Advisor Group, Inc. 13F 持仓 · 最近申报 2019年Q4
Advisor Group 在 2019年Q4(报告期截至 2019-12-31)的 SEC 13F 申报中报告了 5,317 只证券,申报市值合计 144.56 亿美元。前几大持仓:IVV(4.37%)、VOO(2.65%)、USMV(2.03%)。本季前 25 大持仓中:增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $631.8M | 4.37% | 2.0M | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $383.4M | 2.65% | 1.3M | 增持 |
| 3 | USMV | ISHARES TR | $294.0M | 2.03% | 4.5M | 减持 |
| 4 | AAPL | APPLE INC | $275.4M | 1.90% | 937,170 | 减持 |
| 5 | VEA | VANGUARD TAX MANAGED INTL FD | $251.9M | 1.74% | 5.7M | 减持 |
| 6 | VTI | VANGUARD INDEX FDS | $229.7M | 1.59% | 1.4M | 减持 |
| 7 | IEFA | ISHARES TR | $213.7M | 1.48% | 3.3M | 增持 |
| 8 | SPYV | SPDR SERIES TRUST | $189.6M | 1.31% | 5.4M | 增持 |
| 9 | IVW | ISHARES TR | $173.0M | 1.20% | 892,702 | 减持 |
| 10 | QQQ | INVESCO QQQ TR | $174.0M | 1.20% | 818,395 | 减持 |
| 11 | SPY | SPDR S&P 500 ETF TR | $167.5M | 1.16% | 520,336 | 减持 |
| 12 | GOVT | ISHARES TR | $165.9M | 1.15% | 6.4M | 增持 |
| 13 | VTV | VANGUARD INDEX FDS | $164.6M | 1.14% | 1.4M | 增持 |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $160.4M | 1.11% | 2.8M | 减持 |
| 15 | QUAL | ISHARES TR | $158.7M | 1.10% | 1.6M | 增持 |
| 16 | AGG | ISHARES TR | $157.0M | 1.09% | 1.4M | 增持 |
| 17 | BSV | VANGUARD BD INDEX FD INC | $141.4M | 0.98% | 1.8M | 增持 |
| 18 | IVE | ISHARES TR | $134.6M | 0.93% | 1.0M | 减持 |
| 19 | IEMG | ISHARES INC | $125.8M | 0.87% | 2.3M | 增持 |
| 20 | BND | VANGUARD BD INDEX FD INC | $124.3M | 0.86% | 1.5M | 减持 |
| 21 | AMZN | AMAZON COM INC | $122.5M | 0.85% | 66,267 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $121.4M | 0.84% | 769,356 | 增持 |
| 23 | IJH | ISHARES TR | $117.0M | 0.81% | 567,675 | 减持 |
| 24 | ITOT | ISHARES TR | $112.3M | 0.78% | 1.5M | 减持 |
| 25 | VUG | VANGUARD INDEX FDS | $110.6M | 0.76% | 605,661 | 减持 |
来源:SEC 13F 申报文件 · 截至 2019-12-31
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