Focus Financial Network Inc 13F 持仓 · 最近申报 2023年Q4
Focus Financial Network 在 2023年Q4(报告期截至 2023-12-31)的 SEC 13F 申报中报告了 710 只证券,申报市值合计 26.61 亿美元。前几大持仓:AAPL(4.81%)、SCHG(4.58%)、IVV(4.05%)。本季前 25 大持仓中:新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $127.9M | 4.81% | 664,314 | 新建仓 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $121.8M | 4.58% | 1.5M | 新建仓 |
| 3 | IVV | ISHARES TR | $107.8M | 4.05% | 225,781 | 新建仓 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $95.8M | 3.60% | 1.3M | 新建仓 |
| 5 | QQQ | INVESCO QQQ TR | $92.5M | 3.47% | 225,659 | 新建仓 |
| 6 | NVDA | NVIDIA CORPORATION | $82.9M | 3.11% | 167,355 | 新建仓 |
| 7 | AMZN | AMAZON COM INC | $64.0M | 2.40% | 420,931 | 新建仓 |
| 8 | SCHV | SCHWAB STRATEGIC TR | $54.2M | 2.04% | 773,436 | 新建仓 |
| 9 | MSFT | MICROSOFT CORP | $53.0M | 1.99% | 140,964 | 新建仓 |
| 10 | UNH | UNITEDHEALTH GROUP INC | $41.5M | 1.56% | 78,830 | 新建仓 |
| 11 | SPYM | SPDR SER TR | $38.6M | 1.45% | 690,604 | 新建仓 |
| 12 | AGG | ISHARES TR | $34.7M | 1.31% | 349,960 | 新建仓 |
| 13 | SPY | SPDR S&P 500 ETF TR | $34.8M | 1.31% | 72,859 | 新建仓 |
| 14 | JPM | JPMORGAN CHASE & CO | $25.7M | 0.97% | 150,980 | 新建仓 |
| 15 | GOOGL | ALPHABET INC | $25.0M | 0.94% | 179,068 | 新建仓 |
| 16 | SCHX | SCHWAB STRATEGIC TR | $23.4M | 0.88% | 415,673 | 新建仓 |
| 17 | SPSM | SPDR SER TR | $23.5M | 0.88% | 556,863 | 新建仓 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $23.0M | 0.86% | 64,372 | 新建仓 |
| 19 | SCHB | SCHWAB STRATEGIC TR | $22.8M | 0.86% | 410,055 | 新建仓 |
| 20 | QLD | PROSHARES TR | $22.7M | 0.85% | 298,215 | 新建仓 |
| 21 | GTO | INVESCO ACTIVELY MANAGED ETF | $22.2M | 0.83% | 468,958 | 新建仓 |
| 22 | VXUS | VANGUARD STAR FDS | $22.1M | 0.83% | 381,217 | 新建仓 |
| 23 | XMHQ | INVESCO EXCHANGE TRADED FD T | $21.4M | 0.80% | 241,330 | 新建仓 |
| 24 | SHOP | SHOPIFY INC | $20.1M | 0.76% | 258,484 | 新建仓 |
| 25 | IWR | ISHARES TR | $18.7M | 0.70% | 241,072 | 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