Concourse Financial Group Securities, Inc. 13F 持仓 · 最近申报 2024年Q4
Concourse Financial Group Securities 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 2,238 只证券，申报市值合计 17.69 亿美元。前几大持仓：MGC（2.60%）、IVV（2.39%）、QUAL（2.10%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MGC | VANGUARD WORLD FD | $45.9M | 2.60% | 208,889 | 增持 |
| 2 | IVV | ISHARES TR | $42.3M | 2.39% | 69,397 | 增持 |
| 3 | QUAL | ISHARES TR | $37.2M | 2.10% | 202,648 | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $30.7M | 1.74% | 55,142 | 增持 |
| 5 | VEA | VANGUARD TAX MANAGED INTL FD | $29.9M | 1.69% | 604,662 | 增持 |
| 6 | AAPL | APPLE INC | $29.3M | 1.66% | 150,811 | 增持 |
| 7 | IUSB | ISHARES TR | $28.8M | 1.63% | 636,275 | 减持 |
| 8 | MBB | ISHARES TR | $27.9M | 1.58% | 303,740 | 增持 |
| 9 | NVDA | NVIDIA CORP | $26.1M | 1.48% | 277,827 | 增持 |
| 10 | MSFT | MICROSOFT CORP | $25.5M | 1.44% | 57,131 | 增持 |
| 11 | AGG | ISHARES TR | $24.0M | 1.36% | 247,097 | 增持 |
| 12 | VO | VANGUARD INDEX FDS | $22.8M | 1.29% | 82,336 | 减持 |
| 13 | AMZN | AMAZON COM INC | $21.4M | 1.21% | 91,225 | 减持 |
| 14 | IVW | ISHARES TR | $19.4M | 1.10% | 182,989 | 减持 |
| 15 | SCHG | SCHWAB STRATEGIC TR | $18.4M | 1.04% | 636,848 | 增持 |
| 16 | DYNF | BLACKROCK ETF TRUST | $18.2M | 1.03% | 343,279 | 减持 |
| 17 | VONG | VANGUARD SCOTTSDALE FDS | $17.0M | 0.96% | 158,506 | 增持 |
| 18 | GOOGL | ALPHABET INC | $15.5M | 0.88% | 78,073 | 增持 |
| 19 | VUG | VANGUARD INDEX FDS | $14.1M | 0.80% | 33,238 | 减持 |
| 20 | BINC | BLACKROCK ETF TRUST II FLEXIBLE INCOME ADDED | $13.7M | 0.77% | 260,969 | 增持 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $13.7M | 0.77% | 75,419 | 增持 |
| 22 | VTI | VANGUARD INDEX FDS | $12.9M | 0.73% | 42,897 | 增持 |
| 23 | IJR | ISHARES TR | $12.5M | 0.71% | 105,010 | 减持 |
| 24 | BNDX | VANGUARD CHARLOTTE FDS | $12.1M | 0.68% | 246,949 | 增持 |
| 25 | LQD | ISHARES TR | $12.0M | 0.68% | 111,949 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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