Coordinated Financial Services, Inc./CO 13F 持仓 · 最近申报 2025年Q1
Coordinated Financial Services, Inc./CO 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 137 只证券，申报市值合计 1.31 亿美元。前几大持仓：IVV（12.63%）、SPY（3.91%）、VTI（2.70%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $16.5M | 12.63% | 29,336 | 减持 |
| 2 | SPY | SPDR S&P 500 ETF TR | $5.1M | 3.91% | 9,115 | 减持 |
| 3 | VTI | VANGUARD INDEX FDS | $3.5M | 2.70% | 12,826 | 减持 |
| 4 | GOVT | ISHARES TR | $3.1M | 2.35% | 133,455 | 增持 |
| 5 | GLD | SPDR GOLD TR | $2.8M | 2.17% | 9,809 | 增持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $2.8M | 2.16% | 100,908 | 增持 |
| 7 | VB | VANGUARD INDEX FDS | $2.7M | 2.05% | 12,069 | 增持 |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.76% | 48,925 | 新建仓 |
| 9 | EFA | ISHARES TR | $2.3M | 1.74% | 27,775 | 增持 |
| 10 | HELO | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.65% | 36,181 | 新建仓 |
| 11 | AAPL | APPLE INC | $2.0M | 1.56% | 9,184 | 减持 |
| 12 | VYM | VANGUARD WHITEHALL FDS | $2.0M | 1.53% | 15,443 | 增持 |
| 13 | LQD | ISHARES TR | $2.0M | 1.50% | 17,981 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.9M | 1.44% | 3,530 | 减持 |
| 15 | MBB | ISHARES TR | $1.8M | 1.35% | 18,760 | 减持 |
| 16 | QQQ | INVESCO QQQ TR | $1.7M | 1.28% | 3,558 | 减持 |
| 17 | VXUS | VANGUARD STAR FDS | $1.7M | 1.28% | 26,905 | 增持 |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.6M | 1.25% | 28,486 | 增持 |
| 19 | V | VISA INC | $1.6M | 1.19% | 4,444 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $1.5M | 1.18% | 4,099 | 减持 |
| 21 | AMZN | AMAZON COM INC | $1.5M | 1.16% | 7,958 | 减持 |
| 22 | IGSB | ISHARES TR | $1.4M | 1.07% | 26,654 | 减持 |
| 23 | WMT | WALMART INC | $1.4M | 1.07% | 15,848 | 增持 |
| 24 | IEFA | ISHARES TR | $1.4M | 1.05% | 18,173 | 减持 |
| 25 | NVDA | NVIDIA CORPORATION | $1.4M | 1.04% | 12,522 | 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