9258 Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q3
9258 Wealth Management 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 356 只证券，申报市值合计 6.77 亿美元。前几大持仓：NVDA（7.57%）、SPYG（3.68%）、AAPL（3.62%）。本季前 25 大持仓中：增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | $51.2M | 7.57% | 421,697 | 增持 |
| 2 | SPYG | SPDR Portfolio S&P 500 Growth ETF | $24.9M | 3.68% | 300,388 | 减持 |
| 3 | AAPL | Apple Inc | $24.5M | 3.62% | 105,163 | 减持 |
| 4 | IWY | iShares Russell Top 200 Growth ETF | $22.9M | 3.38% | 103,916 | 减持 |
| 5 | PG | Procter & Gamble Co | $20.9M | 3.09% | 120,638 | 减持 |
| 6 | MSFT | Microsoft Corp | $19.6M | 2.90% | 45,630 | 增持 |
| 7 | DGRO | iShares Core Dividend Growth ETF | $18.5M | 2.74% | 295,216 | 减持 |
| 8 | SPYM | SPDR Portfolio S&P 500 ETF | $16.1M | 2.37% | 237,883 | 减持 |
| 9 | IWX | iShares Russell Top 200 Value ETF | $15.8M | 2.33% | 194,222 | 减持 |
| 10 | ORCL | Oracle Corp | $14.6M | 2.16% | 85,698 | 减持 |
| 11 | AGG | iShares Core US Aggregate Bond ETF | $13.5M | 1.99% | 133,014 | 减持 |
| 12 | VXUS | Vanguard Total International Stock ETF | $13.4M | 1.98% | 206,985 | 减持 |
| 13 | IUSB | iShares Core Total USD Bond Market ETF | $12.8M | 1.89% | 271,685 | 减持 |
| 14 | MGV | Vanguard Mega Cap Value ETF | $12.7M | 1.88% | 99,318 | 减持 |
| 15 | CINF | Cincinnati Financial Corp | $11.2M | 1.66% | 82,498 | 减持 |
| 16 | IEF | iShares 7-10 Year Treasury Bond ETF | $9.4M | 1.40% | 96,253 | 减持 |
| 17 | IWR | iShares Russell Mid-Cap ETF | $8.8M | 1.30% | 99,797 | 减持 |
| 18 | UPS | United Parcel Service Inc Class B | $8.4M | 1.24% | 61,330 | 减持 |
| 19 | IVV | iShares Core S&P 500 ETF | $8.3M | 1.22% | 14,353 | 减持 |
| 20 | AVGO | Broadcom Inc | $6.7M | 0.99% | 38,962 | 增持 |
| 21 | MGK | Vanguard Mega Cap Growth ETF | $6.6M | 0.97% | 20,358 | 增持 |
| 22 | HD | The Home Depot Inc | $6.3M | 0.93% | 15,473 | 增持 |
| 23 | VTWO | Vanguard Russell 2000 ETF | $6.3M | 0.93% | 70,727 | 减持 |
| 24 | JPM | JPMorgan Chase & Co | $6.2M | 0.91% | 29,310 | 减持 |
| 25 | AMZN | Amazon.com Inc | $5.9M | 0.87% | 31,578 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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