Janney Montgomery Scott LLC
PHILADELPHIA PA · SEC CIK 0001329948
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $14.34亿 | 2.78% | 4,956,780 | 163,853 | 3.4% | $4,741.25万 | 加仓 |
| IVV | ISHS CORE SP 500 ETF | $13.79亿 | 2.67% | 1,840,976 | 428,076 | 30.3% | $3.21亿 | 加仓 |
| NVDA | NVIDIA CORP | $9.39亿 | 1.82% | 4,692,290 | 214,621 | 4.8% | $4,294.35万 | 加仓 |
| XLK | ST STR TECH SEL SPDR ETF | $9.14亿 | 1.77% | 4,799,566 | 71,712 | 1.5% | $1,366.26万 | 加仓 |
| MSFT | MICROSOFT CORP | $8.54亿 | 1.65% | 2,289,585 | 51,099 | 2.3% | $1,906.09万 | 加仓 |
| AVGO | BROADCOM INC | $6.74亿 | 1.31% | 1,784,681 | 9,993 | 0.6% | $377.49万 | 加仓 |
| AMZN | AMAZONCOM INC | $6.58亿 | 1.27% | 2,762,750 | 12,784 | 0.5% | $304.69万 | 加仓 |
| GOOGL | ALPHABET INC A | $6.56亿 | 1.27% | 1,835,129 | 55,634 | 3.1% | $1,988.19万 | 加仓 |
| QQQ | INV QQQ ETF | $6.28亿 | 1.22% | 852,815 | 2,130 | 0.3% | $156.85万 | 加仓 |
| JPM | JPMORGAN CHASE CO | $5.85亿 | 1.13% | 1,785,762 | 7,564 | 0.4% | $247.59万 | 加仓 |
| SPY | ST STR SPDR SP 500 ETF | $5.36亿 | 1.04% | 717,543 | 34,205 | 5.0% | $2,554.33万 | 重新持有 |
| XLF | ST STR FINL SEL SCTR ETF | $5.12亿 | 0.99% | 9,549,563 | 294,718 | 3.2% | $1,579.98万 | 加仓 |
| IUSB | ISHS CORE UNVL USD ETF | $4.88亿 | 0.94% | 10,566,952 | 2,853,465 | 37.0% | $1.32亿 | 加仓 |
| BBUS | JPM BETABLDRS U S EQ ETF | $4.84亿 | 0.94% | 3,594,171 | 212,062 | 6.3% | $2,856.90万 | 重新持有 |
| GOOG | ALPHABET INC C | $4.64亿 | 0.90% | 1,313,878 | -4,005 | -0.3% | -$141.51万 | 重新持有 |
| IWF | ISHS RUSS 1000 GRW ETF | $3.87亿 | 0.75% | 3,115,856 | 2,337,755 | 300.4% | $2.90亿 | 重新持有 |
| 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 |
| LLY | ELI LILLY CO | $3.58亿 | 0.69% | 298,453 | 13,207 | 4.6% | $1,584.09万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $3.34亿 | 0.65% | 1,314,931 | -51,079 | -3.7% | -$1,297.25万 | 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 |
| IVW | ISHS SP 500 GRWTH ETF | $3.32亿 | 0.64% | 2,413,813 | -2,761 | -0.1% | -$37.97万 | 减仓 |
| VEU | VNGRD FTSE ALL WORLD ETF | $3.24亿 | 0.63% | 3,867,900 | -151,321 | -3.8% | -$1,267.31万 | 减仓 |
| META | META PLATFORMS INC A | $3.17亿 | 0.61% | 561,995 | 11,382 | 2.1% | $641.14万 | 加仓 |
| VYM | VNGRD HIGH DIV YLD ETF | $3.10亿 | 0.60% | 1,958,777 | 8,904 | 0.5% | $140.71万 | 加仓 |
| IEUR | ISHS CORE MSCI EUR ETF | $3.09亿 | 0.60% | 4,111,786 | 3,353,944 | 442.6% | $2.52亿 | 重新持有 |
| ABBV | ABBVIE INC | $3.04亿 | 0.59% | 1,209,439 | 2,161 | 0.2% | $54.38万 | 加仓 |
| CAT | CATERPILLAR INC | $3.03亿 | 0.59% | 284,923 | -4,478 | -1.5% | -$476.86万 | 减仓 |
| DYNF | ISHS US EQ FCTR ROTN ETF | $2.97亿 | 0.57% | 4,364,364 | 145,128 | 3.4% | $987.01万 | 加仓 |
| V | VISA INC CL A | $2.93亿 | 0.57% | 853,450 | 25,507 | 3.1% | $875.12万 | 加仓 |
| VOO | VNGRD SP 500 ETF | $2.91亿 | 0.56% | 423,413 | 36,828 | 9.5% | $2,529.38万 | 加仓 |
| VGT | VNGRD INFO TECH ETF | $2.79亿 | 0.54% | 2,335,977 | 94,753 | 4.2% | $1,132.49万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC B | $2.70亿 | 0.52% | 538,783 | 10,104 | 1.9% | $505.59万 | 加仓 |
