Arbor Wealth Management, LLC 13F 持仓 · 最近申报 2021年Q4
Arbor Wealth Management 在 2021年Q4（报告期截至 2021-12-31）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 4.56 亿美元。前几大持仓：BRKB（21.50%）、GOOGL（9.95%）、CHTR（9.67%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $98.1M | 21.50% | 327,940 | 增持 |
| 2 | GOOGL | ALPHABET INC | $45.4M | 9.95% | 15,664 | 增持 |
| 3 | CHTR | CHARTER COMMUNICATIONS INC N | $44.1M | 9.67% | 67,672 | 增持 |
| 4 | KKR | KKR & CO INC | $40.2M | 8.81% | 539,316 | 减持 |
| 5 | AMZN | AMAZON COM INC | $35.5M | 7.78% | 10,650 | 增持 |
| 6 | DG | DOLLAR GEN CORP NEW | $16.9M | 3.71% | 71,782 | 增持 |
| 7 | UNH | UNITEDHEALTH GROUP INC | $16.6M | 3.65% | 33,132 | 减持 |
| 8 | AAPL | APPLE INC | $16.0M | 3.50% | 89,900 | 增持 |
| 9 | META | META PLATFORMS INC | $13.7M | 3.00% | 40,735 | 增持 |
| 10 | DIS | DISNEY WALT CO | $13.2M | 2.89% | 85,143 | 增持 |
| 11 | SO | SOUTHERN CO | $12.5M | 2.75% | 182,665 | 增持 |
| 12 | CMCSA | COMCAST CORP NEW | $12.0M | 2.62% | 237,450 | 增持 |
| 13 | DUK | DUKE ENERGY CORP NEW | $10.9M | 2.40% | 104,253 | 增持 |
| 14 | BN | BROOKFIELD ASSET MGMT INC | $10.5M | 2.29% | 173,274 | 增持 |
| 15 | ELV | ANTHEM INC | $9.6M | 2.11% | 20,769 | 增持 |
| 16 | SBUX | STARBUCKS CORP | $7.8M | 1.71% | 66,717 | 增持 |
| 17 | TWTR | TWITTER INC | $7.8M | 1.71% | 180,495 | 减持 |
| 18 | MA | MASTERCARD INCORPORATED | $5.3M | 1.16% | 14,769 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $4.3M | 0.94% | 12,699 | 减持 |
| 20 | MCD | MCDONALDS CORP | $4.1M | 0.90% | 15,371 | 增持 |
| 21 | MINT | PIMCO ETF TR | $3.7M | 0.82% | 36,691 | 减持 |
| 22 | TSLA | TESLA INC | $3.0M | 0.67% | 2,885 | 增持 |
| 23 | GWRE | GUIDEWIRE SOFTWARE INC | $2.4M | 0.52% | 20,836 | 增持 |
| 24 | NEE | NEXTERA ENERGY INC | $2.2M | 0.48% | 23,559 | 增持 |
| 25 | SYK | STRYKER CORPORATION | $1.9M | 0.42% | 7,142 | 持平 |
来源：SEC 13F 申报文件 · 截至 2021-12-31
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