Crescent Capital Consulting, LLC 13F 持仓 · 最近申报 2021年Q4
Crescent Capital Consulting 在 2021年Q4（报告期截至 2021-12-31）的 SEC 13F 申报中报告了 498 只证券，申报市值合计 6.07 亿美元。前几大持仓：IVV（11.05%）、IWF（5.62%）、BSJN（3.60%）。本季前 25 大持仓中：新建仓 2 只、增持 17 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&P 500 (IVV) | $67.1M | 11.05% | 140,585 | 增持 |
| 2 | IWF | iShares Russell 1000 Gr (IWF) | $34.1M | 5.62% | 1.1M | 增持 |
| 3 | BSJN | Invesco Bulletshares 2023 HY Corp Bd (BSJN) | $21.8M | 3.60% | 863,246 | 增持 |
| 4 | BSJM | Invesco Bulletshares 2022 HY Bd (BSJM) | $21.8M | 3.59% | 938,547 | 增持 |
| 5 | FCX | FREEPORT MCMORAN COPPER | $20.0M | 3.29% | 478,980 | 持平 |
| 6 | VONG | Vanguard Russell 1000 Gr (VONG) | $17.9M | 2.94% | 227,502 | 减持 |
| 7 | IWD | iShares Russell 1000 Val (IWD) | $16.3M | 2.68% | 96,814 | 增持 |
| 8 | IVW | iShares S&P 500 Growth (IVW) | $15.1M | 2.49% | 180,613 | 增持 |
| 9 | PSI | Invesco Dynamic Semiconductors (PSI) | $13.8M | 2.28% | 89,947 | 增持 |
| 10 | TIP | iShares TIPS (TIP) | $13.8M | 2.27% | 106,596 | 增持 |
| 11 | VONV | Vanguard Russell 1000 Val (VONV) | $11.6M | 1.91% | 156,983 | 增持 |
| 12 | BSJO | Invesco Bulletshares 2024 HY Corp Bd (BSJO) | $11.4M | 1.87% | 454,682 | 新建仓 |
| 13 | KBE | SPDR S&P Bank ETF (KBE) | $10.1M | 1.67% | 185,710 | 新建仓 |
| 14 | VGK | Vanguard FTSE Europe (VGK) | $10.2M | 1.67% | 148,980 | 增持 |
| 15 | USMV | iShares Edge MSCI Min Vol US (USMV) | $9.8M | 1.62% | 121,593 | 增持 |
| 16 | IVE | iShares S&P 500 Value (IVE) | $9.5M | 1.57% | 60,923 | 增持 |
| 17 | VNQ | Vanguard REIT (VNQ) | $9.4M | 1.55% | 80,984 | 增持 |
| 18 | IWM | iShares Russell 2000 (IWM) | $8.9M | 1.47% | 40,023 | 减持 |
| 19 | MSFT | MICROSOFT CORP PUT OPT 02/22 310.0 PUT | $8.7M | 1.44% | 25,136 | 增持 |
| 20 | EFA | iShares MSCI EAFE (EFA) | $8.1M | 1.33% | 102,431 | 减持 |
| 21 | VIG | Vanguard Dividend Appreciation (VIG) | $8.1M | 1.33% | 47,133 | 减持 |
| 22 | AAPL | CALL (AAPL) APPLE INC 01/21/2022 @ $190 | $7.4M | 1.22% | 40,547 | 增持 |
| 23 | KO | COCA COLA CO COM | $7.1M | 1.16% | 119,162 | 增持 |
| 24 | AMZN | AMAZON.COM INC | $6.8M | 1.12% | 1,042 | 增持 |
| 25 | FDN | First Trust Dow Jones Internet (FDN) | $6.4M | 1.06% | 28,518 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-12-31
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