Barber Financial Group, Inc. 13F 持仓 · 最近申报 2023年Q1
Barber Financial Group 在 2023年Q1(报告期截至 2023-03-31)的 SEC 13F 申报中报告了 148 只证券,申报市值合计 5.67 亿美元。前几大持仓:STIP(21.01%)、QQQ(12.84%)、SPY(10.00%)。本季前 25 大持仓中:新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | STIP | ISHARES TR | $119.2M | 21.01% | 1.2M | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $72.8M | 12.84% | 226,991 | 增持 |
| 3 | SPY | SPDR S&P 500 ETF TR | $56.8M | 10.00% | 138,628 | 增持 |
| 4 | IVW | ISHARES TR | $56.3M | 9.92% | 881,122 | 新建仓 |
| 5 | SPTM | SPDR SER TR | $31.9M | 5.62% | 632,373 | 减持 |
| 6 | VOO | VANGUARD INDEX FDS | $17.0M | 3.00% | 45,318 | 增持 |
| 7 | DIVO | AMPLIFY ETF TR | $15.5M | 2.73% | 436,587 | 增持 |
| 8 | COWZ | PACER FDS TR | $14.7M | 2.59% | 313,222 | 增持 |
| 9 | AVUV | AMERICAN CENTY ETF TR | $13.3M | 2.34% | 178,944 | 增持 |
| 10 | AGZD | WISDOMTREE TR | $13.0M | 2.28% | 297,579 | 增持 |
| 11 | AAPL | APPLE INC | $7.0M | 1.23% | 42,439 | 减持 |
| 12 | FSK | FS KKR CAP CORP | $6.8M | 1.20% | 368,989 | 增持 |
| 13 | BND | VANGUARD BD INDEX FDS | $6.6M | 1.17% | 89,938 | 减持 |
| 14 | BUL | PACER FDS TR | $6.6M | 1.15% | 189,143 | 增持 |
| 15 | USRT | ISHARES TR | $6.1M | 1.07% | 121,034 | 减持 |
| 16 | PG | PROCTER AND GAMBLE CO | $6.0M | 1.06% | 40,383 | 增持 |
| 17 | SPYV | SPDR SER TR | $5.7M | 1.01% | 141,049 | 减持 |
| 18 | SPTS | SPDR SER TR | $5.1M | 0.89% | 173,440 | 增持 |
| 19 | JMST | J P MORGAN EXCHANGE TRADED F | $4.7M | 0.83% | 93,253 | 增持 |
| 20 | OUNZ | VANECK MERK GOLD TR | $4.6M | 0.81% | 239,972 | 增持 |
| 21 | USMV | ISHARES TR | $4.1M | 0.73% | 56,814 | 减持 |
| 22 | IOO | ISHARES TR | $3.9M | 0.70% | 56,308 | 减持 |
| 23 | DIA | SPDR DOW JONES INDL AVERAGE | $3.1M | 0.54% | 9,220 | 增持 |
| 24 | EFA | ISHARES TR | $3.0M | 0.54% | 42,614 | 新建仓 |
| 25 | IVE | ISHARES TR | $3.0M | 0.53% | 19,686 | 增持 |
来源:SEC 13F 申报文件 · 截至 2023-03-31
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