Bison Wealth, LLC 13F 持仓 · 最近申报 2024年Q4
Bison Wealth 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 319 只证券，申报市值合计 4.54 亿美元。前几大持仓：OVL（5.52%）、IEF（4.32%）、AAPL（3.73%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | OVL | LISTED FD TR | $25.1M | 5.52% | 537,292 | 增持 |
| 2 | IEF | ISHARES TR | $19.6M | 4.32% | 212,029 | 增持 |
| 3 | AAPL | APPLE INC | $16.9M | 3.73% | 67,541 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $13.6M | 2.99% | 26,524 | 减持 |
| 5 | NVDA | NVIDIA CORPORATION | $12.9M | 2.85% | 96,233 | 减持 |
| 6 | BHVN | BIOHAVEN LTD | $12.4M | 2.74% | 332,428 | 增持 |
| 7 | SCHD | SCHWAB STRATEGIC TR | $12.1M | 2.66% | 441,394 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $10.5M | 2.31% | 24,845 | 减持 |
| 9 | KHPI | MANAGED PORTFOLIO SERIES | $10.3M | 2.26% | 405,711 | 减持 |
| 10 | SPYM | SPDR SER TR | $9.9M | 2.17% | 142,938 | 增持 |
| 11 | OVB | LISTED FD TR | $9.3M | 2.05% | 459,206 | 增持 |
| 12 | IWF | ISHARES TR | $9.2M | 2.03% | 22,897 | 增持 |
| 13 | BIL | SPDR SER TR | $9.1M | 2.00% | 99,276 | 减持 |
| 14 | SGOL | ETFS GOLD TR | $8.1M | 1.79% | 324,471 | 减持 |
| 15 | OVT | LISTED FD TR | $7.1M | 1.56% | 323,312 | 增持 |
| 16 | AMZN | AMAZON COM INC | $6.2M | 1.36% | 28,150 | 减持 |
| 17 | SPY | SPDR S&P 500 ETF TR | $5.3M | 1.16% | 13,008 | 减持 |
| 18 | JPM | JPMORGAN CHASE & CO. | $5.0M | 1.10% | 20,785 | 减持 |
| 19 | GOOG | ALPHABET INC | $4.9M | 1.09% | 25,902 | 减持 |
| 20 | OVLH | LISTED FD TR | $4.7M | 1.03% | 137,331 | 增持 |
| 21 | IVV | ISHARES TR | $4.6M | 1.01% | 7,799 | 增持 |
| 22 | ICSH | ISHARES TR | $4.6M | 1.00% | 90,281 | 增持 |
| 23 | SPHY | SPDR SER TR | $4.6M | 1.00% | 194,136 | 新建仓 |
| 24 | SPDN | DIREXION SHS ETF TR | $4.2M | 0.93% | 384,703 | 新建仓 |
| 25 | TSLA | TESLA INC | $4.2M | 0.92% | 10,368 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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