CIC Wealth, LLC 13F 持仓 · 最近申报 2024年Q3
CIC Wealth 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 176 只证券，申报市值合计 3.87 亿美元。前几大持仓：VOO（13.18%）、AAPL（8.11%）、MSFT（4.34%）。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 | VOO | VANGUARD INDEX FDS | $51.0M | 13.18% | 96,648 | 增持 |
| 2 | AAPL | APPLE INC | $31.4M | 8.11% | 134,709 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $16.8M | 4.34% | 39,053 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $15.9M | 4.11% | 130,947 | 增持 |
| 5 | VB | VANGUARD INDEX FDS | $14.5M | 3.75% | 61,155 | 增持 |
| 6 | IGM | ISHARES TR | $10.0M | 2.57% | 103,759 | 增持 |
| 7 | PEP | PEPSICO INC | $9.6M | 2.48% | 56,370 | 减持 |
| 8 | JEPQ | J P MORGAN EXCHANGE TRADED F | $8.7M | 2.24% | 158,087 | 增持 |
| 9 | AMZN | AMAZON COM INC | $8.5M | 2.20% | 45,705 | 减持 |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | $7.4M | 1.92% | 125,075 | 增持 |
| 11 | MCD | MCDONALDS CORP | $7.2M | 1.87% | 23,731 | 增持 |
| 12 | WM | WASTE MGMT INC DEL | $6.7M | 1.74% | 32,488 | 增持 |
| 13 | MDLZ | MONDELEZ INTL INC | $6.7M | 1.73% | 90,890 | 减持 |
| 14 | USRT | ISHARES TR | $6.7M | 1.72% | 108,029 | 增持 |
| 15 | QQQ | INVESCO QQQ TR | $6.3M | 1.62% | 12,845 | 增持 |
| 16 | V | VISA INC | $5.4M | 1.39% | 19,595 | 增持 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.3M | 1.38% | 11,592 | 增持 |
| 18 | OPER | ETF SER SOLUTIONS | $4.7M | 1.21% | 46,649 | 减持 |
| 19 | WMT | WALMART INC | $4.6M | 1.19% | 57,137 | 减持 |
| 20 | GOOGL | ALPHABET INC | $4.2M | 1.09% | 25,343 | 减持 |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $4.2M | 1.09% | 83,083 | 减持 |
| 22 | IJR | ISHARES TR | $4.1M | 1.05% | 34,771 | 增持 |
| 23 | IVV | ISHARES TR | $4.0M | 1.04% | 6,960 | 增持 |
| 24 | LOW | LOWES COS INC | $3.6M | 0.94% | 13,472 | 减持 |
| 25 | BLK | BLACKROCK INC | $3.6M | 0.93% | 3,788 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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