跳到正文

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
1AAPLAPPLE INC$127.9M4.81%664,314新建仓
2SCHGSCHWAB STRATEGIC TR$121.8M4.58%1.5M新建仓
3IVVISHARES TR$107.8M4.05%225,781新建仓
4SCHDSCHWAB STRATEGIC TR$95.8M3.60%1.3M新建仓
5QQQINVESCO QQQ TR$92.5M3.47%225,659新建仓
6NVDANVIDIA CORPORATION$82.9M3.11%167,355新建仓
7AMZNAMAZON COM INC$64.0M2.40%420,931新建仓
8SCHVSCHWAB STRATEGIC TR$54.2M2.04%773,436新建仓
9MSFTMICROSOFT CORP$53.0M1.99%140,964新建仓
10UNHUNITEDHEALTH GROUP INC$41.5M1.56%78,830新建仓
11SPYMSPDR SER TR$38.6M1.45%690,604新建仓
12AGGISHARES TR$34.7M1.31%349,960新建仓
13SPYSPDR S&P 500 ETF TR$34.8M1.31%72,859新建仓
14JPMJPMORGAN CHASE & CO$25.7M0.97%150,980新建仓
15GOOGLALPHABET INC$25.0M0.94%179,068新建仓
16SCHXSCHWAB STRATEGIC TR$23.4M0.88%415,673新建仓
17SPSMSPDR SER TR$23.5M0.88%556,863新建仓
18BRKBBERKSHIRE HATHAWAY INC DEL$23.0M0.86%64,372新建仓
19SCHBSCHWAB STRATEGIC TR$22.8M0.86%410,055新建仓
20QLDPROSHARES TR$22.7M0.85%298,215新建仓
21GTOINVESCO ACTIVELY MANAGED ETF$22.2M0.83%468,958新建仓
22VXUSVANGUARD STAR FDS$22.1M0.83%381,217新建仓
23XMHQINVESCO EXCHANGE TRADED FD T$21.4M0.80%241,330新建仓
24SHOPSHOPIFY INC$20.1M0.76%258,484新建仓
25IWRISHARES TR$18.7M0.70%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