Anchor Pointe Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q4
Anchor Pointe Wealth Management 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 7,689.79 万美元。前几大持仓：MGK（9.02%）、MGV（6.23%）、PG（4.49%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | $6.9M | 9.02% | 20,006 | 新建仓 |
| 2 | MGV | VANGUARD WORLD FD | $4.8M | 6.23% | 38,502 | 新建仓 |
| 3 | PG | PROCTER AND GAMBLE CO | $3.5M | 4.49% | 20,651 | 新建仓 |
| 4 | AAPL | APPLE INC | $3.3M | 4.25% | 12,961 | 新建仓 |
| 5 | IVV | ISHARES TR | $3.0M | 3.96% | 5,159 | 新建仓 |
| 6 | IVW | ISHARES TR | $2.4M | 3.11% | 23,334 | 新建仓 |
| 7 | MINT | PIMCO ETF TR | $2.4M | 3.11% | 23,737 | 新建仓 |
| 8 | QUAL | ISHARES TR | $2.0M | 2.63% | 11,315 | 新建仓 |
| 9 | GOVT | ISHARES TR | $2.0M | 2.59% | 88,527 | 新建仓 |
| 10 | VBR | VANGUARD INDEX FDS | $2.0M | 2.58% | 10,029 | 新建仓 |
| 11 | DYNF | BLACKROCK ETF TRUST | $2.0M | 2.57% | 38,446 | 新建仓 |
| 12 | TLT | ISHARES TR | $1.9M | 2.44% | 21,388 | 新建仓 |
| 13 | VOE | VANGUARD INDEX FDS | $1.8M | 2.35% | 11,175 | 新建仓 |
| 14 | VOT | VANGUARD INDEX FDS | $1.7M | 2.23% | 6,730 | 新建仓 |
| 15 | NVDA | NVIDIA CORPORATION | $1.5M | 2.02% | 11,271 | 新建仓 |
| 16 | MSFT | MICROSOFT CORP | $1.5M | 1.98% | 3,592 | 新建仓 |
| 17 | EFV | ISHARES TR | $1.4M | 1.79% | 26,218 | 新建仓 |
| 18 | EFG | ISHARES TR | $1.4M | 1.77% | 14,052 | 新建仓 |
| 19 | VMBS | VANGUARD SCOTTSDALE FDS | $1.3M | 1.66% | 28,155 | 新建仓 |
| 20 | USIG | ISHARES TR | $1.2M | 1.58% | 24,079 | 新建仓 |
| 21 | SPYV | SPDR SER TR | $1.2M | 1.53% | 23,093 | 新建仓 |
| 22 | AMZN | AMAZON COM INC | $1.2M | 1.52% | 5,268 | 新建仓 |
| 23 | IEI | ISHARES TR | $1.1M | 1.39% | 9,270 | 新建仓 |
| 24 | GOOGL | ALPHABET INC | $1.0M | 1.32% | 5,310 | 新建仓 |
| 25 | IGIB | ISHARES TR | $1.0M | 1.31% | 19,570 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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