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Aptus资本顾问 · 13F 持仓分析
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Aptus资本顾问

Aptus Capital Advisors, LLCNo.465 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$146.17亿
环比变动 Q1 2026
+$18.83亿+14.8%
持仓股票数
1746
新买入
161
加仓
834
减仓
390
清仓
74
持股不变
361
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
BBROOKFIELD WEALTH SO A FCLASS ABNT
5.87%5.36%$8.58亿1,859.1万股$6.82亿1,626.0万股+233.2万股+14.34%加仓
AAPTUS DEFINED RISK ETFDRSK
3.75%3.73%$5.47亿1,904.2万股$4.75亿1,736.2万股+168.0万股+9.67%加仓
英伟达NVDA
3.44%2.29%$5.03亿251.4万股$2.91亿166.9万股+84.5万股+50.60%加仓
SSPDR标普500 ETFSPY
3.38%2.74%$4.94亿66.2万股$3.49亿53.7万股+12.5万股+23.19%加仓
V先锋领航STAR基金VXUS
3.36%3.38%$4.91亿574.1万股$4.30亿558.2万股+16.0万股+2.86%加仓
S道富SPYM
3.06%2.84%$4.47亿508.4万股$3.61亿471.8万股+36.6万股+7.76%加仓
苹果AAPL
2.41%2.23%$3.53亿121.9万股$2.84亿112.1万股+9.8万股+8.77%加仓
EETF系列解决方案OSCV
1.88%1.72%$2.75亿653.0万股$2.19亿556.3万股+96.7万股+17.39%加仓
I景顺QQQ信托VOO
1.63%1.23%$2.38亿32.4万股$1.56亿27.1万股+5.3万股+19.37%加仓
AAPTUS INTERNATIONAL ENHANCED YIELD ETFIDUB
1.43%1.42%$2.09亿759.9万股$1.81亿734.8万股+25.2万股+3.43%加仓
微软MSFT
1.41%1.56%$2.06亿55.1万股$1.99亿53.7万股+1.4万股+2.69%加仓
AAlphabet Inc Class CGOOG
1.27%1.17%$1.86亿52.7万股$1.49亿51.9万股+7,872股+1.52%加仓
I景顺自营指数基金BSCW
1.25%1.41%$1.83亿890.1万股$1.80亿874.7万股+15.5万股+1.77%加仓
I景顺自营指数基金BSCV
1.21%1.38%$1.77亿1,083.3万股$1.75亿1,064.4万股+18.9万股+1.77%加仓
V先锋领航·FTSEVEA
1.21%1.21%$1.76亿247.3万股$1.53亿239.5万股+7.8万股+3.24%加仓
亚马逊AMZN
1.19%1.16%$1.74亿72.9万股$1.47亿70.7万股+2.2万股+3.10%加仓
EETF SERIES SOLUTIONS APTUS LARGE CAP ENHANCED YIELD ETFDUBS
1.18%1.08%$1.73亿414.6万股$1.37亿380.7万股+33.9万股+8.91%加仓
I景顺自营指数基金BSCX
1.15%1.16%$1.67亿795.4万股$1.48亿700.4万股+95.0万股+13.56%加仓
IIshares Trust Ibonds Dec 2032 Term Corporate EtfIBDX
1.11%1.26%$1.63亿645.7万股$1.60亿634.3万股+11.4万股+1.79%加仓
AAPTUS DRAWDOWN MANAGED EQUITY ETFADME
1.08%1.06%$1.59亿284.9万股$1.35亿273.4万股+11.4万股+4.18%加仓
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
1.07%1.22%$1.57亿752.6万股$1.55亿739.3万股+13.3万股+1.80%加仓
I景顺自营指数基金BSCU
1.07%1.21%$1.56亿938.8万股$1.54亿922.5万股+16.3万股+1.77%加仓
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
