Ahrens Investment Partners LLC 13F 持仓 · 最近申报 2023年Q1
Ahrens Investment Partners 在 2023年Q1(报告期截至 2023-03-31)的 SEC 13F 申报中报告了 1,015 只证券,申报市值合计 2.02 亿美元。前几大持仓:MOAT(4.79%)、FVD(4.37%)、USMV(3.89%)。本季前 25 大持仓中:增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | $9.6M | 4.79% | 130,665 | 减持 |
| 2 | FVD | FIRST TR VALUE LINE DIVID IN | $8.8M | 4.37% | 219,286 | 减持 |
| 3 | USMV | ISHARES TR | $7.8M | 3.89% | 107,915 | 增持 |
| 4 | AAPL | APPLE INC | $7.4M | 3.65% | 44,647 | 减持 |
| 5 | FDLO | FIDELITY COVINGTON TRUST | $5.8M | 2.87% | 121,834 | 减持 |
| 6 | IHI | ISHARES TR | $5.6M | 2.79% | 104,322 | 减持 |
| 7 | GLD | SPDR GOLD TR | $5.3M | 2.61% | 28,706 | 减持 |
| 8 | TLT | ISHARES TR | $5.2M | 2.60% | 49,223 | 减持 |
| 9 | JOET | VIRTUS ETF TR II | $5.2M | 2.58% | 188,978 | 减持 |
| 10 | XOM | EXXON MOBIL CORP | $5.0M | 2.46% | 45,225 | 减持 |
| 11 | CVX | CHEVRON CORP NEW | $4.3M | 2.12% | 26,245 | 减持 |
| 12 | SPLV | INVESCO EXCH TRADED FD TR II | $3.9M | 1.93% | 62,310 | 减持 |
| 13 | MLPX | GLOBAL X FDS | $3.7M | 1.82% | 91,748 | 减持 |
| 14 | DNP | DNP SELECT INCOME FD INC | $3.6M | 1.80% | 329,290 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $3.1M | 1.53% | 10,700 | 减持 |
| 16 | AMZN | AMAZON COM INC | $2.6M | 1.30% | 25,436 | 减持 |
| 17 | VCLT | VANGUARD SCOTTSDALE FDS | $2.6M | 1.28% | 32,256 | 增持 |
| 18 | AOA | ISHARES TR | $2.5M | 1.26% | 39,823 | 减持 |
| 19 | GVIP | GOLDMAN SACHS ETF TR | $2.5M | 1.26% | 32,878 | 减持 |
| 20 | IAU | ISHARES GOLD TR | $2.4M | 1.20% | 64,797 | 增持 |
| 21 | OUSA | ALPS ETF TR | $2.3M | 1.15% | 55,159 | 减持 |
| 22 | PEY | INVESCO EXCHANGE TRADED FD T | $2.2M | 1.09% | 109,989 | 减持 |
| 23 | ABBV | ABBVIE INC | $2.2M | 1.08% | 13,675 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.08% | 7,041 | 增持 |
| 25 | HD | HOME DEPOT INC | $2.0M | 0.99% | 6,790 | 增持 |
来源:SEC 13F 申报文件 · 截至 2023-03-31
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