Aevitas Wealth Management, Inc. 13F 持仓 · 最近申报 2022年Q4
Aevitas Wealth Management 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 114 只证券，申报市值合计 1.69 亿美元。前几大持仓：SHY（11.38%）、MSFT（5.12%）、AAPL（4.55%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $19.2M | 11.38% | 236,956 | 新建仓 |
| 2 | MSFT | MICROSOFT CORP | $8.7M | 5.12% | 36,091 | 增持 |
| 3 | AAPL | APPLE INC | $7.7M | 4.55% | 59,147 | 减持 |
| 4 | LDUR | PIMCO ETF TR | $6.3M | 3.73% | 66,835 | 增持 |
| 5 | XOM | EXXON MOBIL CORP | $6.0M | 3.57% | 54,661 | 增持 |
| 6 | PEP | PEPSICO INC | $5.8M | 3.45% | 32,233 | 增持 |
| 7 | JNJ | JOHNSON &JOHNSON | $5.6M | 3.32% | 31,787 | 增持 |
| 8 | VDE | VANGUARD WORLD FDS | $4.6M | 2.71% | 37,796 | 增持 |
| 9 | VTEB | VANGUARD MUN BD FDS | $4.4M | 2.62% | 89,315 | 增持 |
| 10 | BDX | BECTON DICKINSON &CO | $4.1M | 2.43% | 16,149 | 增持 |
| 11 | PANW | PALO ALTO NETWORKS INC | $4.1M | 2.40% | 29,033 | 减持 |
| 12 | VHT | VANGUARD WORLD FDS | $3.6M | 2.15% | 14,664 | 增持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $3.6M | 2.14% | 47,789 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.83% | 10,007 | 减持 |
| 15 | AMZN | AMAZON COM INC | $2.9M | 1.73% | 34,820 | 减持 |
| 16 | IEI | ISHARES TR | $2.9M | 1.71% | 25,132 | 增持 |
| 17 | GOOG | ALPHABET INC | $2.8M | 1.63% | 31,090 | 增持 |
| 18 | ABBV | ABBVIE INC | $2.5M | 1.49% | 15,608 | 增持 |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $2.3M | 1.39% | 15,448 | 增持 |
| 20 | PG | PROCTER AND GAMBLE CO | $2.2M | 1.33% | 14,836 | 增持 |
| 21 | SYK | STRYKER CORPORATION | $2.1M | 1.25% | 8,666 | 增持 |
| 22 | MCD | MCDONALDS CORP | $2.1M | 1.23% | 7,915 | 增持 |
| 23 | KO | COCA COLA CO | $2.1M | 1.21% | 32,234 | 增持 |
| 24 | ACN | ACCENTURE PLC IRELAND | $1.9M | 1.13% | 7,157 | 增持 |
| 25 | VFH | VANGUARD WORLD FDS | $1.9M | 1.12% | 22,856 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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