Buffington Mohr McNeal 13F 持仓 · 最近申报 2025年Q1
Buffington Mohr McNeal 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 111 只证券，申报市值合计 5.07 亿美元。前几大持仓：SCHX（9.17%）、IVV（6.17%）、COST（6.00%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $46.5M | 9.17% | 2.1M | 减持 |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $31.3M | 6.17% | 55,647 | 增持 |
| 3 | COST | COSTCO WHSL CORP NEW COM | $30.4M | 6.00% | 32,188 | 减持 |
| 4 | MSFT | MICROSOFT CORP COM | $25.8M | 5.09% | 68,770 | 减持 |
| 5 | XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | $21.9M | 4.33% | 106,298 | 减持 |
| 6 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $16.1M | 3.18% | 253,125 | 减持 |
| 7 | JAAA | JANUS HENDERSON AAA CLO ETF | $15.5M | 3.06% | 306,263 | 减持 |
| 8 | APH | AMPHENOL CORP NEW CL A | $14.2M | 2.81% | 216,946 | 减持 |
| 9 | IBDW | ISHARES IBONDS 2031 CORP BOND | $14.0M | 2.76% | 673,998 | 增持 |
| 10 | IBDR | ISHARES IBONDS 2026 CORP BOND | $13.8M | 2.73% | 571,694 | 减持 |
| 11 | IBDV | ISHARES IBONDS 2030 CORP BOND | $13.8M | 2.72% | 634,284 | 增持 |
| 12 | IJR | ISHARES CORE S&P SMALL CAP ETF | $13.6M | 2.67% | 129,642 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO. COM | $13.4M | 2.65% | 54,788 | 减持 |
| 14 | V | VISA INC COM CL A | $12.9M | 2.54% | 36,732 | 减持 |
| 15 | AAPL | APPLE INC COM | $11.9M | 2.35% | 53,639 | 减持 |
| 16 | KKR | KKR & CO INC COM | $11.6M | 2.29% | 100,539 | 减持 |
| 17 | DHR | DANAHER CORPORATION COM | $11.0M | 2.16% | 53,430 | 减持 |
| 18 | URI | UNITED RENTALS INC COM | $11.0M | 2.16% | 17,480 | 减持 |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC COM | $10.8M | 2.13% | 21,714 | 减持 |
| 20 | AMZN | AMAZON COM INC COM | $9.9M | 1.96% | 52,124 | 减持 |
| 21 | AME | AMETEK INC COM | $9.7M | 1.92% | 56,588 | 减持 |
| 22 | ABT | ABBOTT LABS COM | $9.1M | 1.80% | 68,907 | 减持 |
| 23 | RSG | REPUBLIC SVCS INC COM | $8.5M | 1.68% | 35,275 | 减持 |
| 24 | ECL | ECOLAB INC COM | $8.3M | 1.63% | 32,569 | 减持 |
| 25 | GOOG | ALPHABET INC CAP STK CL C | $7.2M | 1.43% | 46,385 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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