Executive Wealth Management, LLC 13F 持仓 · 最近申报 2024年Q4
Executive Wealth Management 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 255 只证券，申报市值合计 12.77 亿美元。前几大持仓：ITOT（5.20%）、VMBS（3.98%）、GIGB（3.88%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $66.4M | 5.20% | 515,976 | 减持 |
| 2 | VMBS | VANGUARD SCOTTSDALE FDS | $50.8M | 3.98% | 1.1M | 增持 |
| 3 | GIGB | GOLDMAN SACHS ETF TR | $49.5M | 3.88% | 1.1M | 增持 |
| 4 | AAPL | APPLE INC | $48.4M | 3.79% | 193,396 | 减持 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $35.0M | 2.74% | 602,966 | 增持 |
| 6 | SPYG | SPDR SER TR | $34.9M | 2.73% | 396,694 | 减持 |
| 7 | GSIE | GOLDMAN SACHS ETF TR | $33.9M | 2.65% | 1.0M | 增持 |
| 8 | SPYM | SPDR SER TR | $29.3M | 2.30% | 425,367 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $25.1M | 1.96% | 186,591 | 减持 |
| 10 | AVDE | AMERICAN CENTY ETF TR | $23.8M | 1.86% | 387,857 | 减持 |
| 11 | MSFT | MICROSOFT CORP | $23.2M | 1.82% | 55,034 | 增持 |
| 12 | USMV | ISHARES TR | $22.2M | 1.73% | 249,579 | 减持 |
| 13 | IJR | ISHARES TR | $21.4M | 1.67% | 185,652 | 增持 |
| 14 | CARY | ANGEL OAK FUNDS TRUST | $21.2M | 1.66% | 1.0M | 增持 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $20.8M | 1.63% | 266,966 | 增持 |
| 16 | VYM | VANGUARD WHITEHALL FDS | $18.3M | 1.43% | 143,208 | 减持 |
| 17 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $17.6M | 1.38% | 294,588 | 减持 |
| 18 | META | META PLATFORMS INC | $17.6M | 1.38% | 30,052 | 减持 |
| 19 | XONE | BONDBLOXX ETF TRUST | $16.0M | 1.25% | 322,975 | 增持 |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $15.8M | 1.24% | 75,221 | 增持 |
| 21 | AVEM | AMERICAN CENTY ETF TR | $15.2M | 1.19% | 258,183 | 减持 |
| 22 | SPYV | SPDR SER TR | $14.3M | 1.12% | 279,399 | 减持 |
| 23 | AMZN | AMAZON COM INC | $13.1M | 1.03% | 59,828 | 增持 |
| 24 | GLD | SPDR GOLD TR | $13.1M | 1.02% | 54,019 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO. | $11.8M | 0.93% | 49,320 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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