Concert Wealth Management Inc. 13F 持仓 · 最近申报 2017年Q3
Concert Wealth Management 在 2017年Q3（报告期截至 2017-09-30）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 2,468.80 万美元。前几大持仓：VTI（15.74%）、SHV（7.27%）、SCHB（6.80%）。本季前 25 大持仓中：新建仓 2 只、增持 3 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $3.9M | 15.74% | 30,009 | 减持 |
| 2 | SHV | ISHARES TR | $1.8M | 7.27% | 16,244 | 减持 |
| 3 | SCHB | SCHWAB STRATEGIC TR | $1.7M | 6.80% | 27,578 | 减持 |
| 4 | VEU | VANGUARD INTL EQUITY INDEX F | $1.7M | 6.74% | 31,574 | 减持 |
| 5 | RESN | RESONANT INC | $1.5M | 6.25% | 348,202 | 持平 |
| 6 | SGOL | ETFS GOLD TR | $1.5M | 6.02% | 11,991 | 减持 |
| 7 | GWGHQ | GWG HLDGS INC | $1.4M | 5.85% | 1.4M | 增持 |
| 8 | AGG | ISHARES TR | $1.4M | 5.51% | 12,401 | 减持 |
| 9 | AKAM | AKAMAI TECHNOLOGIES INC | $1.2M | 5.06% | 25,654 | 持平 |
| 10 | VTV | VANGUARD INDEX FDS | $1.1M | 4.38% | 10,849 | 减持 |
| 11 | BKF | ISHARES INC | $786,000 | 3.18% | 18,239 | 减持 |
| 12 | IJR | ISHARES TR | $753,000 | 3.05% | 10,150 | 减持 |
| 13 | SJB | PROSHARES TR | $703,000 | 2.85% | 30,392 | 持平 |
| 14 | BWX | SPDR SERIES TRUST | $659,000 | 2.67% | 23,448 | 减持 |
| 15 | RWO | SPDR INDEX SHS FDS | $634,000 | 2.57% | 13,359 | 增持 |
| 16 | SCHF | SCHWAB STRATEGIC TR | $551,000 | 2.23% | 16,385 | 减持 |
| 17 | DBC | POWERSHARES DB CMDTY IDX TRA | $533,000 | 2.16% | 34,894 | 减持 |
| 18 | MIDU | DIREXION SHS ETF TR | $489,000 | 1.98% | 12,110 | 增持 |
| 19 | FTLS | FIRST TR EXCH TRADED FD III | $482,000 | 1.95% | 12,905 | 减持 |
| 20 | T | AT&T INC | $458,000 | 1.86% | 11,675 | 减持 |
| 21 | SCHE | SCHWAB STRATEGIC TR | $340,000 | 1.38% | 12,608 | 减持 |
| 22 | QAI | INDEXIQ ETF TR | $338,000 | 1.37% | 11,385 | 减持 |
| 23 | SJNK | SPDR SER TR | $287,000 | 1.16% | 10,392 | 减持 |
| 24 | BVH | BBX CAP CORP NEW | $257,000 | 1.04% | 34,794 | 新建仓 |
| 25 | PHYS | SPROTT PHYSICAL GOLD TRUST | $229,000 | 0.93% | 21,592 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2017-09-30
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