Alterity Financial Group, LLC 13F 持仓 · 最近申报 2023年Q4
Alterity Financial Group 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 6,991.81 万美元。前几大持仓：AAPL（12.65%）、NVDA（5.90%）、GOOGL（5.85%）。本季前 25 大持仓中：增持 2 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.8M | 12.65% | 45,937 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $4.1M | 5.90% | 8,333 | 减持 |
| 3 | GOOGL | ALPHABET INC | $4.1M | 5.85% | 29,290 | 减持 |
| 4 | AVGO | BROADCOM INC | $3.5M | 5.06% | 3,169 | 减持 |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | $2.4M | 3.44% | 4,531 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $2.3M | 3.28% | 6,097 | 减持 |
| 7 | HON | HONEYWELL INTL INC | $2.1M | 3.06% | 10,189 | 减持 |
| 8 | AMZN | AMAZON COM INC | $2.1M | 2.98% | 13,692 | 减持 |
| 9 | COST | COSTCO WHSL CORP NEW | $2.0M | 2.84% | 3,004 | 减持 |
| 10 | V | VISA INC | $1.9M | 2.78% | 7,475 | 减持 |
| 11 | JPM | JPMORGAN CHASE & CO | $1.6M | 2.31% | 9,499 | 减持 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $1.3M | 1.86% | 8,840 | 减持 |
| 13 | LMT | LOCKHEED MARTIN CORP | $1.2M | 1.78% | 2,747 | 减持 |
| 14 | IBM | INTERNATIONAL BUSINESS MACHS | $1.2M | 1.75% | 7,500 | 持平 |
| 15 | XOM | EXXON MOBIL CORP | $1.2M | 1.75% | 12,266 | 减持 |
| 16 | XLE | SELECT SECTOR SPDR TR | $1.2M | 1.68% | 13,972 | 增持 |
| 17 | RTX | RTX CORPORATION | $1.2M | 1.66% | 13,799 | 增持 |
| 18 | JNJ | JOHNSON & JOHNSON | $1.2M | 1.65% | 7,378 | 减持 |
| 19 | CRM | SALESFORCE INC | $1.1M | 1.60% | 4,245 | 减持 |
| 20 | PEP | PEPSICO INC | $1.1M | 1.57% | 6,475 | 持平 |
| 21 | TSLA | TESLA INC | $980,254 | 1.40% | 3,945 | 减持 |
| 22 | BX | BLACKSTONE INC | $940,554 | 1.35% | 7,184 | 减持 |
| 23 | SCHG | SCHWAB STRATEGIC TR | $872,557 | 1.25% | 10,518 | 减持 |
| 24 | HD | HOME DEPOT INC | $852,434 | 1.22% | 2,460 | 减持 |
| 25 | BMY | BRISTOL-MYERS SQUIBB CO | $826,391 | 1.18% | 16,106 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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