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Janney Montgomery Scott LLC

SEC CIK
0001329948
最新申報
2026/8/5

2025 年第 2 季持倉

持倉截至 2025/6/30,2025/7/17 申報。只含多頭部位,變化是跟 2025 年第 1 季比股數。

機構總覽
持股檔數
2,698
較 2025 年第 1 季 +34
總值
$382.6 億
較 2025 年第 1 季 +$29.8 億 (+8.5%)
申報日
2025/7/17
SEC
Janney Montgomery Scott LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
MSFTMicrosoft CorpStock2,109,500$10.5 億2.7%+21,374+1.0%加碼歷史
AAPLApple Inc.Stock4,594,242$9.43 億2.5%−47,064−1.0%減碼歷史
iShares Core S&P 500 ETF464287200ETF1,265,421$7.86 億2.1%−287,986−18.5%減碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF2,797,050$7.08 億1.9%+213,219+8.3%加碼–
NVDANVIDIA CorpStock4,385,645$6.93 億1.8%+47,405+1.1%加碼歷史
AMZNAmazon Com IncStock2,603,361$5.71 億1.5%+66,950+2.6%加碼歷史
JPMJPMorgan Chase & CoStock1,714,994$4.97 億1.3%−19,933−1.1%減碼歷史
Invesco QQQ Trust Series I46090E103ETF894,107$4.93 億1.3%+55,554+6.6%加碼–
AVGOBroadcom Inc.Stock1,763,860$4.86 億1.3%+93,142+5.6%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,289,584$4.43 億1.2%−163,150−4.7%減碼–
SPYSPDR S&P 500 ETF TrustETF647,265$4.00 億1.0%+73,137+12.7%加碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF3,619,986$3.93 億1.0%+1,088,896+43.0%加碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF7,367,505$3.86 億1.0%−2,010,381−21.4%減碼–
iShares Tr46434V613CORE UNIVRSL USD8,284,516$3.83 億1.0%−344,495−4.0%減碼–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US3,120,488$3.49 億0.9%−48,834−1.5%減碼–
METAMeta Platforms, Inc.Stock458,527$3.38 億0.9%+14,350+3.2%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF775,136$3.29 億0.9%−17,132−2.2%減碼–
GOOGLAlphabet Inc.Stock1,846,349$3.25 億0.9%+10,906+0.6%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF1,568,643$2.87 億0.7%+19,878+1.3%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,298,342$2.82 億0.7%+38,424+3.0%加碼–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,193,154$2.82 億0.7%+161,364+4.0%加碼–
VVisa Inc.Stock770,484$2.74 億0.7%−44,619−5.5%減碼歷史
LLYEli Lilly & CoStock321,282$2.50 億0.7%+28,378+9.7%加碼歷史
iShares S&P 500 Growth ETF464287309ETF2,244,255$2.47 億0.6%−133,105−5.6%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF1,837,197$2.45 億0.6%+12,773+0.7%加碼–
BRK.BBerkshire Hathaway IncStock486,912$2.37 億0.6%+1,571+0.3%加碼歷史
Vanguard S&P 500 ETF922908363ETF395,465$2.25 億0.6%+10,372+2.7%加碼–
WMTWalmart Inc.Stock2,281,526$2.23 億0.6%−50,872−2.2%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF2,722,208$2.20 億0.6%−98,397−3.5%減碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT4,026,678$2.19 億0.6%+252,244+6.7%加碼–
