Bbjs Financial Advisors, LLC 13F 持仓 · 最近申报 2024年Q3
Bbjs Financial Advisors 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 142 只证券，申报市值合计 2.80 亿美元。前几大持仓：TEAM（21.55%）、RSP（9.38%）、VGK（6.13%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TEAM | ATLASSIAN CORPORATION | $60.4M | 21.55% | 380,426 | 持平 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $26.3M | 9.38% | 146,802 | 增持 |
| 3 | VGK | VANGUARD INTL EQUITY INDEX F | $17.2M | 6.13% | 241,926 | 增持 |
| 4 | VBR | VANGUARD INDEX FDS | $16.7M | 5.94% | 82,989 | 增持 |
| 5 | IVW | ISHARES TR | $15.0M | 5.34% | 156,332 | 增持 |
| 6 | VBK | VANGUARD INDEX FDS | $14.3M | 5.11% | 53,596 | 减持 |
| 7 | IEMG | ISHARES INC | $12.4M | 4.43% | 216,188 | 减持 |
| 8 | VPL | VANGUARD INTL EQUITY INDEX F | $11.2M | 3.98% | 142,429 | 增持 |
| 9 | VNQI | VANGUARD INTL EQUITY INDEX F | $8.6M | 3.07% | 183,776 | 减持 |
| 10 | XME | SPDR SER TR | $8.4M | 2.99% | 131,660 | 减持 |
| 11 | SHY | ISHARES TR | $8.2M | 2.92% | 98,570 | 增持 |
| 12 | IVE | ISHARES TR | $7.1M | 2.52% | 35,834 | 增持 |
| 13 | IVV | ISHARES TR | $6.2M | 2.21% | 10,729 | 增持 |
| 14 | VLUE | ISHARES TR | $6.1M | 2.18% | 56,095 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $5.8M | 2.09% | 48,164 | 增持 |
| 16 | EEM | ISHARES TR | $5.7M | 2.05% | 125,207 | 持平 |
| 17 | XBI | SPDR SER TR | $5.1M | 1.83% | 51,839 | 增持 |
| 18 | XLU | SELECT SECTOR SPDR TR | $4.9M | 1.74% | 60,341 | 增持 |
| 19 | XLV | SELECT SECTOR SPDR TR | $4.7M | 1.69% | 30,795 | 增持 |
| 20 | JPIB | J P MORGAN EXCHANGE TRADED F | $4.3M | 1.53% | 88,070 | 增持 |
| 21 | DTCR | GLOBAL X FDS | $4.1M | 1.47% | 233,140 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $3.4M | 1.20% | 7,807 | 增持 |
| 23 | TLT | ISHARES TR | $2.9M | 1.05% | 29,965 | 增持 |
| 24 | BWXT | BWX TECHNOLOGIES INC | $2.8M | 1.01% | 26,052 | 增持 |
| 25 | SRLN | SSGA ACTIVE ETF TR | $2.3M | 0.82% | 55,331 | 新建仓 |
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