BMS Financial Advisors, LLC 13F 持仓 · 最近申报 2023年Q2
BMS Financial Advisors 在 2023年Q2（报告期截至 2023-06-30）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 1.53 亿美元。前几大持仓：IVV（10.70%）、QQEW（6.76%）、DLN（6.13%）。本季前 25 大持仓中：新建仓 12 只、增持 2 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $16.4M | 10.70% | 36,802 | 减持 |
| 2 | QQEW | FIRST TR NAS100 EQ WEIGHTED | $10.4M | 6.76% | 96,976 | 新建仓 |
| 3 | DLN | WISDOMTREE TR | $9.4M | 6.13% | 147,770 | 新建仓 |
| 4 | SPTI | SPDR SER TR | $8.3M | 5.43% | 294,180 | 增持 |
| 5 | SPGP | INVESCO EXCHANGE TRADED FD T | $8.0M | 5.25% | 88,617 | 增持 |
| 6 | IUSB | ISHARES TR | $4.9M | 3.22% | 108,625 | 减持 |
| 7 | BSV | VANGUARD BD INDEX FDS | $4.2M | 2.74% | 55,612 | 减持 |
| 8 | SPSB | SPDR SER TR | $3.9M | 2.57% | 133,801 | 新建仓 |
| 9 | UCON | FIRST TR EXCHNG TRADED FD VI | $3.9M | 2.55% | 161,493 | 新建仓 |
| 10 | IWY | ISHARES TR | $3.9M | 2.52% | 24,375 | 减持 |
| 11 | QEMM | SPDR INDEX SHS FDS | $3.8M | 2.51% | 69,353 | 新建仓 |
| 12 | DDWM | WISDOMTREE TR | $3.8M | 2.50% | 122,768 | 新建仓 |
| 13 | IHDG | WISDOMTREE TR | $3.7M | 2.42% | 92,442 | 新建仓 |
| 14 | QQQM | INVESCO EXCH TRADED FD TR II | $3.7M | 2.39% | 24,081 | 减持 |
| 15 | MDYV | SPDR SER TR | $3.4M | 2.20% | 48,989 | 新建仓 |
| 16 | XMMO | INVESCO EXCHANGE TRADED FD T | $3.3M | 2.17% | 41,886 | 新建仓 |
| 17 | DDLS | WISDOMTREE TR | $3.3M | 2.16% | 105,515 | 新建仓 |
| 18 | QUAL | ISHARES TR | $2.3M | 1.51% | 17,225 | 减持 |
| 19 | EFG | ISHARES TR | $2.2M | 1.41% | 22,594 | 减持 |
| 20 | MBB | ISHARES TR | $1.9M | 1.27% | 20,807 | 减持 |
| 21 | SLYV | SPDR SER TR | $1.9M | 1.23% | 24,415 | 新建仓 |
| 22 | SLYG | SPDR SER TR | $1.9M | 1.22% | 24,220 | 新建仓 |
| 23 | GOVT | ISHARES TR | $1.5M | 1.00% | 67,190 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $1.5M | 0.97% | 4,378 | 减持 |
| 25 | IEMG | ISHARES INC | $1.5M | 0.95% | 29,580 | 减持 |
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