Crestone Asset Management LLC 13F 持仓 · 最近申报 2024年Q1
Crestone Asset Management 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 102 只证券，申报市值合计 4.97 亿美元。前几大持仓：VONG（11.52%）、VONV（8.64%）、IWF（7.25%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VONG | VANGUARD SCOTTSDALE FDS | $57.3M | 11.52% | 660,789 | 增持 |
| 2 | VONV | VANGUARD SCOTTSDALE FDS | $42.9M | 8.64% | 546,074 | 增持 |
| 3 | IWF | ISHARES TR | $36.0M | 7.25% | 106,942 | 减持 |
| 4 | VTWG | VANGUARD SCOTTSDALE FDS | $33.5M | 6.74% | 170,106 | 增持 |
| 5 | VNQ | VANGUARD INDEX FDS | $32.0M | 6.43% | 369,576 | 增持 |
| 6 | TLT | ISHARES TR | $29.2M | 5.88% | 308,928 | 减持 |
| 7 | JBBB | JANUS DETROIT STR TR | $28.8M | 5.80% | 589,676 | 新建仓 |
| 8 | IWD | ISHARES TR | $22.8M | 4.59% | 127,433 | 减持 |
| 9 | ACWI | ISHARES TR | $22.6M | 4.55% | 205,614 | 增持 |
| 10 | VTWV | VANGUARD SCOTTSDALE FDS | $20.9M | 4.21% | 149,807 | 增持 |
| 11 | IWO | ISHARES TR | $18.2M | 3.67% | 67,326 | 增持 |
| 12 | EFA | ISHARES TR | $10.2M | 2.04% | 127,118 | 减持 |
| 13 | EFV | ISHARES TR | $10.1M | 2.03% | 185,216 | 减持 |
| 14 | IWN | ISHARES TR | $9.5M | 1.91% | 59,665 | 增持 |
| 15 | SPY | SPDR S&P 500 ETF TR | $8.8M | 1.77% | 16,851 | 减持 |
| 16 | SRLN | SSGA ACTIVE ETF TR | $8.1M | 1.64% | 193,050 | 增持 |
| 17 | VGLT | VANGUARD SCOTTSDALE FDS | $7.8M | 1.57% | 131,969 | 减持 |
| 18 | NEAR | ISHARES U S ETF TR | $7.4M | 1.48% | 146,183 | 减持 |
| 19 | FDN | FIRST TR EXCHANGE-TRADED FD | $4.8M | 0.96% | 23,276 | 减持 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $4.6M | 0.92% | 109,582 | 减持 |
| 21 | UBER | UBER TECHNOLOGIES INC | $4.3M | 0.87% | 56,334 | 减持 |
| 22 | QQQ | INVESCO QQQ TR | $3.6M | 0.73% | 8,212 | 持平 |
| 23 | EFG | ISHARES TR | $3.6M | 0.72% | 34,315 | 增持 |
| 24 | INDA | ISHARES TR | $3.0M | 0.60% | 58,000 | 持平 |
| 25 | XLK | SELECT SECTOR SPDR TR | $2.9M | 0.58% | 13,752 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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