Cook Wealth, LLC 13F 持仓 · 最近申报 2025年Q1
Cook Wealth 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 52 只证券，申报市值合计 2.06 亿美元。前几大持仓：VOO（28.69%）、IQLT（9.81%）、GOVT（8.70%）。本季前 25 大持仓中：新建仓 1 只、增持 4 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $59.1M | 28.69% | 115,143 | 增持 |
| 2 | IQLT | ISHARES TR | $20.2M | 9.81% | 491,919 | 增持 |
| 3 | GOVT | ISHARES TR | $17.9M | 8.70% | 782,348 | 减持 |
| 4 | QUAL | ISHARES TR | $12.8M | 6.23% | 75,732 | 减持 |
| 5 | VO | VANGUARD INDEX FDS | $12.5M | 6.08% | 48,801 | 减持 |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $11.0M | 5.32% | 222,309 | 减持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $10.3M | 4.98% | 169,416 | 新建仓 |
| 8 | MUB | ISHARES TR | $9.0M | 4.37% | 86,198 | 减持 |
| 9 | AAPL | APPLE INC | $5.6M | 2.72% | 26,256 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $4.9M | 2.38% | 11,525 | 减持 |
| 11 | QYLD | GLOBAL X FDS | $4.5M | 2.19% | 276,719 | 减持 |
| 12 | ERIE | ERIE INDTY CO | $4.5M | 2.17% | 12,724 | 增持 |
| 13 | BDJ | BLACKROCK ENHANCED EQUITY DI | $3.2M | 1.54% | 381,271 | 减持 |
| 14 | GTO | INVESCO ACTIVELY MANAGED EXC | $2.6M | 1.27% | 56,217 | 增持 |
| 15 | ESGU | ISHARES TR | $2.3M | 1.12% | 18,875 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $2.3M | 1.11% | 20,444 | 减持 |
| 17 | GOOGL | ALPHABET INC | $1.6M | 0.80% | 10,227 | 减持 |
| 18 | VTI | VANGUARD INDEX FDS | $1.6M | 0.77% | 5,776 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $1.4M | 0.69% | 9,228 | 减持 |
| 20 | IEMG | ISHARES INC | $1.4M | 0.66% | 25,217 | 减持 |
| 21 | FCNCA | FIRST CTZNS BANCSHARES INC N | $1.2M | 0.60% | 698 | 减持 |
| 22 | DFSI | DIMENSIONAL ETF TRUST | $1.2M | 0.57% | 32,245 | 减持 |
| 23 | PG | PROCTER AND GAMBLE CO | $1.2M | 0.56% | 7,252 | 减持 |
| 24 | EFG | ISHARES TR | $1.1M | 0.51% | 10,151 | 减持 |
| 25 | DFSE | DIMENSIONAL ETF TRUST | $1.0M | 0.50% | 30,153 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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