Cobiz Wealth, LLC 13F 持仓 · 最近申报 2019年Q2
Cobiz Wealth 在 2019年Q2（报告期截至 2019-06-30）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 5.06 亿美元。前几大持仓：RSP（6.22%）、SDY（5.74%）、IJR（4.20%）。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 | RSP | INVESCO EXCHANGE TRADED FD TR | $31.4M | 6.22% | 291,574 | 减持 |
| 2 | SDY | SPDR SERIES TRUST S&P DIVID ET | $29.0M | 5.74% | 287,827 | 减持 |
| 3 | IJR | ISHARES TR CORE S&P SCP ETF | $21.3M | 4.20% | 271,506 | 减持 |
| 4 | AMZN | AMAZON COM INC COM | $16.3M | 3.23% | 8,613 | 减持 |
| 5 | IVV | ISHARES TR CORE S&P500 ETF | $15.7M | 3.11% | 53,366 | 增持 |
| 6 | AAPL | APPLE INC COM | $15.0M | 2.96% | 75,723 | 减持 |
| 7 | MA | MASTERCARD INC CL A | $12.6M | 2.50% | 47,796 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO COM | $11.9M | 2.36% | 106,491 | 减持 |
| 9 | GOOGL | ALPHABET INC CAP STK CL A | $11.8M | 2.34% | 10,942 | 减持 |
| 10 | JNJ | JOHNSON & JOHNSON COM | $11.8M | 2.34% | 84,931 | 减持 |
| 11 | CSCO | CISCO SYS INC COM | $11.3M | 2.25% | 207,375 | 减持 |
| 12 | EW | EDWARDS LIFESCIENCES CORP COM | $10.6M | 2.09% | 57,241 | 减持 |
| 13 | LII | LENNOX INTL INC COM | $9.9M | 1.96% | 35,975 | 减持 |
| 14 | MSFT | MICROSOFT CORP COM | $9.9M | 1.96% | 74,032 | 增持 |
| 15 | VZ | VERIZON COMMUNICATIONS INC COM | $9.6M | 1.89% | 167,342 | 减持 |
| 16 | COST | COSTCO WHSL CORP NEW COM | $9.3M | 1.83% | 35,021 | 减持 |
| 17 | ACN | ACCENTURE PLC IRELAND SHS CLAS | $9.1M | 1.80% | 49,344 | 减持 |
| 18 | HON | HONEYWELL INTL INC COM | $9.0M | 1.79% | 51,699 | 减持 |
| 19 | INTU | INTUIT COM | $8.9M | 1.76% | 34,064 | 减持 |
| 20 | ECL | ECOLAB INC COM | $8.3M | 1.65% | 42,143 | 减持 |
| 21 | ICE | INTERCONTINENTAL EXCHANGE INC | $8.3M | 1.64% | 96,490 | 减持 |
| 22 | BA | BOEING CO COM | $8.2M | 1.61% | 22,417 | 增持 |
| 23 | DIS | DISNEY WALT CO COM DISNEY | $8.1M | 1.60% | 57,755 | 增持 |
| 24 | ORLY | O REILLY AUTOMOTIVE INC NEW CO | $7.8M | 1.55% | 21,203 | 减持 |
| 25 | UNH | UNITEDHEALTH GROUP INC COM | $7.5M | 1.48% | 30,712 | 减持 |
来源：SEC 13F 申报文件 · 截至 2019-06-30
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