Convergent Wealth Advisors 13F 持仓 · 最近申报 2015年Q3
Convergent Wealth Advisors 在 2015年Q3（报告期截至 2015-09-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 4.42 亿美元。前几大持仓：IVV（36.16%）、VTI（12.11%）、VEA（7.83%）。本季前 25 大持仓中：新建仓 7 只、增持 6 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $159.9M | 36.16% | 829,521 | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $53.5M | 12.11% | 542,078 | 增持 |
| 3 | VEA | VANGUARD TAX MANAGED INTL FD | $34.6M | 7.83% | 970,536 | 减持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $23.9M | 5.41% | 722,982 | 增持 |
| 5 | EFA | ISHARES TR | $23.7M | 5.36% | 413,139 | 新建仓 |
| 6 | IEF | ISHARES TR | $22.6M | 5.11% | 209,229 | 减持 |
| 7 | IEFA | ISHARES TR | $20.1M | 4.55% | 381,025 | 增持 |
| 8 | IEMG | ISHARES INC | $12.3M | 2.77% | 307,138 | 增持 |
| 9 | SPY | SPDR S&P 500 ETF TR | $10.8M | 2.44% | 56,319 | 减持 |
| 10 | IWM | ISHARES TR | $10.5M | 2.36% | 95,710 | 减持 |
| 11 | IGE | ISHARES TR | $8.1M | 1.84% | 279,859 | 减持 |
| 12 | AAXJ | ISHARES TR | $7.5M | 1.69% | 141,382 | 持平 |
| 13 | XLK | SELECT SECTOR SPDR TR | $6.9M | 1.57% | 175,830 | 新建仓 |
| 14 | XLF | SELECT SECTOR SPDR TR | $5.4M | 1.23% | 238,964 | 新建仓 |
| 15 | XLV | SELECT SECTOR SPDR TR | $4.9M | 1.10% | 73,534 | 新建仓 |
| 16 | EPP | ISHARES | $4.7M | 1.07% | 128,781 | 持平 |
| 17 | XLY | SELECT SECTOR SPDR TR | $4.2M | 0.95% | 56,344 | 新建仓 |
| 18 | VNQ | VANGUARD INDEX FDS | $3.7M | 0.83% | 48,328 | 减持 |
| 19 | XLP | SELECT SECTOR SPDR TR | $3.3M | 0.74% | 69,229 | 新建仓 |
| 20 | XLI | SELECT SECTOR SPDR TR | $3.2M | 0.72% | 64,139 | 新建仓 |
| 21 | GLD | SPDR GOLD TRUST | $2.9M | 0.64% | 26,668 | 减持 |
| 22 | VYM | VANGUARD WHITEHALL FDS INC | $2.0M | 0.45% | 31,611 | 增持 |
| 23 | IWV | ISHARES TR | $1.8M | 0.41% | 16,004 | 减持 |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $1.7M | 0.39% | 40,921 | 减持 |
| 25 | IAU | ISHARES GOLD TRUST | $1.7M | 0.38% | 156,297 | 减持 |
来源：SEC 13F 申报文件 · 截至 2015-09-30
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