Engrave Wealth Partners LLC 13F 持仓 · 最近申报 2023年Q4
Engrave Wealth Partners 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 3.50 亿美元。前几大持仓：XOM（13.32%）、DSTL（11.80%）、VOO（10.22%）。本季前 25 大持仓中：新建仓 3 只、增持 15 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $46.7M | 13.32% | 466,749 | 增持 |
| 2 | DSTL | ETF SER SOLUTIONS | $41.3M | 11.80% | 837,174 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $35.8M | 10.22% | 81,945 | 增持 |
| 4 | VUG | VANGUARD INDEX FDS | $35.4M | 10.10% | 113,827 | 增持 |
| 5 | GSST | GOLDMAN SACHS ETF TR | $26.9M | 7.67% | 537,120 | 减持 |
| 6 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $17.9M | 5.10% | 926,002 | 增持 |
| 7 | DEM | WISDOMTREE TR | $16.2M | 4.63% | 398,466 | 增持 |
| 8 | CEF | SPROTT PHYSICAL GOLD & SILVE | $14.1M | 4.03% | 737,194 | 增持 |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $10.8M | 3.08% | 184,910 | 增持 |
| 10 | INFL | LISTED FD TR | $9.4M | 2.67% | 297,500 | 减持 |
| 11 | PDBC | INVESCO ACTVELY MNGD ETC FD | $9.1M | 2.59% | 682,405 | 减持 |
| 12 | CVX | CHEVRON CORP NEW | $8.8M | 2.51% | 58,936 | 减持 |
| 13 | IVOL | KRANESHARES TR | $7.3M | 2.09% | 354,602 | 增持 |
| 14 | SCHX | SCHWAB STRATEGIC TR | $6.6M | 1.88% | 116,851 | 减持 |
| 15 | GDX | VANECK ETF TRUST | $6.4M | 1.82% | 205,472 | 增持 |
| 16 | AAPL | APPLE INC | $4.6M | 1.30% | 23,663 | 增持 |
| 17 | JNJ | JOHNSON & JOHNSON | $3.7M | 1.06% | 23,580 | 增持 |
| 18 | VBK | VANGUARD INDEX FDS | $3.4M | 0.97% | 14,016 | 新建仓 |
| 19 | SUB | ISHARES TR | $3.0M | 0.86% | 28,500 | 新建仓 |
| 20 | MLPX | GLOBAL X FDS | $2.6M | 0.76% | 59,282 | 增持 |
| 21 | AMZN | AMAZON COM INC | $2.6M | 0.74% | 16,991 | 减持 |
| 22 | BND | VANGUARD BD INDEX FDS | $2.3M | 0.64% | 30,663 | 增持 |
| 23 | IJR | ISHARES TR | $2.0M | 0.58% | 18,721 | 增持 |
| 24 | MSFT | MICROSOFT CORP | $1.8M | 0.52% | 4,816 | 减持 |
| 25 | DJP | BARCLAYS BANK PLC | $1.8M | 0.51% | 58,816 | 新建仓 |
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