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Janney Montgomery Scott LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Janney Montgomery Scott LLC

报告期 2026-03-31 · CIK 0001329948

持仓数

2,740

前50大市值合计

$16.75B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

Common Stock

$1.22B

4,792,927

7.3%

IVV ISHS CORE SP 500 ETF

ETF/Closed End

$922.9M

1,412,900

5.5%

MSFT MICROSOFT CORP

Common Stock

$828.6M

2,238,486

4.9%

NVDA NVIDIA CORP

Common Stock

$780.9M

4,477,669

4.7%

XLK ST STR TECH SEL SPDR ETF

ETF/Closed End

$628.3M

4,727,854

3.8%

AMZN AMAZONCOM INC

Common Stock

$572.7M

2,749,966

3.4%

AVGO BROADCOM INC

Common Stock

$549.3M

1,774,688

3.3%

JPM JPMORGAN CHASE CO

Common Stock

$523.1M

1,778,198

3.1%

GOOGL ALPHABET INC A

Common Stock

$511.7M

1,779,495

3.1%

QQQ INV QQQ ETF

ETF/Closed End

$491.0M

850,685

2.9%

XLF ST STR FINL SEL SCTR ETF

ETF/Closed End

$456.9M

9,254,845

2.7%

XLC ST STR COMMN SVC SEL ETF

ETF/Closed End

$411.4M

3,711,386

2.5%

IUSB ISHS CORE UNVL USD ETF

ETF/Closed End-

$356.3M

7,713,487

2.1%

XLV ST STR H/C SEL SCTR ETF

ETF/Closed End

$346.2M

2,361,183

2.1%

JNJ JOHNSON JOHNSON

Common Stock

$333.9M

1,366,010

2.0%

META META PLATFORMS INC A

Common Stock

$315.0M

550,613

1.9%

VEU VNGRD FTSE ALL WORLD ETF

ETF/Closed End

$301.8M

4,019,221

1.8%

WMT WALMART INC

Common Stock

$300.3M

2,416,580

1.8%

VYM VNGRD HIGH DIV YLD ETF

ETF/Closed End

$288.8M

1,949,873

1.7%

IVE ISHS SP 500 VALUE ETF

ETF/Closed End

$284.9M

1,349,230

1.7%

IVW ISHS SP 500 GRWTH ETF

ETF/Closed End

$273.3M

2,416,574

1.6%

ABBV ABBVIE INC

Common Stock

$262.6M

1,207,278

1.6%

LLY ELI LILLY CO

Common Stock

$262.4M

285,246

1.6%

— EXXON MOBIL CORP

Common Stock

$261.2M

1,539,743

1.6%

CVX CHEVRON CORP

Common Stock

$258.9M

1,251,102

1.5%

XLP ST STR CONS STAPLES ETF

ETF/Closed End

$257.3M

3,138,094

1.5%

BRK/B BERKSHIRE HATHAWAY INC B

Common Stock

$253.3M

528,679

1.5%

IEMG ISHS CORE MSCI E/MKT ETF

ETF/Closed End

$251.5M

3,605,987

1.5%

V VISA INC CL A

Common Stock

$250.2M

827,943

1.5%

DYNF ISHS US EQ FCTR ROTN ETF

ETF/Closed End

$245.5M

4,219,236

1.5%

VOO VNGRD SP 500 ETF

ETF/Closed End

$231.0M

386,585

1.4%

VEA VNGRD FTSE DEV MKTS ETF

ETF/Closed End

$221.7M

3,460,078

1.3%

IEI ISHS 37Y TRSY BD ETF

ETF/Closed End-

$218.8M

1,844,787

1.3%

IEFA ISHS CORE MSCI EAFE ETF

ETF/Closed End

$214.2M

2,365,635

1.3%

CAT CATERPILLAR INC

Common Stock

$205.0M

289,401

1.2%

MRK MERCK COMPANY INC

Common Stock

$202.0M

1,679,664

1.2%

EFV ISHS MSCI EAFE VAL ETF

ETF/Closed End

$200.7M

2,699,024

1.2%

IJR ISHS CORE SP SMCP ETF

ETF/Closed End

$199.5M

1,604,971

1.2%

VONG VNGRD RUS1000 GRW IN ETF

ETF/Closed End

$197.9M

1,803,853

1.2%

VGT VNGRD INFO TECH ETF

ETF/Closed End

$195.5M

280,153

1.2%

NEE NEXTERA ENERGY INC

Common Stock

$186.0M

2,002,772

1.1%

HD HOME DEPOT INC

Common Stock

$174.0M

529,032

1.0%

CSCO CISCO SYSTEMS INC

Common Stock

$169.3M

2,181,466

1.0%

JCPB JPM CORE PLUS BOND ETF

ETF/Closed End-

$168.0M

3,568,823

1.0%

IBM INTL BUSINESS MACHS CORP

Common Stock

$167.0M

688,918

1.0%

QUAL ISHS MSCI USA QLTY ETF

ETF/Closed End

$166.0M

865,213

1.0%

PG PROCTER GAMBLE CO

Common Stock

$162.2M

1,122,903

1.0%

VONV VNGRD RUS1000 VL IN ETF

ETF/Closed End

$161.1M

1,718,133

1.0%

RSP INV SP500 EQL WGHT ETF

ETF/Closed End

$159.5M

830,928

1.0%

JEPI JPM EQTY PREM INCM ETF

ETF/Closed End

$158.7M

2,800,288

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

30%前 6 大占比

AAPL7.3%IVV5.5%MSFT4.9%NVDA4.7%XLK3.8%AMZN3.4%