Allegiant Private Advisors, LLC 13F 持仓 · 最近申报 2021年Q2
Allegiant Private Advisors 在 2021年Q2（报告期截至 2021-06-30）的 SEC 13F 申报中报告了 164 只证券，申报市值合计 6.18 亿美元。前几大持仓：IVW（9.70%）、VEA（7.88%）、IVE（4.61%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $60.0M | 9.70% | 824,590 | 减持 |
| 2 | VEA | VANGUARD TAX-MANAGED INTL FD | $48.7M | 7.88% | 944,950 | 增持 |
| 3 | IVE | ISHARES TR | $28.5M | 4.61% | 193,106 | 减持 |
| 4 | IJH | ISHARES TR | $28.3M | 4.58% | 105,447 | 减持 |
| 5 | PFFD | GLOBAL X FDS | $24.0M | 3.88% | 917,374 | 增持 |
| 6 | BIV | VANGUARD BD INDEX FDS | $23.9M | 3.87% | 266,034 | 增持 |
| 7 | AAPL | APPLE INC | $21.8M | 3.53% | 159,439 | 减持 |
| 8 | VWOB | VANGUARD WHITEHALL FDS | $15.5M | 2.51% | 194,200 | 增持 |
| 9 | IEFA | ISHARES TR | $15.2M | 2.46% | 202,763 | 减持 |
| 10 | IJR | ISHARES TR | $14.5M | 2.34% | 128,243 | 减持 |
| 11 | PFF | ISHARES TR | $13.6M | 2.21% | 346,998 | 减持 |
| 12 | VTI | VANGUARD INDEX FDS | $12.1M | 1.95% | 54,107 | 减持 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $11.0M | 1.77% | 201,733 | 增持 |
| 14 | VTEB | VANGUARD MUN BD FDS | $10.3M | 1.67% | 186,605 | 增持 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $9.9M | 1.60% | 119,429 | 增持 |
| 16 | IQLT | ISHARES TR | $9.4M | 1.52% | 243,190 | 增持 |
| 17 | JPM | JPMORGAN CHASE & CO | $9.1M | 1.48% | 58,625 | 增持 |
| 18 | GSLC | GOLDMAN SACHS ETF TR | $9.1M | 1.47% | 105,661 | 增持 |
| 19 | IMTM | ISHARES TR | $9.1M | 1.47% | 234,855 | 增持 |
| 20 | SHYG | ISHARES TR | $8.8M | 1.43% | 191,797 | 增持 |
| 21 | HYMB | SPDR SER TR | $7.5M | 1.21% | 123,059 | 增持 |
| 22 | IGV | ISHARES TR | $7.5M | 1.21% | 19,200 | 增持 |
| 23 | UPS | UNITED PARCEL SERVICE INC | $7.2M | 1.16% | 34,589 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $7.1M | 1.15% | 26,166 | 增持 |
| 25 | NVS | NOVARTIS AG | $7.0M | 1.13% | 76,675 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-06-30
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