Breiter Capital Management Inc 13F 持仓 · 最近申报 2022年Q1
Breiter Capital Management 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 2.02 亿美元。前几大持仓：AAPL（9.15%）、BRKB（5.31%）、MLPA（4.35%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.5M | 9.15% | 106,018 | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.7M | 5.31% | 30,429 | 增持 |
| 3 | MLPA | GLOBAL X FDS | $8.8M | 4.35% | 218,617 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $6.4M | 3.14% | 20,612 | 减持 |
| 5 | LRCX | LAM RESEARCH CORP | $5.4M | 2.65% | 9,984 | 减持 |
| 6 | FTCS | FIRST TR EXCHANGE-TRADED FD | $4.7M | 2.33% | 60,390 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $4.7M | 2.33% | 17,292 | 减持 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $4.4M | 2.20% | 40,670 | 减持 |
| 9 | IRM | IRON MTN INC NEW | $4.3M | 2.15% | 78,349 | 增持 |
| 10 | FYX | FIRST TR SML CP CORE ALPHA F | $4.2M | 2.08% | 45,932 | 增持 |
| 11 | HD | HOME DEPOT INC | $3.7M | 1.84% | 12,450 | 增持 |
| 12 | ABBV | ABBVIE INC | $3.7M | 1.81% | 22,587 | 减持 |
| 13 | UNH | UNITEDHEALTH GROUP INC | $3.2M | 1.58% | 6,259 | 增持 |
| 14 | ENPH | ENPHASE ENERGY INC | $3.1M | 1.55% | 15,540 | 增持 |
| 15 | GOOGL | ALPHABET INC | $2.9M | 1.42% | 1,035 | 减持 |
| 16 | STWD | STARWOOD PPTY TR INC | $2.9M | 1.42% | 118,467 | 增持 |
| 17 | SCHD | SCHWAB STRATEGIC TR | $2.8M | 1.40% | 35,991 | 增持 |
| 18 | CTAS | CINTAS CORP | $2.8M | 1.38% | 6,542 | 增持 |
| 19 | INTC | INTEL CORP | $2.7M | 1.35% | 55,244 | 增持 |
| 20 | AMZN | AMAZON COM INC | $2.7M | 1.34% | 832 | 减持 |
| 21 | KR | KROGER CO | $2.6M | 1.30% | 45,733 | 增持 |
| 22 | LMT | LOCKHEED MARTIN CORP | $2.5M | 1.23% | 5,616 | 增持 |
| 23 | QJUN | FIRST TR EXCHNG TRADED FD VI | $2.4M | 1.16% | 112,719 | 减持 |
| 24 | SYK | STRYKER CORPORATION | $2.3M | 1.15% | 8,701 | 增持 |
| 25 | FJUN | FIRST TR EXCHNG TRADED FD VI | $2.3M | 1.14% | 60,970 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
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