| WMT | WALMART INC | $2.66亿 | 0.51% | 2,345,146 | -71,434 | -3.0% | -$809.06万 | 减仓 |
| VONG | VNGRD RUS1000 GRW IN ETF | $2.63亿 | 0.51% | 2,060,897 | 257,044 | 14.2% | $3,285.28万 | 加仓 |
| CSCO | CISCO SYSTEMS INC | $2.61亿 | 0.51% | 2,221,708 | 40,242 | 1.8% | $472.68万 | 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 |
| VEA | VNGRD FTSE DEV MKTS ETF | $2.55亿 | 0.49% | 3,583,905 | 123,827 | 3.6% | $882.27万 | 加仓 |
| 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 |
| IJR | ISHS CORE SP SMCP ETF | $2.22亿 | 0.43% | 1,497,464 | -107,507 | -6.7% | -$1,594.44万 | 减仓 |
| IEFA | ISHS CORE MSCI EAFE ETF | $2.21亿 | 0.43% | 2,293,303 | -72,332 | -3.1% | -$698.58万 | 减仓 |
| — | EXXON MOBIL CORP | $2.14亿 | 0.41% | 1,562,930 | 23,187 | 1.5% | $317.01万 | 加仓 |
| MRK | MERCK COMPANY INC | $2.13亿 | 0.41% | 1,655,632 | -24,032 | -1.4% | -$308.81万 | 减仓 |
| ETN | EATON CORP PLC | $2.08亿 | 0.40% | 487,988 | 41,422 | 9.3% | $1,765.08万 | 重新持有 |
| VCSH | VNGRD SHRT TRM CORP ETF | $2.07亿 | 0.40% | 2,622,076 | 521,570 | 24.8% | $4,121.97万 | 重新持有 |
| CVX | CHEVRON CORP | $2.07亿 | 0.40% | 1,248,540 | -2,562 | -0.2% | -$42.47万 | 减仓 |
| TSM | TAIWAN SEMICON MFG CO | $2.03亿 | 0.39% | 425,753 | 1,818 | 0.4% | $86.82万 | 加仓 |
| RSP | INV SP500 EQL WGHT ETF | $2.03亿 | 0.39% | 953,608 | 122,680 | 14.8% | $2,610.26万 | 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 |
| IBM | INTL BUSINESS MACHS CORP | $1.96亿 | 0.38% | 697,737 | 8,819 | 1.3% | $248.00万 | 加仓 |
| VONV | VNGRD RUS1000 VL IN ETF | $1.90亿 | 0.37% | 1,783,310 | 65,177 | 3.8% | $692.90万 | 加仓 |
| XLY | ST STR CONS DIS SEL ETF | $1.89亿 | 0.37% | 1,611,333 | 99,276 | 6.6% | $1,164.31万 | 重新持有 |
| TLT | ISHS 20 TRSY BD ETF | $1.87亿 | 0.36% | 2,169,014 | 755,381 | 53.4% | $6,528.00万 | 加仓 |
| HD | HOME DEPOT INC | $1.86亿 | 0.36% | 526,645 | -2,387 | -0.5% | -$84.18万 | 减仓 |
| JCPB | JPM CORE PLUS BOND ETF | $1.77亿 | 0.34% | 3,766,491 | 197,668 | 5.5% | $927.85万 | 加仓 |
| MTUM | ISHS USA MOMNTM FCTR ETF | $1.71亿 | 0.33% | 499,697 | -101,711 | -16.9% | -$3,486.96万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.71亿 | 0.33% | 1,945,219 | -57,553 | -2.9% | -$505.14万 | 减仓 |
| CGDV | CAP GRP DIV VALUE ETF | $1.67亿 | 0.32% | 3,393,461 | 113,067 | 3.4% | $557.19万 | 加仓 |
| JBND | JPM ACTIVE BOND ETF | $1.66亿 | 0.32% | 3,109,788 | 940,160 | 43.3% | $5,029.87万 | 加仓 |
| PG | PROCTER GAMBLE CO | $1.65亿 | 0.32% | 1,124,238 | 1,335 | 0.1% | $19.58万 | 加仓 |
| GOVT | ISHS U S TREAS ETF | $1.64亿 | 0.32% | 7,210,378 | 621,832 | 9.4% | $1,416.53万 | 加仓 |
| MU | MICRON TECH INC | $1.63亿 | 0.32% | 141,607 | 601 | 0.4% | $69.37万 | 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 |
| LRCX | LAM RESEARCH CORP NEW | $1.59亿 | 0.31% | 365,882 | 13,061 | 3.7% | $565.97万 | 加仓 |
| XLU | ST STR UTIL SEL SPDR ETF | $1.58亿 | 0.31% | 3,487,951 | 56,123 | 1.6% | $254.46万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.52亿 | 0.29% | 618,232 | 17,366 | 2.9% | $427.59万 | 加仓 |
