Argent Wealth Management LLC 13F 持仓 · 最近申报 2020年Q2
Argent Wealth Management 在 2020年Q2(报告期截至 2020-06-30)的 SEC 13F 申报中报告了 170 只证券,申报市值合计 6.02 亿美元。前几大持仓:TTGT(12.28%)、DGRO(9.21%)、IBDN(5.51%)。本季前 25 大持仓中:增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TTGT | TECHTARGET INC | $73.9M | 12.28% | 1.9M | 减持 |
| 2 | DGRO | ISHARES TR | $55.4M | 9.21% | 1.4M | 增持 |
| 3 | IBDN | ISHARES TR | $33.2M | 5.51% | 1.3M | 增持 |
| 4 | IBDM | ISHARES TR | $23.8M | 3.95% | 948,094 | 增持 |
| 5 | SLQD | ISHARES TR | $22.1M | 3.67% | 423,588 | 增持 |
| 6 | SCHF | SCHWAB STRATEGIC TR | $18.0M | 2.99% | 561,782 | 减持 |
| 7 | IBDL | ISHARES TR | $16.9M | 2.80% | 667,546 | 减持 |
| 8 | AAPL | APPLE INC | $14.9M | 2.48% | 32,466 | 减持 |
| 9 | IBDO | ISHARES TR | $14.1M | 2.34% | 538,332 | 增持 |
| 10 | QUAL | ISHARES TR | $14.0M | 2.32% | 134,191 | 增持 |
| 11 | IVV | ISHARES TR | $13.0M | 2.15% | 38,328 | 减持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $12.5M | 2.08% | 111,068 | 减持 |
| 13 | IEFA | ISHARES TR | $12.1M | 2.02% | 197,621 | 减持 |
| 14 | IWF | ISHARES TR | $12.0M | 1.99% | 56,356 | 减持 |
| 15 | FLOT | ISHARES TR | $11.9M | 1.98% | 235,773 | 增持 |
| 16 | IVW | ISHARES TR | $11.6M | 1.94% | 50,842 | 增持 |
| 17 | SCHV | SCHWAB STRATEGIC TR | $9.6M | 1.59% | 178,299 | 减持 |
| 18 | IVE | ISHARES TR | $8.9M | 1.48% | 76,621 | 减持 |
| 19 | MUB | ISHARES TR | $8.3M | 1.37% | 70,583 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $6.9M | 1.15% | 33,054 | 增持 |
| 21 | SCHZ | SCHWAB STRATEGIC TR | $6.9M | 1.14% | 122,084 | 增持 |
| 22 | SCHE | SCHWAB STRATEGIC TR | $6.8M | 1.13% | 255,048 | 减持 |
| 23 | MDYV | SPDR SER TR | $6.4M | 1.07% | 138,207 | 增持 |
| 24 | MDYG | SPDR SER TR | $6.3M | 1.05% | 106,787 | 增持 |
| 25 | AGG | ISHARES TR | $6.0M | 1.00% | 50,663 | 减持 |
来源:SEC 13F 申报文件 · 截至 2020-06-30
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