Compass Financial Advisors LLC 13F 持仓 · 最近申报 2023年Q1
Compass Financial Advisors 在 2023年Q1（报告期截至 2023-03-31）的 SEC 13F 申报中报告了 123 只证券，申报市值合计 7,886.61 万美元。前几大持仓：VTI（5.25%）、AAPL（4.49%）、JPM（3.04%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $4.1M | 5.25% | 20,297 | 增持 |
| 2 | AAPL | APPLE INC | $3.5M | 4.49% | 21,490 | 减持 |
| 3 | JPM | JPMORGAN CHASE & CO | $2.4M | 3.04% | 18,398 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $2.0M | 2.55% | 7,250 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $1.9M | 2.43% | 6,637 | 减持 |
| 6 | XOM | EXXON MOBIL CORP | $1.6M | 2.09% | 15,000 | 减持 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $1.5M | 1.86% | 19,276 | 减持 |
| 8 | EVV | EATON VANCE LTD DURATION INC | $1.4M | 1.79% | 143,395 | 增持 |
| 9 | JNJ | JOHNSON & JOHNSON | $1.4M | 1.78% | 9,064 | 减持 |
| 10 | SPY | SPDR S&P 500 ETF TR | $1.4M | 1.72% | 3,309 | 增持 |
| 11 | BMY | BRISTOL-MYERS SQUIBB CO | $1.3M | 1.71% | 19,407 | 减持 |
| 12 | AMZN | AMAZON COM INC | $1.3M | 1.65% | 12,585 | 增持 |
| 13 | CVX | CHEVRON CORP NEW | $1.3M | 1.59% | 7,702 | 减持 |
| 14 | SPYV | SPDR SER TR | $1.2M | 1.52% | 29,353 | 增持 |
| 15 | META | META PLATFORMS INC | $1.2M | 1.51% | 5,609 | 增持 |
| 16 | MCK | MCKESSON CORP | $1.2M | 1.46% | 3,243 | 减持 |
| 17 | GSY | INVESCO ACTIVELY MANAGED ETF | $1.1M | 1.41% | 22,435 | 减持 |
| 18 | SPYG | SPDR SER TR | $1.1M | 1.40% | 19,875 | 增持 |
| 19 | VGT | VANGUARD WORLD FDS | $1.1M | 1.37% | 2,802 | 减持 |
| 20 | JBHT | HUNT J B TRANS SVCS INC | $1.1M | 1.35% | 6,052 | 持平 |
| 21 | INTC | INTEL CORP | $1.1M | 1.34% | 32,267 | 减持 |
| 22 | CRM | SALESFORCE INC | $1.0M | 1.32% | 5,199 | 减持 |
| 23 | EXAS | EXACT SCIENCES CORP | $1.0M | 1.29% | 14,967 | 减持 |
| 24 | GOOG | ALPHABET INC | $995,800 | 1.26% | 9,575 | 减持 |
| 25 | JPS | NUVEEN PFD & INCOME SECS FD | $970,121 | 1.23% | 150,173 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-03-31
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