Epstein & White Financial LLC 13F 持仓 · 最近申报 2021年Q2
Epstein & White Financial 在 2021年Q2（报告期截至 2021-06-30）的 SEC 13F 申报中报告了 94 只证券，申报市值合计 3.79 亿美元。前几大持仓：IVV（33.36%）、SPAB（9.42%）、QUAL（8.72%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $126.5M | 33.36% | 294,130 | 增持 |
| 2 | SPAB | SPDR SER TR | $35.7M | 9.42% | 1.2M | 增持 |
| 3 | QUAL | ISHARES TR | $33.0M | 8.72% | 248,749 | 增持 |
| 4 | ACWX | ISHARES TR | $27.0M | 7.13% | 470,598 | 增持 |
| 5 | IWV | ISHARES TR | $16.1M | 4.25% | 62,979 | 减持 |
| 6 | EFV | ISHARES TR | $14.6M | 3.86% | 283,111 | 增持 |
| 7 | MTUM | ISHARES TR | $13.4M | 3.54% | 77,021 | 增持 |
| 8 | USMV | ISHARES TR | $13.3M | 3.51% | 181,063 | 增持 |
| 9 | IQLT | ISHARES TR | $13.1M | 3.45% | 339,180 | 增持 |
| 10 | SMMD | ISHARES TR | $12.8M | 3.37% | 192,817 | 增持 |
| 11 | CMF | ISHARES TR | $8.6M | 2.28% | 137,782 | 减持 |
| 12 | IEFA | ISHARES TR | $7.1M | 1.87% | 94,461 | 增持 |
| 13 | AAPL | APPLE INC | $4.8M | 1.26% | 34,871 | 增持 |
| 14 | ITOT | ISHARES TR | $4.7M | 1.23% | 47,158 | 减持 |
| 15 | IEMG | ISHARES INC | $4.0M | 1.07% | 60,490 | 增持 |
| 16 | IJH | ISHARES TR | $4.0M | 1.05% | 14,875 | 增持 |
| 17 | IUSB | ISHARES TR | $2.1M | 0.55% | 39,033 | 减持 |
| 18 | IXUS | ISHARES TR | $1.5M | 0.40% | 20,864 | 减持 |
| 19 | AMZN | AMAZON COM INC | $1.5M | 0.39% | 431 | 增持 |
| 20 | FDVV | FIDELITY COVINGTON TRUST | $1.4M | 0.36% | 35,898 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $1.4M | 0.36% | 5,087 | 增持 |
| 22 | QQQ | INVESCO QQQ TR | $1.4M | 0.36% | 3,874 | 减持 |
| 23 | FSK | FS KKR CAP CORP | $1.2M | 0.33% | 57,779 | 新建仓 |
| 24 | QCOM | QUALCOMM INC | $1.1M | 0.30% | 8,014 | 增持 |
| 25 | RDIV | INVESCO EXCH TRADED FD TR II | $1.1M | 0.30% | 27,493 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-06-30
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