BDO Wealth Advisors, LLC 13F 持仓 · 最近申报 2023年Q2
BDO Wealth Advisors 在 2023年Q2(报告期截至 2023-06-30)的 SEC 13F 申报中报告了 978 只证券,申报市值合计 8.72 亿美元。前几大持仓:IEFA(6.64%)、RSP(5.20%)、EFA(4.57%)。本季前 25 大持仓中:增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $57.9M | 6.64% | 858,103 | 减持 |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $45.3M | 5.20% | 303,014 | 减持 |
| 3 | EFA | ISHARES TR | $39.8M | 4.57% | 549,553 | 减持 |
| 4 | IJH | ISHARES TR | $36.0M | 4.13% | 137,726 | 增持 |
| 5 | IVV | ISHARES TR | $32.1M | 3.68% | 72,015 | 增持 |
| 6 | IEMG | ISHARES INC | $28.7M | 3.29% | 582,280 | 减持 |
| 7 | AAPL | APPLE INC | $27.1M | 3.10% | 139,458 | 增持 |
| 8 | MINT | PIMCO ETF TR | $26.8M | 3.07% | 268,346 | 增持 |
| 9 | VCSH | VANGUARD SCOTTSDALE FDS | $24.1M | 2.76% | 318,606 | 减持 |
| 10 | MDY | SPDR S&P MIDCAP 400 ETF TR | $16.4M | 1.89% | 34,320 | 减持 |
| 11 | BAC | BANK AMERICA CORP | $15.8M | 1.81% | 549,985 | 增持 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $15.5M | 1.77% | 380,344 | 减持 |
| 13 | IXUS | ISHARES TR | $14.7M | 1.69% | 235,049 | 增持 |
| 14 | EMXC | ISHARES INC | $14.2M | 1.62% | 272,260 | 增持 |
| 15 | IVE | ISHARES TR | $13.7M | 1.57% | 85,129 | 减持 |
| 16 | MSFT | MICROSOFT CORP | $12.7M | 1.45% | 37,216 | 增持 |
| 17 | SPY | SPDR S&P 500 ETF TR | $10.9M | 1.25% | 24,683 | 减持 |
| 18 | EEM | ISHARES TR | $10.8M | 1.24% | 273,414 | 减持 |
| 19 | IVW | ISHARES TR | $10.2M | 1.17% | 144,827 | 减持 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $8.8M | 1.01% | 189,831 | 减持 |
| 21 | ITOT | ISHARES TR | $8.4M | 0.96% | 85,907 | 增持 |
| 22 | BSV | VANGUARD BD INDEX FDS | $8.1M | 0.93% | 106,831 | 减持 |
| 23 | GOOGL | ALPHABET INC | $7.5M | 0.86% | 62,986 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $6.7M | 0.77% | 46,224 | 增持 |
| 25 | META | META PLATFORMS INC | $6.7M | 0.77% | 23,447 | 增持 |
来源:SEC 13F 申报文件 · 截至 2023-06-30
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