Ford Financial Group, LLC 13F 持仓 · 最近申报 2023年Q1
Ford Financial Group 在 2023年Q1(报告期截至 2023-03-31)的 SEC 13F 申报中报告了 7 只证券,申报市值合计 235.87 万美元。前几大持仓:SPYV(20.99%)、SPYG(16.25%)、NTSX(14.58%)。本季前 25 大持仓中:减持 7 只、清仓 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SER TR | $495,063 | 20.99% | 12,158 | 减持 |
| 2 | SPYG | SPDR SER TR | $383,398 | 16.25% | 6,926 | 减持 |
| 3 | NTSX | WISDOMTREE TR | $343,925 | 14.58% | 9,810 | 减持 |
| 4 | SLYV | SPDR SER TR | $299,427 | 12.69% | 3,931 | 减持 |
| 5 | SPTM | SPDR SER TR | $290,973 | 12.34% | 5,770 | 减持 |
| 6 | SPY | SPDR S&P 500 ETF TR | $280,050 | 11.87% | 684 | 减持 |
| 7 | VTI | VANGUARD INDEX FDS | $265,872 | 11.27% | 1,303 | 减持 |
| 8 | AAPL | APPLE INC | $0 | 0.00% | 0 | 清仓 |
| 9 | ACTV | TWO RDS SHARED TR | $0 | 0.00% | 0 | 清仓 |
| 10 | ADBE | ADOBE SYSTEMS INCORPORATED | $0 | 0.00% | 0 | 清仓 |
| 11 | ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | 清仓 |
| 12 | AGGY | WISDOMTREE TR | $0 | 0.00% | 0 | 清仓 |
| 13 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | 清仓 |
| 14 | BBAG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | 清仓 |
| 15 | BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | 清仓 |
| 16 | BOND | PIMCO ETF TR | $0 | 0.00% | 0 | 清仓 |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | 清仓 |
| 18 | CCD | CALAMOS DYNAMIC CONV & INCOM | $0 | 0.00% | 0 | 清仓 |
| 19 | CHI | CALAMOS CONV OPPORTUNITIES & | $0 | 0.00% | 0 | 清仓 |
| 20 | CLM | CORNERSTONE STRATEGIC VALUE | $0 | 0.00% | 0 | 清仓 |
| 21 | COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | 清仓 |
| 22 | CRF | CORNERSTONE TOTAL RETURN FD | $0 | 0.00% | 0 | 清仓 |
| 23 | CSCO | CISCO SYS INC | $0 | 0.00% | 0 | 清仓 |
| 24 | CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | 清仓 |
| 25 | CWBC | CENTRAL VY CMNTY BANCORP | $0 | 0.00% | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2023-03-31
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