Foresight Wealth Management, LLC 13F 持仓 · 最近申报 2022年Q4
Foresight Wealth Management 在 2022年Q4(报告期截至 2022-12-31)的 SEC 13F 申报中报告了 15 只证券,申报市值合计 697.98 万美元。前几大持仓:SPYV(16.65%)、SPYG(14.61%)、AAPL(11.90%)。本季前 25 大持仓中:减持 15 只、清仓 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SER TR | $1.2M | 16.65% | 29,880 | 减持 |
| 2 | SPYG | SPDR SER TR | $1.0M | 14.61% | 20,121 | 减持 |
| 3 | AAPL | APPLE INC | $830,313 | 11.90% | 6,390 | 减持 |
| 4 | SPDW | SPDR INDEX SHS FDS | $759,520 | 10.88% | 25,582 | 减持 |
| 5 | PXH | INVESCO EXCH TRADED FD TR II | $627,547 | 8.99% | 35,616 | 减持 |
| 6 | MDYV | SPDR SER TR | $383,479 | 5.49% | 5,925 | 减持 |
| 7 | MDYG | SPDR SER TR | $379,310 | 5.43% | 5,805 | 减持 |
| 8 | PFFD | GLOBAL X FDS | $291,639 | 4.18% | 15,056 | 减持 |
| 9 | FSK | FS KKR CAP CORP | $280,964 | 4.03% | 16,055 | 减持 |
| 10 | USRT | ISHARES TR | $273,501 | 3.92% | 5,531 | 减持 |
| 11 | ACWV | ISHARES INC | $235,806 | 3.38% | 2,482 | 减持 |
| 12 | SLYV | SPDR SER TR | $218,018 | 3.12% | 2,937 | 减持 |
| 13 | LAND | GLADSTONE LD CORP | $198,992 | 2.85% | 10,844 | 减持 |
| 14 | CION | CION INVT CORP | $167,739 | 2.40% | 17,204 | 减持 |
| 15 | SOFI | SOFI TECHNOLOGIES INC | $151,351 | 2.17% | 32,831 | 减持 |
| 16 | ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | 清仓 |
| 17 | AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | 清仓 |
| 18 | ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | 清仓 |
| 19 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | 清仓 |
| 20 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | 清仓 |
| 21 | BAC | BK OF AMERICA CORP | $0 | 0.00% | 0 | 清仓 |
| 22 | BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | 清仓 |
| 23 | BGB | BLACKSTONE STRATEGIC CREDIT | $0 | 0.00% | 0 | 清仓 |
| 24 | BGH | BARINGS GLOBAL SHORT DURATIO | $0 | 0.00% | 0 | 清仓 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2022-12-31
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