Aspire Wealth Management Corp 13F 持仓 · 最近申报 2024年Q3
Aspire Wealth Management 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 196 只证券，申报市值合计 1.86 亿美元。前几大持仓：XMMO（6.83%）、IWY（6.01%）、FNDF（5.85%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XMMO | INVESCO EXCHANGE TRADED FD T | $12.7M | 6.83% | 105,435 | 增持 |
| 2 | IWY | ISHARES TR | $11.2M | 6.01% | 50,736 | 增持 |
| 3 | FNDF | SCHWAB STRATEGIC TR | $10.9M | 5.85% | 290,875 | 增持 |
| 4 | COWZ | PACER FDS TR | $10.3M | 5.54% | 177,977 | 增持 |
| 5 | FNDX | SCHWAB STRATEGIC TR | $10.2M | 5.51% | 142,682 | 增持 |
| 6 | MOAT | VANECK ETF TRUST | $9.5M | 5.09% | 97,632 | 减持 |
| 7 | ILCG | ISHARES TR | $8.3M | 4.47% | 98,778 | 增持 |
| 8 | XSVM | INVESCO EXCHANGE TRADED FD T | $6.9M | 3.71% | 125,454 | 增持 |
| 9 | HFXI | NEW YORK LIFE INVESTMENTS ET | $6.2M | 3.34% | 224,755 | 增持 |
| 10 | IHDG | WISDOMTREE TR | $5.9M | 3.20% | 130,045 | 减持 |
| 11 | DGRO | ISHARES TR | $5.8M | 3.12% | 92,470 | 减持 |
| 12 | VBR | VANGUARD INDEX FDS | $5.5M | 2.96% | 27,398 | 增持 |
| 13 | AAPL | APPLE INC | $4.5M | 2.42% | 19,317 | 减持 |
| 14 | SPYM | SPDR SER TR | $4.0M | 2.13% | 58,744 | 减持 |
| 15 | ICVT | ISHARES TR | $3.0M | 1.61% | 35,808 | 减持 |
| 16 | VOO | VANGUARD INDEX FDS | $2.6M | 1.38% | 4,859 | 减持 |
| 17 | SCHD | SCHWAB STRATEGIC TR | $2.5M | 1.36% | 29,945 | 减持 |
| 18 | XSMO | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.25% | 35,094 | 增持 |
| 19 | MGC | VANGUARD WORLD FD | $2.2M | 1.21% | 10,865 | 减持 |
| 20 | XLG | INVESCO EXCHANGE TRADED FD T | $1.9M | 1.04% | 40,682 | 减持 |
| 21 | VOT | VANGUARD INDEX FDS | $1.8M | 0.97% | 7,397 | 减持 |
| 22 | QUAL | ISHARES TR | $1.8M | 0.95% | 9,845 | 增持 |
| 23 | UITB | VICTORY PORTFOLIOS II | $1.7M | 0.94% | 36,349 | 增持 |
| 24 | IVW | ISHARES TR | $1.6M | 0.87% | 16,882 | 减持 |
| 25 | FNDE | SCHWAB STRATEGIC TR | $1.6M | 0.84% | 48,290 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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