Family Asset Management, LLC 13F 持仓 · 最近申报 2024年Q3
Family Asset Management 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 207 只证券，申报市值合计 1.66 亿美元。前几大持仓：SCHG（11.70%）、QUAL（6.20%）、IEFA（5.72%）。本季前 25 大持仓中：增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $19.5M | 11.70% | 186,741 | 增持 |
| 2 | QUAL | ISHARES TR | $10.3M | 6.20% | 57,477 | 增持 |
| 3 | IEFA | ISHARES TR | $9.5M | 5.72% | 121,874 | 减持 |
| 4 | IVW | ISHARES TR | $6.9M | 4.18% | 72,498 | 减持 |
| 5 | DGRO | ISHARES TR | $6.6M | 3.95% | 104,752 | 增持 |
| 6 | AAPL | APPLE INC | $4.9M | 2.96% | 21,111 | 持平 |
| 7 | EFA | ISHARES TR | $4.5M | 2.73% | 54,310 | 减持 |
| 8 | LQD | ISHARES TR | $3.9M | 2.37% | 34,943 | 减持 |
| 9 | MBB | ISHARES TR | $3.8M | 2.30% | 39,823 | 增持 |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $3.7M | 2.24% | 73,467 | 增持 |
| 11 | IVE | ISHARES TR | $3.6M | 2.19% | 18,481 | 减持 |
| 12 | XLF | SELECT SECTOR SPDR TR | $3.2M | 1.91% | 70,170 | 增持 |
| 13 | IEUR | ISHARES TR | $3.1M | 1.88% | 51,283 | 增持 |
| 14 | BINC | BLACKROCK ETF TRUST II | $3.0M | 1.82% | 56,663 | 减持 |
| 15 | IWV | ISHARES TR | $3.0M | 1.79% | 9,094 | 减持 |
| 16 | QQQ | INVESCO QQQ TR | $2.6M | 1.56% | 5,320 | 减持 |
| 17 | JPIE | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.51% | 54,086 | 增持 |
| 18 | XLE | SELECT SECTOR SPDR TR | $2.4M | 1.42% | 26,804 | 减持 |
| 19 | MSFT | MICROSOFT CORP | $2.3M | 1.37% | 5,288 | 减持 |
| 20 | XLY | SELECT SECTOR SPDR TR | $2.2M | 1.30% | 10,804 | 减持 |
| 21 | URTH | ISHARES INC | $2.0M | 1.22% | 12,922 | 减持 |
| 22 | CLOA | BLACKROCK ETF TRUST II | $2.0M | 1.20% | 38,358 | 增持 |
| 23 | SPY | SPDR S&P 500 ETF TR | $1.9M | 1.14% | 3,318 | 持平 |
| 24 | IVV | ISHARES TR | $1.8M | 1.11% | 3,206 | 减持 |
| 25 | XLV | SELECT SECTOR SPDR TR | $1.8M | 1.09% | 11,789 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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