1.03%1.17%$1.50亿649.7万股$1.48亿638.1万股+11.6万股+1.82%加仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
0.92%1.04%$1.34亿615.0万股$1.32亿604.2万股+10.8万股+1.79%加仓
博通AVGO
0.86%0.7%$1.25亿33.2万股$8,929.1万28.8万股+4.3万股+15.01%加仓
BBNY MELLON ETF TRUST US LRG CP COREBKLC
0.8%0.9%$1.17亿81.6万股$1.15亿92.1万股-10.5万股-11.39%减仓
V先锋领航指数基金VOO
0.74%0.7%$1.07亿15.6万股$8,877.3万14.9万股+7,910股+5.32%加仓
AAPTUS ENHANCED YIELD ETFJUCY
0.72%0.79%$1.06亿480.9万股$1.01亿457.0万股+23.8万股+5.21%加仓
IiShares安硕·7-10YRIEF
0.7%0.54%$1.03亿108.8万股$6,900.5万72.3万股+36.5万股+50.50%加仓
摩根大通JPM
0.68%0.69%$9,905.8万30.3万股$8,746.6万29.7万股+5,283股+1.78%加仓
S嘉信·USSCHX
0.59%0.57%$8,579.0万291.5万股$7,261.1万283.2万股+8.3万股+2.93%加仓
I景顺交易所交易基金信托RSP
0.58%0.47%$8,474.6万39.8万股$5,969.3万31.1万股+8.7万股+28.06%加仓
VisaV
0.57%0.54%$8,342.3万24.3万股$6,883.6万22.8万股+1.5万股+6.76%加仓
IiShares安硕信托SGOV
0.56%0.04%$8,199.5万81.4万股$496.1万4.9万股+76.5万股+1,552.69%加仓
V先锋领航·FSTEVWO
0.54%0.53%$7,944.3万133.1万股$6,762.4万125.1万股+8.0万股+6.38%加仓
特斯拉TSLA
0.53%0.53%$7,748.8万18.4万股$6,726.3万18.1万股+3,297股+1.82%加仓
IiShares安硕信托GJS
0.51%<0.01%$7,394.7万324.6万股$10.9万4,762股+324.1万股+68,067.68%加仓
Meta平台META
0.5%0.6%$7,273.9万12.9万股$7,629.3万13.3万股-4,216股-3.16%减仓
I景顺自营指数基金BSCY
0.5%0.56%$7,261.2万351.4万股$7,144.6万345.2万股+6.2万股+1.79%加仓
埃克森美孚XOM
0.49%0.66%$7,124.3万52.1万股$8,381.2万49.4万股+2.7万股+5.48%加仓
美光科技MU
0.48%0.16%$7,048.6万6.1万股$2,030.5万6.0万股+962股+1.60%加仓
C资本集团股息价值CCBG
0.48%0.47%$7,043.0万142.9万股$6,003.5万141.1万股+1.8万股+1.27%加仓
沃尔玛WMT
0.48%0.59%$7,030.2万62.1万股$7,563.8万60.9万股+1.2万股+2.00%加仓
谷歌AGOOGL
0.48%0.43%$6,998.1万19.6万股$5,459.2万19.0万股+5,977股+3.15%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.46%0.44%$6,734.0万232.5万股$5,604.7万223.3万股+9.2万股+4.13%加仓
伯克希尔哈撒韦BRK.B
0.45%0.49%$6,616.7万13.2万股$6,243.7万13.0万股+1,937股+1.49%加仓
礼来LLY
0.44%0.38%$6,436.3万5.4万股$4,849.2万5.3万股+940股+1.78%加仓
卡特彼勒CAT
0.42%0.44%$6,178.6万5.8万股$5,581.6万7.9万股-2.1万股-26.36%减仓
IiShares安硕信托IBDZ
0.42%0.28%$6,126.0万235.2万股$3,583.3万137.5万股+97.7万股+71.03%加仓
FIRST INTST BANCSYSTEMFIBK
0.41%0.43%$5,943.9万162.7万股$5,449.2万161.4万股+1.4万股+0.84%加仓

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