| MBB | ISHS MBS ETF | $1.51亿 | 0.29% | 1,599,915 | 139,650 | 9.6% | $1,319.97万 | 加仓 |
| EFG | ISHS MSCI EAFE GRW ETF | $1.50亿 | 0.29% | 1,204,921 | 63,923 | 5.6% | $795.33万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.48亿 | 0.29% | 146,763 | 29,228 | 24.9% | $2,956.04万 | 重新持有 |
| GLW | CORNING INC | $1.47亿 | 0.28% | 574,635 | -33,130 | -5.5% | -$846.24万 | 减仓 |
| RTX | RTX CORP | $1.47亿 | 0.28% | 773,249 | 4,965 | 0.6% | $94.20万 | 加仓 |
| IXUS | ISHS CORE TTL INTL ETF | $1.46亿 | 0.28% | 1,525,461 | 22,759 | 1.5% | $217.21万 | 加仓 |
| AMGN | AMGEN INC | $1.45亿 | 0.28% | 401,226 | -14,784 | -3.6% | -$535.36万 | 减仓 |
| VTV | VNGRD VALUE ETF | $1.43亿 | 0.28% | 656,703 | 311,410 | 90.2% | $6,786.54万 | 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 |
| MA | MASTERCARD INC A | $1.40亿 | 0.27% | 273,156 | 11,151 | 4.3% | $572.72万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $1.38亿 | 0.27% | 190,753 | -33,159 | -14.8% | -$2,397.41万 | 减仓 |
| VIG | VNGRD DIV APPRC IDX ETF | $1.37亿 | 0.27% | 580,039 | -5,763 | -1.0% | -$136.36万 | 减仓 |
| MCD | MCDONALDS CORP | $1.35亿 | 0.26% | 499,492 | 46,212 | 10.2% | $1,249.16万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.34亿 | 0.26% | 393,652 | -16,749 | -4.1% | -$571.17万 | 减仓 |
| VO | VNGRD MID CAP ETF | $1.33亿 | 0.26% | 1,654,013 | 115,289 | 7.5% | $928.88万 | 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 |
| RDVY | FT RISING DIV ACHIEV ETF | $1.32亿 | 0.25% | 1,623,440 | 74,623 | 4.8% | $604.89万 | 加仓 |
| TSLA | TESLA INC | $1.30亿 | 0.25% | 309,478 | 16,954 | 5.8% | $713.09万 | 加仓 |
| JIRE | JPM INTL RESH ENH EQ ETF | $1.30亿 | 0.25% | 1,574,842 | 90,975 | 6.1% | $750.45万 | 加仓 |
| KO | COCA COLA COMPANY | $1.30亿 | 0.25% | 1,597,473 | 3,242 | 0.2% | $26.35万 | 加仓 |
| IEF | ISHS 710Y TRSY ETF | $1.30亿 | 0.25% | 1,371,260 | 82,470 | 6.4% | $779.92万 | 加仓 |
| PEP | PEPSICO INC | $1.29亿 | 0.25% | 954,271 | 45,738 | 5.0% | $619.29万 | 重新持有 |
| VWO | VNGRD FTSE EMG MKTS ETF | $1.26亿 | 0.24% | 2,115,465 | 27,666 | 1.3% | $165.14万 | 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 |
| COST | COSTCO WHOLESALE CORP | $1.24亿 | 0.24% | 132,882 | 2,444 | 1.9% | $228.63万 | 加仓 |
| IBB | ISHS BIOTECH ETF | $1.24亿 | 0.24% | 653,390 | 572 | 0.1% | $10.88万 | 加仓 |
| HDV | ISHS CORE HIGH DIV ETF | $1.23亿 | 0.24% | 4,486,897 | 17,467 | 0.4% | $47.88万 | 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 |
| GEV | GE VERNOVA LLC | $1.22亿 | 0.24% | 103,718 | 5,422 | 5.5% | $637.01万 | 加仓 |
| CGCP | CAP GRP F/COR PL INC ETF | $1.18亿 | 0.23% | 5,312,377 | 396,556 | 8.1% | $883.92万 | 加仓 |
| XLB | ST STR MATL SEL SPDR ETF | $1.18亿 | 0.23% | 2,328,091 | 2,074,750 | 819.0% | $1.05亿 | 加仓 |
| IWM | ISHS RUSS 2000 ETF | $1.16亿 | 0.23% | 387,050 | 6,280 | 1.6% | $188.68万 | 加仓 |
| 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 |
| AMD | ADVANCED MICRO DEVICES | $1.14亿 | 0.22% | 196,985 | -4,160 | -2.1% | -$241.66万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1.12亿 | 0.22% | 619,899 | 90,435 | 17.1% | $1,636.06万 | 重新持有 |