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
GLW CORNING INC $8,263.80万0.20%607,765 149,22732.5% $2,029.04万 加仓
BSV VNGRD SHORT TERM BD ETF $8,215.20万0.20%1,047,720 103,47011.0% $811.31万 加仓
AGG ISHS CORE US AGGR BD ETF $8,214.60万0.20%827,495 77,02510.3% $764.63万 加仓
APD AIR PDTS CHEMICALS INC $8,053.00万0.20%277,219 65,59331.0% $1,905.43万 加仓
C CITIGROUP INC NEW $7,900.00万0.20%696,586 211,43243.6% $2,397.86万 加仓
VPL VNGRD FTSE PACIFIC ETF $7,827.60万0.19%800,944 -1,039,371-56.5% -$1.02亿 减仓
CMCSA COMCAST CORP A NEW $7,814.30万0.19%2,721,809 180,1577.1% $517.23万 加仓
QCOM QUALCOMM INC $7,752.40万0.19%601,987 -84,630-12.3% -$1,089.87万 减仓
LMT LOCKHEED MARTIN CORP $7,711.70万0.19%127,595 -2,879-2.2% -$174.00万 减仓
IAU ISHS GOLD TRUST ETF $7,709.60万0.19%874,505 -493,893-36.1% -$4,354.14万 减仓
AMAT APPLIED MATERIALS INC $7,653.10万0.19%223,912 -4,150-1.8% -$141.84万 减仓
XLE ST STR ENGY SEL SCTR ETF $7,554.20万0.19%1,233,145 317,91034.7% $1,947.50万 加仓
LRCX LAM RESEARCH CORP NEW $7,538.40万0.19%352,821 -2,690-0.8% -$57.47万 减仓
PH PARKER HANNIFIN CORP $7,489.20万0.19%83,656 7,0229.2% $628.64万 加仓
VTI VNGRD TTL STK MKT ETF $7,404.70万0.18%230,812 9,8824.5% $317.03万 加仓
BLCR ISHS LGCP CORE ACTV ETF $7,334.40万0.18%1,786,263 1,786,263— $7,334.40万 新建仓
ASML ASML HLDG NV NYRS NEW $7,331.70万0.18%55,508 3,9267.6% $518.56万 加仓
LOW LOWES COMPANIES INC $7,302.20万0.18%309,046 6,8322.3% $161.43万 加仓
IAGG ISHS INTL AGGREG BD ETF $7,284.30万0.18%1,455,696 158,36012.2% $792.43万 加仓
UNH UNITEDHEALTH GROUP INC $7,149.00万0.18%264,200 49,09222.8% $1,328.38万 加仓
EFA ISHS MSCI EAFE ETF $7,104.60万0.18%731,453 4,7340.7% $45.98万 加仓
AXP AMERN EXPRESS CO $7,094.00万0.18%234,529 4,3511.9% $131.61万 加仓
LHX L3HARRIS TECHS INC $7,052.50万0.17%204,332 -320-0.2% -$11.04万 减仓
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
PLTR PALANTIR TECHS INC A $7,046.50万0.17%481,712 6,8491.4% $100.19万 加仓
MS MORGAN STANLEY $7,042.00万0.17%427,904 112,12935.5% $1,845.30万 加仓
LIN LINDE PLC NEW $6,934.20万0.17%139,870 -548-0.4% -$27.17万 减仓
GE GE AEROSPACE $6,910.90万0.17%243,539 36,73417.8% $1,042.40万 加仓
FTC FT LGCP GRW OPP ALPH ETF $6,874.70万0.17%445,998 1,0660.2% $16.43万 加仓
GD GENERAL DYNAMICS CORP $6,861.30万0.17%199,909 -6,738-3.3% -$231.26万 减仓
ABT ABBOTT LABORATORIES $6,829.00万0.17%665,144 52,9458.6% $543.58万 加仓
VTV VNGRD VALUE ETF $6,774.70万0.17%345,293 -2,991-0.9% -$58.68万 减仓
WM WASTE MANAGEMENT INC DEL $6,773.40万0.17%294,762 -6,345-2.1% -$145.80万 减仓
DE DEERE CO $6,755.40万0.17%119,924 1,2351.0% $69.57万 加仓
AER AERCAP HOLDINGS N V $6,673.10万0.17%486,450 10,4062.2% $142.75万 加仓
PANW PALO ALTO NETWORKS INC $6,579.60万0.16%410,401 53,48515.0% $857.48万 加仓
PFE PFIZER INC $6,554.90万0.16%2,334,351 118,9645.4% $334.05万 加仓
— TEVA PHARMACEUTICAL ADR $6,451.00万0.16%2,141,757 -4,280-0.2% -$12.89万 减仓
VLUE ISHS USA VAL FCTR ETF $6,356.80万0.16%447,061 107,10231.5% $1,522.89万 加仓
TXN TEXAS INSTRUMENTS INC $6,288.80万0.16%323,932 101,74345.8% $1,975.23万 加仓
FEX FT LGCP CORE ALPHADX ETF $6,236.00万0.15%511,453 4,3380.9% $52.89万 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
ORCL ORACLE CORP $6,183.30万0.15%420,316 11,2182.7% $165.03万 加仓
AMT AMERICAN TOWER CORP NEW $6,111.90万0.15%354,150 111,19645.8% $1,919.01万 加仓
MO ALTRIA GROUP INC $6,057.80万0.15%917,989 29,0873.3% $191.94万 加仓
VUG VNGRD GROWTH ETF $5,996.60万0.15%137,288 -20,540-13.0% -$897.17万 减仓
T ATT INC $5,975.80万0.15%2,061,343 8,2690.4% $23.97万 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
MODL VICTORY WSTND US SEC ETF $5,759.90万0.14%1,288,857 24,9252.0% $111.39万 加仓
