Charles Carroll Financial Partners, LLC 13F 持仓 · 最近申报 2023年Q4
Charles Carroll Financial Partners 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 9,295.24 万美元。前几大持仓：AAPL（10.74%）、URI（8.57%）、GOOG（7.61%）。本季前 25 大持仓中：增持 15 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $10.0M | 10.74% | 51,833 | 减持 |
| 2 | URI | UNITED RENTALS INC | $8.0M | 8.57% | 13,900 | 增持 |
| 3 | GOOG | ALPHABET INC | $7.1M | 7.61% | 50,220 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $6.7M | 7.25% | 17,910 | 增持 |
| 5 | BLK | BLACKROCK INC | $6.7M | 7.21% | 8,255 | 持平 |
| 6 | JPM | JPMORGAN CHASE & CO | $5.9M | 6.39% | 34,905 | 增持 |
| 7 | INTU | INTUIT | $5.2M | 5.59% | 8,307 | 减持 |
| 8 | V | VISA INC | $4.8M | 5.11% | 18,249 | 增持 |
| 9 | ADBE | ADOBE INC | $3.9M | 4.16% | 6,480 | 持平 |
| 10 | UNH | UNITEDHEALTH GROUP INC | $3.0M | 3.23% | 5,706 | 增持 |
| 11 | META | META PLATFORMS INC | $2.9M | 3.17% | 8,325 | 增持 |
| 12 | BA | BOEING CO | $2.7M | 2.85% | 10,175 | 减持 |
| 13 | NFLX | NETFLIX INC | $2.2M | 2.40% | 4,586 | 减持 |
| 14 | CRWD | CROWDSTRIKE HLDGS INC | $2.1M | 2.31% | 8,405 | 增持 |
| 15 | CRM | SALESFORCE INC | $2.0M | 2.15% | 7,600 | 增持 |
| 16 | AMG | AFFILIATED MANAGERS GROUP IN | $2.0M | 2.14% | 13,150 | 增持 |
| 17 | AMZN | AMAZON COM INC | $1.8M | 1.96% | 11,990 | 增持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.8M | 1.92% | 5,000 | 增持 |
| 19 | ICE | INTERCONTINENTAL EXCHANGE IN | $1.6M | 1.74% | 12,565 | 增持 |
| 20 | BAC | BANK AMERICA CORP | $1.5M | 1.64% | 45,139 | 减持 |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $1.4M | 1.52% | 9,575 | 增持 |
| 22 | SYK | STRYKER CORPORATION | $1.4M | 1.46% | 4,530 | 增持 |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $1.3M | 1.37% | 8,075 | 减持 |
| 24 | GD | GENERAL DYNAMICS CORP | $785,660 | 0.85% | 3,026 | 持平 |
| 25 | SONY | SONY GROUP CORP | $710,175 | 0.76% | 7,500 | 持平 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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