跳到正文

CT Financial Advisors LLC 13F 持仓 · 最近申报 2017年Q1

CT Financial Advisors 在 2017年Q1(报告期截至 2017-03-31)的 SEC 13F 申报中报告了 649 只证券,申报市值合计 1.62 亿美元。前几大持仓:MMM(4.49%)、AGG(2.74%)、VEU(2.57%)。本季前 25 大持仓中:增持 10 只、减持 12 只。

排名代码公司市值占组合股数变动
1MMM3M COMPANY$7.3M4.49%38,015减持
2AGGISHARES CORE U.S. AGGREGATE BOND ETF$4.5M2.74%41,020增持
3VEUVANGUARD INTL EQUITY INDEX ALL-WORLD EX-US INDEX ETF SHS$4.2M2.57%86,983增持
4DCMSXDFA COMMODITY STRATEGY PORT INSTL$4.0M2.44%672,117减持
5DFGEXDFA GLOBAL REAL ESTATE SEC PORTFOLIO$3.8M2.33%355,823持平
6BSVVANGUARD BD INDEX SHORT TERM BD ETF$3.4M2.13%43,228增持
7IGSBISHARES TR 1-3 YR CR BD ETF$3.1M1.93%29,683增持
8DFIEXDFA INTERNATIONAL CORE EQUITY$2.8M1.72%222,499增持
9DFQTXDFA US CORE EQUITY II$2.7M1.68%141,463增持
10INTCINTEL CORP$2.7M1.67%75,222减持
11SPYSPDR S&P 500 ETF TRUST UNIT SER 1 S&P$2.4M1.50%10,302减持
12GVIISHARES TR INTRM GOV/CR ETF$2.4M1.48%21,760增持
13GLDSPDR GOLD TR GOLD SHS$2.2M1.38%18,887持平
14AEPFXAMERICAN EUROPACIFIC GROWTH FUND CL F2$2.2M1.37%45,205持平
15NEENEXTERA ENERGY INC COM$2.2M1.35%17,040减持
16VBVANGUARD INDEX SMALL CAP VIPERS$2.2M1.35%16,457减持
17AMGNAMGEN INC$2.2M1.34%13,278减持
18VNQVANGUARD INDEX REIT ETF$2.1M1.32%25,999增持
19TAT&T INC COM USD1$2.1M1.31%51,148减持
20LQDISHARES IBOXX INVESTMENT GRADE CORP BOND ETF$2.1M1.29%17,806增持
21OREALTY INCOME CORP (MARYLAND)$2.1M1.29%35,241减持
22XOMEXXON MOBIL CORP$2.1M1.28%25,252减持
23DFSCXDFA US MICRO CAP PRTF INSTL$2.0M1.25%97,969减持
24DFCEXDFA EMERGING MRKTS CORE EQU PORTFOLIO$1.9M1.20%98,761增持
25VVISA INC COM CL A$1.9M1.20%21,857减持

来源:SEC 13F 申报文件 · 截至 2017-03-31

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