Barrington Strategic Wealth Management Group LLC 13F 持仓 · 最近申报 2017年Q3
Barrington Strategic Wealth Management Group 在 2017年Q3(报告期截至 2017-09-30)的 SEC 13F 申报中报告了 105 只证券,申报市值合计 1.98 亿美元。前几大持仓:SPY(9.04%)、BSV(7.83%)、IEF(4.47%)。本季前 25 大持仓中:增持 6 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $17.9M | 9.04% | 71,360 | 减持 |
| 2 | BSV | VANGUARD BD INDEX FD INC | $15.5M | 7.83% | 194,480 | 增持 |
| 3 | IEF | ISHARES TR | $8.9M | 4.47% | 83,193 | 增持 |
| 4 | SHY | ISHARES TR | $8.0M | 4.03% | 94,740 | 减持 |
| 5 | TIP | ISHARES TR | $7.3M | 3.67% | 64,140 | 增持 |
| 6 | HEFA | ISHARES TR | $6.3M | 3.18% | 218,057 | 增持 |
| 7 | IEI | ISHARES TR | $6.1M | 3.09% | 49,666 | 增持 |
| 8 | SH | PROSHARES TR | $5.8M | 2.91% | 179,259 | 增持 |
| 9 | MDY | SPDR S&P MIDCAP 400 ETF TR | $5.7M | 2.90% | 17,597 | 减持 |
| 10 | AAPL | APPLE INC | $5.1M | 2.56% | 32,907 | 减持 |
| 11 | VYM | VANGUARD WHITEHALL FDS INC | $4.8M | 2.44% | 59,773 | 减持 |
| 12 | JPM | JPMORGAN CHASE & CO | $3.8M | 1.91% | 39,554 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $3.3M | 1.69% | 44,917 | 减持 |
| 14 | TBF | PROSHARES TR | $3.3M | 1.65% | 146,202 | 减持 |
| 15 | ACWI | ISHARES TR | $3.0M | 1.52% | 43,888 | 减持 |
| 16 | NEE | NEXTERA ENERGY INC | $2.5M | 1.29% | 17,392 | 减持 |
| 17 | DIS | DISNEY WALT CO | $2.5M | 1.25% | 25,157 | 减持 |
| 18 | MA | MASTERCARD INCORPORATED | $2.3M | 1.16% | 16,338 | 减持 |
| 19 | GE | GENERAL ELECTRIC CO | $2.2M | 1.12% | 91,480 | 减持 |
| 20 | HD | HOME DEPOT INC | $2.2M | 1.10% | 13,294 | 减持 |
| 21 | HUM | HUMANA INC | $2.2M | 1.09% | 8,853 | 减持 |
| 22 | WFC | WELLS FARGO CO NEW | $2.2M | 1.09% | 39,053 | 减持 |
| 23 | BNY | BANK NEW YORK MELLON CORP | $2.1M | 1.07% | 39,973 | 减持 |
| 24 | TLT | ISHARES TR | $2.1M | 1.04% | 16,553 | 减持 |
| 25 | VOD | VODAFONE GROUP PLC NEW | $2.0M | 1.01% | 70,667 | 减持 |
来源:SEC 13F 申报文件 · 截至 2017-09-30
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