Axiom Advisory, LLC 13F 持仓 · 最近申报 2024年Q3
Axiom Advisory 在 2024年Q3(报告期截至 2024-09-30)的 SEC 13F 申报中报告了 291 只证券,申报市值合计 107.02 亿美元。前几大持仓:VUG(25.20%)、BND(19.30%)、VOT(6.75%)。本季前 25 大持仓中:增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $2.70B | 25.20% | 7.3M | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $2.07B | 19.30% | 27.9M | 增持 |
| 3 | VOT | VANGUARD INDEX FDS | $722.2M | 6.75% | 3.1M | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $636.2M | 5.95% | 3.8M | 增持 |
| 5 | EFG | ISHARES TR | $562.6M | 5.26% | 5.4M | 增持 |
| 6 | VBK | VANGUARD INDEX FDS | $432.4M | 4.04% | 1.7M | 增持 |
| 7 | VSS | VANGUARD INTL EQUITY INDEX F | $343.4M | 3.21% | 2.8M | 增持 |
| 8 | VTI | VANGUARD INDEX FDS | $297.6M | 2.78% | 1.1M | 增持 |
| 9 | VBR | VANGUARD INDEX FDS | $279.1M | 2.61% | 1.5M | 增持 |
| 10 | VNQ | VANGUARD INDEX FDS | $271.4M | 2.54% | 2.9M | 增持 |
| 11 | GOOG | ALPHABET INC | $229.1M | 2.14% | 1.4M | 增持 |
| 12 | VOE | VANGUARD INDEX FDS | $225.3M | 2.10% | 1.4M | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $207.0M | 1.93% | 1.8M | 增持 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $206.0M | 1.92% | 4.6M | 增持 |
| 15 | COMT | ISHARES U S ETF TR | $145.0M | 1.35% | 5.5M | 增持 |
| 16 | AAPL | APPLE INC | $121.0M | 1.13% | 541,915 | 增持 |
| 17 | VUSB | VANGUARD BD INDEX FDS | $86.7M | 0.81% | 1.7M | 减持 |
| 18 | UBER | UBER TECHNOLOGIES INC | $80.2M | 0.75% | 1.1M | 增持 |
| 19 | QCOM | QUALCOMM INC | $78.7M | 0.74% | 445,536 | 增持 |
| 20 | BSV | VANGUARD BD INDEX FDS | $66.1M | 0.62% | 848,646 | 减持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $49.9M | 0.47% | 984,888 | 减持 |
| 22 | VOO | VANGUARD INDEX FDS | $50.1M | 0.47% | 98,618 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $48.4M | 0.45% | 113,167 | 增持 |
| 24 | VCSH | VANGUARD SCOTTSDALE FDS | $37.5M | 0.35% | 478,467 | 减持 |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $35.9M | 0.34% | 242,784 | 增持 |
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