Claremont Financial Group, Inc. 13F 持仓 · 最近申报 2022年Q1
Claremont Financial Group 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 34 只证券，申报市值合计 2,340.10 万美元。前几大持仓：VEA（30.37%）、GLD（17.00%）、IJH（12.14%）。本季前 25 大持仓中：新建仓 14 只、增持 9 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard FTSE Developed Markets ETF | $7.1M | 30.37% | 149,581 | 增持 |
| 2 | GLD | SPDR Gold Shares | $4.0M | 17.00% | 22,057 | 增持 |
| 3 | IJH | iShares Core S&P Mid-Cap | $2.8M | 12.14% | 10,881 | 增持 |
| 4 | REZ | iShares Residential & Multisector RE ETF | $2.6M | 10.97% | 26,298 | 增持 |
| 5 | VWO | Vanguard FTSE Emerging Markets ETF | $2.4M | 10.17% | 51,561 | 增持 |
| 6 | BOND | PIMCO Active Bond ETF | $1.5M | 6.62% | 15,448 | 增持 |
| 7 | SPY | SPDR S&P 500 ETF | $553,000 | 2.36% | 1,233 | 增持 |
| 8 | VUG | Vanguard Growth ETF | $356,000 | 1.52% | 1,261 | 增持 |
| 9 | SPSM | SPDR Portfolio S&P 600 Sm Cap ETF | $296,000 | 1.26% | 7,236 | 增持 |
| 10 | HON | Honeywell International Inc | $219,000 | 0.94% | 1,135 | 持平 |
| 11 | UNP | Union Pacific Corp | $182,000 | 0.78% | 742 | 减持 |
| 12 | PFE | Pfizer Inc | $145,000 | 0.62% | 2,625 | 新建仓 |
| 13 | RSP | Invesco S&P 500 Equal Weight ETF | $139,000 | 0.59% | 885 | 新建仓 |
| 14 | ABBV | AbbVie Inc | $126,000 | 0.54% | 727 | 新建仓 |
| 15 | BMY | Bristol-Myers Squibb Company | $116,000 | 0.50% | 1,500 | 新建仓 |
| 16 | MSFT | Microsoft Corp | $111,000 | 0.47% | 368 | 新建仓 |
| 17 | SHW | Sherwin-Williams Co | $105,000 | 0.45% | 399 | 新建仓 |
| 18 | MDYV | SPDR S&P 400 Mid Cap Value ETF | $94,000 | 0.40% | 1,371 | 新建仓 |
| 19 | MCD | McDonald's Corp | $76,000 | 0.32% | 300 | 新建仓 |
| 20 | AI | C3 AI INC CL A | $54,000 | 0.23% | 2,520 | 新建仓 |
| 21 | SLV | iShares Silver Trust | $53,000 | 0.23% | 2,350 | 新建仓 |
| 22 | KO | Coca-Cola Co | $51,000 | 0.22% | 809 | 新建仓 |
| 23 | SPYV | SPDR Portfolio S&P 500 Value ETF | $52,000 | 0.22% | 1,250 | 新建仓 |
| 24 | CVX | Chevron Corp | $48,000 | 0.21% | 286 | 新建仓 |
| 25 | IBM | International Business Machines Corp | $37,000 | 0.16% | 287 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
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