DB Wealth Management Group, LLC 13F 持仓 · 最近申报 2023年Q4
DB Wealth Management Group 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 370 只证券，申报市值合计 1.76 亿美元。前几大持仓：SPY（15.17%）、EFA（5.98%）、CGDV（5.77%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P | $26.7M | 15.17% | 56,194 | 增持 |
| 2 | EFA | ISHARES MSCI | $10.5M | 5.98% | 139,724 | 增持 |
| 3 | CGDV | CAPITAL GROUP | $10.2M | 5.77% | 340,377 | 增持 |
| 4 | VTI | VANGUARD TOTAL | $8.9M | 5.04% | 37,427 | 增持 |
| 5 | IJH | ISHARES CORE | $7.7M | 4.37% | 27,779 | 增持 |
| 6 | ILCG | ISHARES MORNINGSTAR | $6.9M | 3.93% | 102,085 | 增持 |
| 7 | DWM | WISDOMTREE DEFA | $4.8M | 2.74% | 92,035 | 增持 |
| 8 | FV | FIRST TRUST | $4.7M | 2.65% | 90,406 | 减持 |
| 9 | QQQ | INVESCO QQQ | $4.3M | 2.43% | 10,429 | 增持 |
| 10 | RSP | INVESCO S&P | $3.6M | 2.05% | 22,886 | 减持 |
| 11 | DON | WISDOMTREE U S | $3.2M | 1.80% | 69,447 | 减持 |
| 12 | SHV | ISHARES SHORT | $3.1M | 1.78% | 28,420 | 减持 |
| 13 | SRLN | SPDR BLACKSTONE | $3.0M | 1.69% | 71,016 | 增持 |
| 14 | IJR | ISHARES CORE | $2.8M | 1.60% | 25,982 | 增持 |
| 15 | BILS | SPDR BLOOMBERG | $2.7M | 1.52% | 26,986 | 减持 |
| 16 | DES | WISDOMTREE U S | $2.6M | 1.48% | 80,971 | 减持 |
| 17 | VUG | VANGUARD GROWTH | $2.5M | 1.45% | 8,188 | 增持 |
| 18 | SHYG | ISHARES | $2.5M | 1.44% | 59,913 | 增持 |
| 19 | AAPL | APPLE INC | $2.4M | 1.38% | 12,657 | 减持 |
| 20 | PAVE | GLOBAL X | $2.4M | 1.35% | 69,104 | 减持 |
| 21 | USFR | WISDOMTREE FLOATING | $2.3M | 1.29% | 45,188 | 减持 |
| 22 | HDV | ISHARES CORE | $2.1M | 1.21% | 20,955 | 减持 |
| 23 | XAR | SPDR S&P | $1.9M | 1.10% | 14,327 | 增持 |
| 24 | SCHA | SCHWAB US | $1.9M | 1.06% | 39,536 | 增持 |
| 25 | ITOT | ISHARES CORE | $1.8M | 1.00% | 16,664 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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