Beaumont Financial Partners, LLC 13F 持仓 · 最近申报 2022年Q3
Beaumont Financial Partners 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 302 只证券，申报市值合计 10.43 亿美元。前几大持仓：SGOV（16.74%）、AAPL（4.55%）、DBMF（4.17%）。本季前 25 大持仓中：新建仓 2 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $174.5M | 16.74% | 1.7M | 减持 |
| 2 | AAPL | APPLE INC | $47.4M | 4.55% | 343,018 | 减持 |
| 3 | DBMF | LITMAN GREGORY FDS TR | $43.5M | 4.17% | 1.3M | 新建仓 |
| 4 | MSFT | MICROSOFT CORP | $34.3M | 3.29% | 147,224 | 减持 |
| 5 | VOO | VANGUARD INDEX FDS | $29.9M | 2.87% | 91,133 | 减持 |
| 6 | IVV | ISHARES TR | $27.6M | 2.65% | 76,994 | 增持 |
| 7 | GOOGL | ALPHABET INC | $25.9M | 2.48% | 270,699 | 增持 |
| 8 | IJH | ISHARES TR | $25.3M | 2.43% | 115,510 | 增持 |
| 9 | JNJ | JOHNSON & JOHNSON | $23.9M | 2.30% | 146,507 | 减持 |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED FD | $21.8M | 2.09% | 623,242 | 新建仓 |
| 11 | MCD | MCDONALDS CORP | $21.4M | 2.05% | 92,598 | 减持 |
| 12 | LOW | LOWES COS INC | $20.9M | 2.01% | 111,327 | 减持 |
| 13 | AMZN | AMAZON COM INC | $20.8M | 1.99% | 183,957 | 增持 |
| 14 | IJT | ISHARES TR | $20.3M | 1.95% | 199,976 | 减持 |
| 15 | SAMT | ADVISORS INNER CIRCLE FD III | $17.2M | 1.65% | 796,929 | 增持 |
| 16 | PEP | PEPSICO INC | $17.0M | 1.63% | 103,843 | 减持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $16.4M | 1.57% | 61,488 | 减持 |
| 18 | VUG | VANGUARD INDEX FDS | $15.9M | 1.52% | 74,184 | 增持 |
| 19 | V | VISA INC COM | $13.8M | 1.33% | 77,908 | 增持 |
| 20 | AMT | AMERICAN TOWER CORP | $13.2M | 1.26% | 61,302 | 减持 |
| 21 | DGRO | ISHARES TR | $13.0M | 1.25% | 293,442 | 减持 |
| 22 | TFI | SPDR SER TR | $13.0M | 1.25% | 296,279 | 减持 |
| 23 | DHR | DANAHER CORPORATION | $12.7M | 1.22% | 49,231 | 减持 |
| 24 | VTEB | VANGUARD MUN BD FDS | $11.7M | 1.12% | 242,521 | 增持 |
| 25 | ABT | ABBOTT LABS | $10.5M | 1.01% | 108,295 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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