BT Wealth Management LLC 13F 持仓 · 最近申报 2022年Q2
BT Wealth Management 在 2022年Q2（报告期截至 2022-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 3.56 亿美元。前几大持仓：IWB（21.13%）、IVV（14.21%）、VIG（12.50%）。本季前 25 大持仓中：新建仓 3 只、增持 9 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $75.3M | 21.13% | 362,414 | 增持 |
| 2 | IVV | ISHARES TR | $50.6M | 14.21% | 133,540 | 增持 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $44.6M | 12.50% | 310,588 | 减持 |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $43.4M | 12.18% | 323,481 | 增持 |
| 5 | IWF | ISHARES TR | $27.5M | 7.71% | 125,604 | 减持 |
| 6 | HDV | ISHARES TR | $21.4M | 5.99% | 212,599 | 增持 |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | $18.2M | 5.11% | 309,283 | 新建仓 |
| 8 | SVAL | ISHARES TR | $12.9M | 3.63% | 483,601 | 减持 |
| 9 | ICSH | ISHARES TR | $10.0M | 2.82% | 200,676 | 新建仓 |
| 10 | SPY | SPDR S&P 500 ETF TR | $6.3M | 1.77% | 16,678 | 增持 |
| 11 | QQQ | INVESCO QQQ TR | $4.1M | 1.14% | 14,556 | 增持 |
| 12 | AAPL | APPLE INC | $3.3M | 0.93% | 24,322 | 减持 |
| 13 | HD | HOME DEPOT INC | $2.9M | 0.82% | 10,627 | 减持 |
| 14 | IWM | ISHARES TR | $2.8M | 0.78% | 16,385 | 增持 |
| 15 | ACN | ACCENTURE PLC IRELAND | $2.5M | 0.70% | 8,957 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $2.4M | 0.69% | 9,535 | 减持 |
| 17 | VTI | VANGUARD INDEX FDS | $1.8M | 0.49% | 9,312 | 持平 |
| 18 | IWR | ISHARES TR | $1.4M | 0.39% | 21,649 | 减持 |
| 19 | GPC | GENUINE PARTS CO | $1.4M | 0.38% | 10,298 | 减持 |
| 20 | IWD | ISHARES TR | $1.4M | 0.38% | 9,359 | 持平 |
| 21 | SCHX | SCHWAB STRATEGIC TR | $1.4M | 0.38% | 30,343 | 增持 |
| 22 | PGF | INVESCO EXCHANGE TRADED FD T | $1.2M | 0.35% | 80,446 | 减持 |
| 23 | SO | SOUTHERN CO | $928,000 | 0.26% | 13,016 | 持平 |
| 24 | IEFA | ISHARES TR | $879,000 | 0.25% | 14,930 | 减持 |
| 25 | IJS | ISHARES TR | $894,000 | 0.25% | 10,047 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2022-06-30
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