iShares Tr464288877EAFE VALUE ETF3,343,833$2.12 億0.6%+902,001+36.9%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF3,611,618$2.06 億0.5%−45,687−1.2%減碼–
iShares Tr464287515EXPANDED TECH1,861,773$2.04 億0.5%+159,525+9.4%加碼–
JNJJohnson & JohnsonStock1,293,106$1.98 億0.5%−50,034−3.7%減碼歷史
iShares S&P 500 Value ETF464287408ETF1,006,406$1.97 億0.5%+84,876+9.2%加碼–
iShares Tr4642886613 7 YR TREAS BD1,570,032$1.87 億0.5%−241,633−13.3%減碼–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,634,511$1.78 億0.5%+18,757+1.2%加碼–
IBMInternational Business Machines CorpStock603,210$1.78 億0.5%+8,488+1.4%加碼歷史
ABBVAbbVie Inc.Stock938,929$1.74 億0.5%+11,205+1.2%加碼歷史
CVXChevron CorpStock1,205,961$1.73 億0.5%−4,737−0.4%減碼歷史
XOMExxonMobil Holdings CorpCOM1,588,632$1.71 億0.4%+26,250+1.7%加碼歷史
ETNEaton Corp plcStock478,987$1.71 億0.4%+27,499+6.1%加碼歷史
MAMastercard IncStock300,986$1.69 億0.4%+7,986+2.7%加碼歷史
PGProcter & Gamble CoStock1,049,299$1.67 億0.4%+73,441+7.5%加碼歷史
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF1,994,654$1.64 億0.4%−1,961,744−49.6%減碼–
Vanguard Information Technology ETF92204A702ETF246,010$1.63 億0.4%−4,026−1.6%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF2,668,147$1.60 億0.4%+857,701+47.4%加碼–
HDHome Depot, Inc.Stock434,933$1.59 億0.4%−1,243−0.3%減碼歷史
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM2,600,663$1.48 億0.4%+123,298+5.0%加碼–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,852,374$1.47 億0.4%−156,583−7.8%減碼–
MRKMerck & Co., Inc.Stock1,844,405$1.46 億0.4%−42,991−2.3%減碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT795,087$1.44 億0.4%+191,021+31.6%加碼–
CMCSAComcast CorpStock3,911,304$1.40 億0.4%−80,033−2.0%減碼歷史
iShares Inc464286426MSCI EM ASIA ETF1,686,001$1.39 億0.4%+1,686,001新進–
iShares Tr46428865310-20 YR TRS ETF1,343,768$1.37 億0.4%+167,921+14.3%加碼–
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL1,595,820$1.36 億0.4%−10,481−0.7%減碼–
CSCOCisco Systems, Inc.Stock1,862,278$1.29 億0.3%+117,416+6.7%加碼歷史
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH1,487,290$1.28 億0.3%+205,582+16.0%加碼–
iShares Core MSCI Eafe ETF46432F842ETF1,489,280$1.24 億0.3%+262,234+21.4%加碼–
RTXRTX CorpStock836,615$1.22 億0.3%−42,490−4.8%減碼歷史
iShares Core MSCI Total International Stock ETF46432F834ETF1,559,924$1.21 億0.3%+9,153+0.6%加碼–
COSTCostco Wholesale CorpStock120,098$1.19 億0.3%+1,539+1.3%加碼歷史
iShares Tr464288588MBS ETF1,223,042$1.15 億0.3%−26,385−2.1%減碼–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF2,432,881$1.14 億0.3%+185,247+8.2%加碼–
PEPPepsiCo IncStock863,502$1.14 億0.3%−45,249−5.0%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF547,347$1.12 億0.3%+5,073+0.9%加碼–
NFLXNetflix IncStock82,717$1.11 億0.3%−1,581−1.9%減碼歷史
