Americafirst Capital Management, LLC 13F 持仓 · 最近申报 2017年Q3
Americafirst Capital Management 在 2017年Q3（报告期截至 2017-09-30）的 SEC 13F 申报中报告了 164 只证券，申报市值合计 7,403.10 万美元。前几大持仓：SYY（2.35%）、ANGL（1.80%）。本季前 25 大持仓中：新建仓 16 只、增持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SYY | Sysco Corp. | $1.7M | 2.35% | 32,225 | 增持 |
| 2 | ANGL | VanEck Vectors Fallen Angel Hi | $1.3M | 1.80% | 43,987 | 新建仓 |
| 3 | US Treasury Bond | $1.3M | 1.70% | 905,000 | 增持 | |
| 4 | EIX | Edison International | $1.2M | 1.60% | 15,357 | 增持 |
| 5 | EXC | Exelon Corporation | $1.0M | 1.37% | 26,966 | 新建仓 |
| 6 | US Treasury Bond | $1.0M | 1.36% | 770,000 | 持平 | |
| 7 | United States Treasury Note/Bond | $993,945 | 1.34% | 1.0M | 持平 | |
| 8 | US Treasury Bond | $986,328 | 1.33% | 1.0M | 持平 | |
| 9 | United Sates Treasury Bond | $980,681 | 1.32% | 730,000 | 持平 | |
| 10 | TMO | Thermo Fisher Scientific Inc. | $875,807 | 1.18% | 4,629 | 新建仓 |
| 11 | BIIB | Biogen Inc. | $825,384 | 1.11% | 2,636 | 新建仓 |
| 12 | BRSL | International Game Technology PLC | $822,425 | 1.11% | 33,500 | 新建仓 |
| 13 | XEL | Xcel Energy Inc. | $824,977 | 1.11% | 17,434 | 新建仓 |
| 14 | SRE | Sempra Energy | $816,144 | 1.10% | 7,151 | 增持 |
| 15 | PG | Procter & Gamble Company | $795,711 | 1.07% | 8,746 | 增持 |
| 16 | PPL | PPL Corporation | $793,990 | 1.07% | 20,922 | 新建仓 |
| 17 | A | Agilent Technologies Inc. | $743,436 | 1.00% | 11,580 | 新建仓 |
| 18 | SID | Companhia Siderurgica Nacional | $721,944 | 0.98% | 243,900 | 新建仓 |
| 19 | BAX | Baxter International Inc. | $709,828 | 0.96% | 11,312 | 新建仓 |
| 20 | BMRN | Biomarin Pharmaceutical Inc. | $702,492 | 0.95% | 7,548 | 新建仓 |
| 21 | REGN | Regeneron Pharmaceuticals, Inc. | $699,743 | 0.95% | 1,565 | 新建仓 |
| 22 | STZ | Constellation Brands, Inc. | $705,654 | 0.95% | 3,538 | 新建仓 |
| 23 | DHR | Danaher Corporation | $697,048 | 0.94% | 8,126 | 新建仓 |
| 24 | HSY | The Hershey Company | $697,815 | 0.94% | 6,392 | 新建仓 |
| 25 | BDX | Becton, Dickinson and Company | $689,744 | 0.93% | 3,520 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2017-09-30
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