Caliber Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q1
Caliber Wealth Management 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 1.88 亿美元。前几大持仓：SPY（14.32%）、QUAL（8.14%）、VO（3.57%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $26.9M | 14.32% | 51,487 | 减持 |
| 2 | QUAL | ISHARES TR | $15.3M | 8.14% | 93,120 | 减持 |
| 3 | VO | VANGUARD INDEX FDS | $6.7M | 3.57% | 26,873 | 增持 |
| 4 | VB | VANGUARD INDEX FDS | $6.7M | 3.55% | 29,228 | 增持 |
| 5 | VGT | VANGUARD WORLD FD | $6.4M | 3.41% | 12,227 | 减持 |
| 6 | IHDG | WISDOMTREE TR | $5.8M | 3.09% | 126,658 | 增持 |
| 7 | AVGO | BROADCOM INC | $4.4M | 2.36% | 3,348 | 减持 |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $4.4M | 2.34% | 97,175 | 减持 |
| 9 | PANW | PALO ALTO NETWORKS INC | $4.1M | 2.17% | 14,332 | 减持 |
| 10 | FALN | ISHARES TR | $4.0M | 2.12% | 148,506 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $3.8M | 2.00% | 8,961 | 减持 |
| 12 | CRM | SALESFORCE INC | $3.6M | 1.90% | 11,857 | 减持 |
| 13 | CMG | CHIPOTLE MEXICAN GRILL INC | $3.5M | 1.86% | 1,203 | 减持 |
| 14 | NOW | SERVICENOW INC | $3.4M | 1.83% | 4,511 | 减持 |
| 15 | GOOG | ALPHABET INC | $3.3M | 1.74% | 21,505 | 减持 |
| 16 | COST | COSTCO WHSL CORP NEW | $3.2M | 1.71% | 4,392 | 减持 |
| 17 | MAR | MARRIOTT INTL INC NEW | $3.2M | 1.70% | 12,641 | 减持 |
| 18 | AXP | AMERICAN EXPRESS CO | $3.2M | 1.68% | 13,837 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.1M | 1.67% | 7,485 | 增持 |
| 20 | GD | GENERAL DYNAMICS CORP | $3.1M | 1.66% | 11,058 | 增持 |
| 21 | ORCL | ORACLE CORP | $3.1M | 1.65% | 24,702 | 增持 |
| 22 | SCHW | SCHWAB CHARLES CORP | $3.0M | 1.61% | 41,818 | 增持 |
| 23 | HD | HOME DEPOT INC | $3.0M | 1.59% | 7,781 | 增持 |
| 24 | ZS | ZSCALER INC | $3.0M | 1.57% | 15,364 | 减持 |
| 25 | SHOP | SHOPIFY INC | $2.9M | 1.56% | 38,112 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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