iShares Tr464287721U.S. TECH ETF629,554$1.09 億0.3%+8,714+1.4%加碼–
AMGNAmgen IncStock386,838$1.08 億0.3%−24,724−6.0%減碼歷史
KOCoca Cola CoStock1,524,492$1.08 億0.3%−70,904−4.4%減碼歷史
PNCPNC Financial Services Group, Inc.Stock575,411$1.07 億0.3%−1,481−0.3%減碼歷史
MCDMcDonalds CorpStock366,887$1.07 億0.3%−11,370−3.0%減碼歷史
NEENextera Energy IncStock1,538,315$1.07 億0.3%+76,383+5.2%加碼歷史
MDTMedtronic plcStock1,215,669$1.06 億0.3%−6070.0%減碼歷史
iShares Core U.S. Aggregate Bond ETF464287226ETF1,064,449$1.06 億0.3%+401,718+60.6%加碼–
UBERUber Technologies, IncStock1,130,378$1.05 億0.3%+194,919+20.8%加碼歷史
BLKBlackRock, Inc.Stock100,483$1.05 億0.3%+4,216+4.4%加碼歷史
QCOMQualcomm IncStock656,212$1.05 億0.3%−25,596−3.8%減碼歷史
iShares MSCI USA Momentum Factor ETF46432F396ETF433,871$1.04 億0.3%−2,709−0.6%減碼–
iShares Tr464288885EAFE GRWTH ETF929,210$1.04 億0.3%+5,963+0.6%加碼–
iShares Tr46428743220 YR TR BD ETF1,147,454$1.01 億0.3%−124,589−9.8%減碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF358,215$1.00 億0.3%+2,114+0.6%加碼–
TSLATesla, Inc.Stock315,362$1.00 億0.3%−14,477−4.4%減碼歷史
BXBlackstone Inc.COM647,929$9,692 萬0.3%+19,508+3.1%加碼歷史
J P Morgan Exchange Traded F46641Q167ACTIVE VALUE ETF1,477,592$9,678 萬0.3%+2310.0%加碼–
iShares Russell Midcap ETF464287499ETF1,042,814$9,591 萬0.3%−15,230−1.4%減碼–
CATCaterpillar IncStock245,376$9,526 萬0.2%−10,199−4.0%減碼歷史
PMPhilip Morris International Inc.Stock522,526$9,517 萬0.2%−7,287−1.4%減碼歷史
iShares Tr4642874407-10 YR TRSY BD991,087$9,492 萬0.2%−90,470−8.4%減碼–
Capital Group Dividend Value14020W106SHS CREAT UNIT2,334,502$9,219 萬0.2%+342,751+17.2%加碼–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,100,663$9,127 萬0.2%−145,097−11.6%減碼–
iShares Core High Dividend ETF46429B663ETF778,605$9,123 萬0.2%+25,519+3.4%加碼–
ABTAbbott LaboratoriesStock669,868$9,111 萬0.2%+73,780+12.4%加碼歷史
iShares S&P 100 ETF464287101ETF295,418$8,991 萬0.2%+82,798+38.9%加碼–
J P Morgan Exchange Traded F46641Q134INTRNL RES EQT1,252,180$8,862 萬0.2%+135,013+12.1%加碼–
CBChubb LtdStock304,480$8,821 萬0.2%+11,076+3.8%加碼歷史
EMREmerson Electric CoStock658,206$8,776 萬0.2%+8,054+1.2%加碼歷史
SPDR Series Trust78464A763ST STR SP DIV641,404$8,706 萬0.2%−39,731−5.8%減碼–
APDAir Products & Chemicals, Inc.Stock308,275$8,695 萬0.2%+581+0.2%加碼歷史
ORCLOracle CorpStock394,451$8,624 萬0.2%+35,149+9.8%加碼歷史

2025 年第 1 季之後清倉(150 檔)

2025 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 150 檔。

Janney Montgomery Scott LLC 在 2025 年第 1 季之後清倉的部位
證券類別2025 年第 1 季股數2025 年第 1 季市值2025 年第 1 季佔組合 %紀錄
Barrick Gold Corp067901108COM291,281$566.3 萬<0.1%–
DFSDiscover Financial ServicesCOM27,544$470.2 萬<0.1%歷史
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT120,172$463.3 萬<0.1%–
