Appleton Group, LLC 13F 持仓 · 最近申报 2023年Q3
Appleton Group 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 2,863.43 万美元。前几大持仓：SCHD（54.37%）、SCHZ（6.76%）、IJH（3.69%）。本季前 25 大持仓中：新建仓 8 只、增持 5 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $15.6M | 54.37% | 220,012 | 增持 |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $1.9M | 6.76% | 43,740 | 减持 |
| 3 | IJH | ISHARES TR | $1.1M | 3.69% | 4,234 | 减持 |
| 4 | IWD | ISHARES TR | $972,711 | 3.40% | 6,407 | 增持 |
| 5 | SPY | SPDR S&P 500 ETF TR | $966,960 | 3.38% | 2,262 | 增持 |
| 6 | SCHG | SCHWAB STRATEGIC TR | $842,389 | 2.94% | 11,584 | 减持 |
| 7 | IWN | ISHARES TR | $655,927 | 2.29% | 4,839 | 增持 |
| 8 | SCHA | SCHWAB STRATEGIC TR | $598,395 | 2.09% | 14,447 | 减持 |
| 9 | SDS | PROSHARES TR | $474,044 | 1.66% | 12,774 | 新建仓 |
| 10 | MPC | MARATHON PETE CORP | $454,020 | 1.59% | 3,000 | 持平 |
| 11 | ETN | EATON CORP PLC | $388,597 | 1.36% | 1,822 | 减持 |
| 12 | TWM | PROSHARES TR | $388,924 | 1.36% | 24,915 | 新建仓 |
| 13 | META | META PLATFORMS INC | $359,052 | 1.25% | 1,196 | 减持 |
| 14 | HQY | HEALTHEQUITY INC | $356,338 | 1.24% | 4,878 | 持平 |
| 15 | TJX | TJX COS INC NEW | $356,143 | 1.24% | 4,007 | 持平 |
| 16 | SPLK | SPLUNK INC | $330,964 | 1.16% | 2,263 | 新建仓 |
| 17 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $295,852 | 1.03% | 4,486 | 持平 |
| 18 | DSI | ISHARES TR | $285,831 | 1.00% | 3,511 | 持平 |
| 19 | OLED | UNIVERSAL DISPLAY CORP | $285,094 | 1.00% | 1,816 | 新建仓 |
| 20 | WLY | WILEY JOHN & SONS INC | $281,266 | 0.98% | 7,567 | 新建仓 |
| 21 | GRMN | GARMIN LTD | $272,363 | 0.95% | 2,589 | 减持 |
| 22 | CVS | CVS HEALTH CORP | $270,553 | 0.94% | 3,875 | 增持 |
| 23 | SCSC | SCANSOURCE INC | $266,365 | 0.93% | 8,788 | 新建仓 |
| 24 | PATH | UIPATH INC | $252,168 | 0.88% | 14,738 | 新建仓 |
| 25 | SO | SOUTHERN CO | $252,667 | 0.88% | 3,904 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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