本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
SPG ADVISORS LLC (CIK 1843253) reported $5.6M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($1.6M, 29.28%), IBM ($752,518, 13.56%), AAPL ($689,132, 12.42%), COST ($493,052, 8.88%), SGOV ($485,512, 8.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $1.6M | 29.28% | 6,819 | Trimmed |
| 2 | IBM | INTERNATIONAL BUSINESS MACHS | $752,518 | 13.56% | 2,676 | New |
| 3 | AAPL | APPLE INC | $689,132 | 12.42% | 2,382 | Trimmed |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $493,052 | 8.88% | 527 | Trimmed |
| 5 | SGOV | ISHARES TR | $485,512 | 8.75% | 4,823 | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $388,542 | 7.00% | 1,050 | Added |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | $340,766 | 6.14% | 681 | Trimmed |
| 8 | BIL | SPDR SERIES TRUST | $323,591 | 5.83% | 3,531 | Trimmed |
| 9 | BA | BOEING CO | $226,861 | 4.09% | 1,048 | Hold |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $224,874 | 4.05% | 301 | New |
| 11 | EFX | EQUIFAX INC | $0 | 0.00% | 0 | Exited |
| 12 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30