Avitas Wealth Management LLC 13F 持仓 · 最近申报 2024年Q4
Avitas Wealth Management 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 190 只证券，申报市值合计 7.23 亿美元。前几大持仓：AAPL（6.24%）、NVDA（6.10%）、MSFT（4.87%）。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 | AAPL | APPLE INC | $45.1M | 6.24% | 180,028 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $44.1M | 6.10% | 328,614 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $35.2M | 4.87% | 83,620 | 减持 |
| 4 | GOOGL | ALPHABET INC | $27.5M | 3.81% | 145,431 | 减持 |
| 5 | AMZN | AMAZON COM INC | $25.1M | 3.47% | 114,337 | 减持 |
| 6 | COST | COSTCO WHSL CORP NEW | $21.8M | 3.02% | 23,801 | 增持 |
| 7 | JPM | JPMORGAN CHASE & CO. | $16.6M | 2.29% | 69,127 | 增持 |
| 8 | TSLA | TESLA INC | $15.4M | 2.13% | 38,170 | 减持 |
| 9 | LLY | ELI LILLY & CO | $15.2M | 2.10% | 19,713 | 增持 |
| 10 | WMT | WALMART INC | $14.9M | 2.06% | 165,088 | 增持 |
| 11 | IVW | ISHARES TR | $14.1M | 1.95% | 139,077 | 减持 |
| 12 | AVGO | BROADCOM INC | $14.0M | 1.93% | 60,267 | 减持 |
| 13 | META | META PLATFORMS INC | $13.7M | 1.89% | 23,395 | 减持 |
| 14 | IVE | ISHARES TR | $12.5M | 1.72% | 65,309 | 增持 |
| 15 | MS | MORGAN STANLEY | $10.0M | 1.38% | 79,237 | 增持 |
| 16 | ETN | EATON CORP PLC | $9.6M | 1.32% | 28,785 | 增持 |
| 17 | XLV | SELECT SECTOR SPDR TR | $9.2M | 1.28% | 67,019 | 增持 |
| 18 | HYG | ISHARES TR | $8.6M | 1.20% | 109,968 | 增持 |
| 19 | AXP | AMERICAN EXPRESS CO | $8.4M | 1.16% | 28,283 | 增持 |
| 20 | UNH | UNITEDHEALTH GROUP INC | $8.3M | 1.14% | 16,358 | 减持 |
| 21 | AMAT | APPLIED MATLS INC | $8.2M | 1.13% | 50,238 | 增持 |
| 22 | ANGL | VANECK ETF TRUST | $8.1M | 1.12% | 282,562 | 增持 |
| 23 | TLT | ISHARES TR | $7.7M | 1.07% | 88,639 | 增持 |
| 24 | PWR | QUANTA SVCS INC | $6.6M | 0.91% | 20,902 | 减持 |
| 25 | MA | MASTERCARD INCORPORATED | $6.3M | 0.87% | 11,911 | 减持 |
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