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Edge Advisors, LLC 13F 持仓 · 最近申报 2018年Q2

Edge Advisors 在 2018年Q2(报告期截至 2018-06-30)的 SEC 13F 申报中报告了 893 只证券,申报市值合计 11.19 亿美元。前几大持仓:VYM(7.62%)、SPY(4.79%)、KO(4.35%)。本季前 25 大持仓中:增持 18 只、减持 7 只。

排名代码公司市值占组合股数变动
1VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND$85.3M7.62%1.0M增持
2SPYSPDR S&P 500 ETF$53.7M4.79%197,827增持
3KOCOCA COLA CO COM$48.7M4.35%1.1M减持
4VEAVANGUARD FTSE DEVELOPED MARKETS ETF$30.5M2.72%710,187增持
5XOMEXXON MOBIL CORP COM$28.4M2.54%342,982增持
6VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF$26.7M2.39%413,038增持
7MSFTMICROSOFT CORP COM$21.1M1.88%213,895增持
8IWFISHARES RUSSELL 1000 GROWTH ETF$20.8M1.86%144,579增持
9CSCOCISCO SYS INC COM$16.5M1.47%383,144增持
10BPBP PLC SPONSORED ADR$16.2M1.44%353,915增持
11EPDENTERPRISE PRODS PARTNERS L P COM$16.1M1.44%582,277减持
12RDS.BROYAL DUTCH SHELL PLC SPON ADR B$14.4M1.29%198,440减持
13IWMISHARES RUSSELL 2000 ETF$12.8M1.14%77,972增持
14AGGISHARES CORE U.S. AGGREGATE BOND ETF$12.1M1.08%113,880减持
15IEMGISHARES CORE MSCI EMERGING MARKETS ETF$12.1M1.08%230,813增持
16JNJJOHNSON & JOHNSON COM$11.9M1.06%98,165减持
17ACWIISHARES MSCI ACWI INDEX FUND$11.4M1.02%159,858减持
18OKEONEOK INC NEW COM$11.4M1.01%162,611减持
19STISUNTRUST BKS INC COM$10.8M0.96%163,594增持
20PGPROCTER AND GAMBLE CO COM$10.6M0.95%136,170增持
21IEFAISHARES CORE MSCI EAFE ETF$10.4M0.93%164,321增持
22RTXUNITED TECHNOLOGIES CORP COM$10.3M0.92%82,469增持
23EFAISHARES MSCI EAFE ETF$9.8M0.88%146,329增持
24SNYSANOFI SPONSORED ADR$9.6M0.85%239,141增持
25IPINTL PAPER CO COM$9.3M0.83%178,804增持

来源:SEC 13F 申报文件 · 截至 2018-06-30

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