Managed Portfolio Series56167N720TORTOISE NRAM PI113,160$411.6 萬<0.1%–
DEAEasterly Government Properties, Inc.COM309,090$327.6 萬<0.1%歷史
J P Morgan Exchange Traded F46641Q324INTERNL GWT43,883$278.3 萬<0.1%–
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL21,424$254.5 萬<0.1%–
XUnited States Steel CorpCOM51,254$216.6 萬<0.1%歷史
JWNNordstrom IncStock75,624$184.9 萬<0.1%歷史
BFHBread Financial Holdings, Inc.COM32,720$163.9 萬<0.1%歷史
FNGSBank of MontrealNT LKD 3831,666$157.8 萬<0.1%歷史
ABMAbm Industries IncCOM30,736$145.6 萬<0.1%歷史
APOGApogee Enterprises, Inc.COM29,914$138.6 萬<0.1%歷史
CLBTCellebrite DI Ltd.ORDINARY SHARES66,993$130.2 萬<0.1%歷史
MTHMeritage Homes CORPCOM16,940$120.1 萬<0.1%歷史
SUISun Communities IncCOM9,119$117.3 萬<0.1%歷史
IMKTAIngles Markets IncCL A17,729$115.5 萬<0.1%歷史
CALCaleres IncCOM66,851$115.2 萬<0.1%歷史
PDCOPatterson Companies, Inc.COM36,450$113.9 萬<0.1%歷史
MACMacerich CoCOM63,576$109.2 萬<0.1%歷史
OPRXOptimizeRx CorpCOM NEW124,751$108.0 萬<0.1%歷史
NSANational Storage Affiliates TrustCOM SHS BEN IN24,746$97.5 萬<0.1%歷史
SHLSShoals Technologies Group, Inc.CL A269,096$89.3 萬<0.1%歷史
PRAAPra Group IncCOM41,182$84.9 萬<0.1%歷史
MGTXMeiraGTx Holdings plcCOM122,220$82.9 萬<0.1%歷史
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM42,920$79.3 萬<0.1%歷史
RKLBRocket Lab CorpCOM42,022$75.1 萬<0.1%歷史
COURCoursera, Inc.COM111,918$74.5 萬<0.1%歷史
TNDMTandem Diabetes Care IncCOM NEW38,450$73.7 萬<0.1%歷史
ZDZiff Davis, Inc.COM19,575$73.6 萬<0.1%歷史
GPGIGPGI, Inc.COM CL A66,824$72.6 萬<0.1%歷史
ECGEverus Construction Group, Inc.Stock19,308$71.6 萬<0.1%歷史
LSEALandsea Homes CorpCOM103,018$66.1 萬<0.1%歷史
ONTOnterris, Inc.COM44,608$63.6 萬<0.1%歷史
TTSHTile Shop Holdings, Inc.COM98,082$63.6 萬<0.1%歷史
GPKGraphic Packaging Holding CoCOM23,570$61.2 萬<0.1%歷史
PENGPenguin Solutions, Inc.SHS35,047$60.9 萬<0.1%歷史
WisdomTree Tr97717X594ITL HDG QTLY DIV13,885$60.3 萬<0.1%–
AMGAffiliated Managers Group, Inc.Stock3,530$59.3 萬<0.1%歷史
TALTAL Education GroupSPONSORED ADS44,828$59.2 萬<0.1%歷史
FUTUFutu Holdings LtdSPON ADS CL A5,693$58.3 萬<0.1%歷史
UUnity Software Inc.COM29,085$57.0 萬<0.1%歷史
EBFEnnis, Inc.COM28,285$56.8 萬<0.1%歷史
EPCEdgewell Personal Care CoCOM17,986$56.1 萬<0.1%歷史
MTDRMatador Resources CoCOM10,868$55.5 萬<0.1%歷史
RNRRenaissancere Holdings LtdCOM2,164$51.9 萬<0.1%歷史
FRDFriedman Industries IncCOM34,717$51.7 萬<0.1%歷史
OBEObsidian Energy Ltd.COM87,815$51.5 萬<0.1%歷史
KOPKoppers Holdings Inc.COM18,059$50.6 萬<0.1%歷史
EYENational Vision Holdings, Inc.COM36,574$46.7 萬<0.1%歷史
STLAStellantis N.V.SHS41,343$46.3 萬<0.1%歷史
MDBMongoDB, Inc.CL A2,612$45.8 萬<0.1%歷史
VanEck ETF Trust92189F452MORTGAGE REIT40,423$45.2 萬<0.1%–
