加仓
CGDV CAP GRP DIV VALUE ETF $1.67亿0.32%3,393,461 113,0673.4% $557.19万 加仓
NEE NEXTERA ENERGY INC $1.71亿0.33%1,945,219 -57,553-2.9% -$505.14万 减仓
MTUM ISHS USA MOMNTM FCTR ETF $1.71亿0.33%499,697 -101,711-16.9% -$3,486.96万 减仓
JCPB JPM CORE PLUS BOND ETF $1.77亿0.34%3,766,491 197,6685.5% $927.85万 加仓
HD HOME DEPOT INC $1.86亿0.36%526,645 -2,387-0.5% -$84.18万 减仓
TLT ISHS 20 TRSY BD ETF $1.87亿0.36%2,169,014 755,38153.4% $6,528.00万 加仓
XLY ST STR CONS DIS SEL ETF $1.89亿0.37%1,611,333 99,2766.6% $1,164.31万 重新持有
VONV VNGRD RUS1000 VL IN ETF $1.90亿0.37%1,783,310 65,1773.8% $692.90万 加仓
IBM INTL BUSINESS MACHS CORP $1.96亿0.38%697,737 8,8191.3% $248.00万 加仓
IEI ISHS 37Y TRSY BD ETF $2.01亿0.39%1,709,213 -135,574-7.3% -$1,592.32万 减仓
RSP INV SP500 EQL WGHT ETF $2.03亿0.39%953,608 122,68014.8% $2,610.26万 加仓
TSM TAIWAN SEMICON MFG CO $2.03亿0.39%425,753 1,8180.4% $86.82万 加仓
CVX CHEVRON CORP $2.07亿0.40%1,248,540 -2,562-0.2% -$42.47万 减仓
VCSH VNGRD SHRT TRM CORP ETF $2.07亿0.40%2,622,076 521,57024.8% $4,121.97万 重新持有
ETN EATON CORP PLC $2.08亿0.40%487,988 41,4229.3% $1,765.08万 重新持有
MRK MERCK COMPANY INC $2.13亿0.41%1,655,632 -24,032-1.4% -$308.81万 减仓
— EXXON MOBIL CORP $2.14亿0.41%1,562,930 23,1871.5% $317.01万 加仓
IEFA ISHS CORE MSCI EAFE ETF $2.21亿0.43%2,293,303 -72,332-3.1% -$698.58万 减仓
IJR ISHS CORE SP SMCP ETF $2.22亿0.43%1,497,464 -107,507-6.7% -$1,594.44万 减仓
IEMG ISHS CORE MSCI E/MKT ETF $2.23亿0.43%2,692,408 -913,579-25.3% -$7,568.09万 减仓
VEA VNGRD FTSE DEV MKTS ETF $2.55亿0.49%3,583,905 123,8273.6% $882.27万 加仓
IVE ISHS SP 500 VALUE ETF $2.61亿0.51%1,149,138 -200,092-14.8% -$4,543.28万 减仓
CSCO CISCO SYSTEMS INC $2.61亿0.51%2,221,708 40,2421.8% $472.68万 加仓
VONG VNGRD RUS1000 GRW IN ETF $2.63亿0.51%2,060,897 257,04414.2% $3,285.28万 加仓
WMT WALMART INC $2.66亿0.51%2,345,146 -71,434-3.0% -$809.06万 减仓
BRK/B BERKSHIRE HATHAWAY INC B $2.70亿0.52%538,783 10,1041.9% $505.59万 加仓
VGT VNGRD INFO TECH ETF $2.79亿0.54%2,335,977 94,7534.2% $1,132.49万 加仓
VOO VNGRD SP 500 ETF $2.91亿0.56%423,413 36,8289.5% $2,529.38万 加仓
V VISA INC CL A $2.93亿0.57%853,450 25,5073.1% $875.12万 加仓
DYNF ISHS US EQ FCTR ROTN ETF $2.97亿0.57%4,364,364 145,1283.4% $987.01万 加仓
CAT CATERPILLAR INC $3.03亿0.59%284,923 -4,478-1.5% -$476.86万 减仓
ABBV ABBVIE INC $3.04亿0.59%1,209,439 2,1610.2% $54.38万 加仓
IEUR ISHS CORE MSCI EUR ETF $3.09亿0.60%4,111,786 3,353,944442.6% $2.52亿 重新持有
VYM VNGRD HIGH DIV YLD ETF $3.10亿0.60%1,958,777 8,9040.5% $140.71万 加仓
META META PLATFORMS INC A $3.17亿0.61%561,995 11,3822.1% $641.14万 加仓
VEU VNGRD FTSE ALL WORLD ETF $3.24亿0.63%3,867,900 -151,321-3.8% -$1,267.31万 减仓
IVW ISHS SP 500 GRWTH ETF $3.32亿0.64%2,413,813 -2,761-0.1% -$37.97万 减仓
XLC ST STR COMMN SVC SEL ETF $3.32亿0.64%3,098,831 -612,555-16.5% -$6,562.31万 减仓
JNJ JOHNSON JOHNSON $3.34亿0.65%1,314,931 -51,079-3.7% -$1,297.25万 减仓
LLY ELI LILLY CO $3.58亿0.69%298,453 13,2074.6% $1,584.09万 加仓
XLV ST STR H/C SEL SCTR ETF $3.68亿0.71%2,319,229 -41,954-1.8% -$665.64万 减仓
IWF ISHS RUSS 1000 GRW ETF $3.87亿0.75%3,115,856 2,337,755300.4% $2.90亿 重新持有