TMO THERMO FISHER SCIENTIFIC $5,743.90万0.14%116,856 14,08613.7% $692.38万 加仓
ADP AUTOMATIC DATA PROC INC $5,730.30万0.14%282,028 35,30914.3% $717.42万 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
AVIG AVANTIS COR FXD INCM ETF $5,658.60万0.14%1,362,193 427,28545.7% $1,774.96万 加仓
PLD PROLOGIS INC $5,647.40万0.14%427,254 -8,946-2.1% -$118.25万 减仓
UPS UPS INC B $5,619.70万0.14%571,218 48,0589.2% $472.80万 加仓
CEG CONSTELLATN ENERGY CORP $5,584.90万0.14%199,995 -743-0.4% -$20.75万 减仓
JGLO JPM GLBL SEL EQ ETF $5,566.60万0.14%852,864 57,2077.2% $373.39万 加仓
TRV TRAVELERS COS INC $5,533.70万0.14%189,717 -12,735-6.3% -$371.46万 减仓
FLXR TCW FLEXIBLE INCOME ETF $5,409.60万0.13%1,377,532 156,34512.8% $613.97万 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
VB VNGRD SMALL CAP ETF $5,340.50万0.13%203,898 10,4885.4% $274.70万 加仓
UNP UNION PACIFIC CORP $5,338.10万0.13%220,020 -943-0.4% -$22.88万 减仓
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
XLI ST STR INDL SEL SPDR ETF $5,212.20万0.13%322,280 48,33317.6% $781.68万 加仓
ACN ACCENTURE PLC IRELAND A $5,172.80万0.13%260,869 44,45020.5% $881.40万 加仓
ANET ARISTA NETWORKS INC $5,164.00万0.13%420,589 35,0049.1% $429.78万 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
FLCB FRKLN US CORE BD ETF $5,111.50万0.13%2,378,561 189,4988.7% $407.23万 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
CGGR CAP GRP GROWTH ETF $4,885.80万0.12%1,215,680 194,33819.0% $781.04万 加仓
VRT VERTIV HLDGS LLC A $4,864.60万0.12%194,131 45,29730.4% $1,135.07万 加仓
SPGI SP GLOBAL INC $4,849.30万0.12%114,010 23,58426.1% $1,003.12万 加仓
BIV VNGRD INTRM TRM BD ETF $4,845.20万0.12%627,777 47,5978.2% $367.35万 加仓
JPIE JPM INCOME ETF $4,764.80万0.12%1,034,259 -74,786-6.7% -$344.54万 减仓
MU MICRON TECHNOLOGY INC $4,763.80万0.12%141,006 -65,989-31.9% -$2,229.40万 减仓
NVS NOVARTIS AG SPON ADR $4,763.20万0.12%311,826 -8,029-2.5% -$122.64万 减仓
CRM SALESFORCE INC $4,703.50万0.12%251,970 -10,825-4.1% -$202.07万 减仓
SGOV ISHS 03MTH TREAS BD ETF $4,699.40万0.12%466,860 363,181350.3% $3,655.77万 加仓
BMY BRISTOL MYERS SQUIBB CO $4,671.50万0.12%770,244 49,3106.8% $299.06万 加仓
LNG CHENIERE ENERGY INC NEW $4,629.40万0.11%163,146 20,15714.1% $571.97万 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
JIVE JPM INTL VAL ETF $4,594.30万0.11%536,470 120,72129.0% $1,033.85万 加仓
VMBS VNGRD MTG BKD SEC ETF $4,562.10万0.11%971,693 51,1075.6% $239.95万 加仓
ITW ILLINOIS TOOL WORKS INC $4,465.50万0.11%171,559 4,4782.7% $116.56万 加仓
JCI JOHNSON CTLS INTL PLC $4,444.00万0.11%339,366 3,7591.1% $49.22万 加仓
KLAC KLA CORP $4,350.20万0.11%29,544 7812.7% $115.00万 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
APH AMPHENOL CORP CL A NEW $4,335.60万0.11%343,142 101,70342.1% $1,285.02万 加仓
BUFR FT LADDERED BUFFER ETF $4,324.50万0.11%1,280,580 186,64517.1% $630.30万 加仓
SCHD SCHWAB US DIV EQ ETF $4,315.80万0.11%1,406,718 93,1507.1% $285.78万 加仓
NOBL PROSH SP DIV ARISTO ETF $4,287.80万0.11%404,468 -43,091-9.6% -$456.81万 减仓
TJX TJX COS INC NEW $4,280.40万0.11%268,029 -562-0.2% -$8.98万 减仓
D DOMINION ENERGY INC $4,278.90万0.11%692,160 -9,040-1.3% -$55.88万 减仓
TFC TRUIST FINL CORP $4,278.50万0.11%930,712 -8,987-1.0% -$41.31万 减仓
SCHW SCHWAB CHARLES CORP NEW $4,190.40万0.10%445,881 -40,859-8.4% -$383.99万 减仓
PSX PHILLIPS 66 $4,185.60万0.10%229,750 7,6883.5% $140.06万 加仓
DHR DANAHER CORP $4,162.30万0.10%219,528 38,12521.0% $722.86万 加仓
MCK MCKESSON CORP $4,137.90万0.10%47,817 3580.8% $30.98万 加仓
SPYG ST STR SP 500 GRWTH ETF $4,137.80万0.10%422,615 5,4251.3% $53.12万 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