PHGKoninklijke Philips NVNY REGIS SHS NEW17,644$44.8 萬<0.1%歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR9,380$44.8 萬<0.1%歷史
iShares Tr46438G570TOP 20 U S ETF18,740$44.6 萬<0.1%–
AEOAmerican Eagle Outfitters IncCOM37,901$44.0 萬<0.1%歷史
COLLCollegium Pharmaceutical, IncCOM14,696$43.9 萬<0.1%歷史
ITCIIntra-Cellular Therapies, Inc.COM3,191$42.1 萬<0.1%歷史
SEMSelect Medical Holdings CorpCOM24,919$41.6 萬<0.1%歷史
PLYMPlymouth Industrial REIT, Inc.COM25,025$40.8 萬<0.1%歷史
FLNCFluence Energy, Inc.COM CL A83,161$40.3 萬<0.1%歷史
ODDOddity Tech LtdSHS CL A9,241$40.0 萬<0.1%歷史
BRDGBridge Investment Group Holdings Inc.COM CL A41,795$40.0 萬<0.1%歷史
CRTOCriteo S.A.SPONS ADS11,225$39.7 萬<0.1%歷史
PUBMPubMatic, Inc.COM CL A41,503$37.9 萬<0.1%歷史
OECOrion S.A.COM29,160$37.7 萬<0.1%歷史
PRKSUnited Parks & Resorts Inc.COM8,251$37.5 萬<0.1%歷史
AMNAmn Healthcare Services IncCOM15,145$37.0 萬<0.1%歷史
FXYInvesco CurrencyShares Japanese Yen TrustJAPANESE YEN6,010$37.0 萬<0.1%歷史
CPRICapri Holdings LtdSHS18,545$36.6 萬<0.1%歷史
NOAHNoah Holdings LtdSPON ADS37,426$35.4 萬<0.1%歷史
HAINHain Celestial Group IncCOM84,143$34.9 萬<0.1%歷史
iShares Tr464287127MORNINGSTR US EQ4,465$34.5 萬<0.1%–
SMMTSummit Therapeutics Inc.COM17,610$34.0 萬<0.1%歷史
WALWestern Alliance BancorporationCOM4,380$33.7 萬<0.1%歷史
AMRAlpha Metallurgical Resources, Inc.COM2,690$33.7 萬<0.1%歷史
GTEGran Tierra Energy Inc.COMMON STOCK68,305$33.7 萬<0.1%歷史
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS6,929$32.3 萬<0.1%歷史
TYTRI-CONTINENTAL CorpCOM10,535$32.3 萬<0.1%歷史
New York Life Invts Active E45409F843MACK MU INSD ETF13,384$31.6 萬<0.1%–
Simplify Exchange Traded Fun82889N699MANAGED FUTURES10,632$31.5 萬<0.1%–
EGYVaalco Energy IncCOM NEW83,045$31.2 萬<0.1%歷史
Series Portfolios Tr81752T486PANAGRAM AAA11,966$30.5 萬<0.1%–
BLDQXO Insulation, LLCStock959$29.2 萬<0.1%歷史
DUOLDuolingo, Inc.CL A COM908$28.2 萬<0.1%歷史
Nushares ETF Tr67092P300NUVEEN ESG LRGVL6,878$27.8 萬<0.1%–
BIDUBaidu, Inc.ADR2,974$27.4 萬<0.1%歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM28,168$27.0 萬<0.1%歷史
Kraneshares Tr500767736QUADRTC INT RT14,372$26.8 萬<0.1%–
Nushares ETF Tr67092P201NUVEEN ESG LRGCP3,375$26.4 萬<0.1%–
JOEST JOE CoCOM5,608$26.3 萬<0.1%歷史
First Tr Exchange-Traded FD33733A201DOW 30 EQL WGT7,158$25.9 萬<0.1%–
CSWCCapital Southwest CorpCOM11,603$25.9 萬<0.1%歷史
LBRTLiberty Energy Inc.COM CL A16,127$25.5 萬<0.1%歷史
First Tr Exch Traded FD III33739P830SHRT DUR MNG MUN12,645$25.1 萬<0.1%–
LSCCLattice Semiconductor CorpCOM4,726$24.8 萬<0.1%歷史
REVGREV Group, Inc.COM7,814$24.7 萬<0.1%歷史
VanEck ETF Trust92189H409HIGH YLD MUNIETF4,804$24.6 萬<0.1%–
VanEck ETF Trust92189H805RARE EARTH AND S6,186$24.5 萬<0.1%–