Frontier Wealth Management LLC 13F 持仓 · 最近申报 2022年Q2
Frontier Wealth Management 在 2022年Q2(报告期截至 2022-06-30)的 SEC 13F 申报中报告了 391 只证券,申报市值合计 13.78 亿美元。前几大持仓:IEF(4.91%)、BIL(4.89%)、SCHX(4.83%)。本季前 25 大持仓中:新建仓 4 只、增持 11 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IEF | ISHARES TR | $67.6M | 4.91% | 661,050 | 新建仓 |
| 2 | BIL | SPDR SER TR | $67.4M | 4.89% | 736,225 | 减持 |
| 3 | SCHX | SCHWAB STRATEGIC TR | $66.6M | 4.83% | 1.5M | 增持 |
| 4 | AAPL | APPLE INC | $54.8M | 3.98% | 401,022 | 增持 |
| 5 | BAC | BK OF AMERICA CORP | $41.0M | 2.98% | 1.3M | 增持 |
| 6 | MSFT | MICROSOFT CORP | $35.0M | 2.54% | 136,461 | 增持 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $30.4M | 2.21% | 380,399 | 新建仓 |
| 8 | VEA | VANGUARD TAX-MANAGED INTL FD | $29.4M | 2.14% | 720,955 | 增持 |
| 9 | GDX | VANECK ETF TRUST | $29.1M | 2.12% | 1.1M | 增持 |
| 10 | DVN | DEVON ENERGY CORP NEW | $28.2M | 2.05% | 511,155 | 减持 |
| 11 | GPRK | GEOPARK LTD | $28.2M | 2.05% | 2.2M | 减持 |
| 12 | PG | PROCTER AND GAMBLE CO | $25.7M | 1.87% | 178,714 | 增持 |
| 13 | VB | VANGUARD INDEX FDS | $25.6M | 1.86% | 145,598 | 新建仓 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $22.6M | 1.64% | 82,896 | 减持 |
| 15 | PDBC | INVESCO ACTVELY MNGD ETC FD | $22.3M | 1.62% | 1.2M | 新建仓 |
| 16 | AMZN | AMAZON COM INC | $17.9M | 1.30% | 168,757 | 增持 |
| 17 | SPAB | SPDR SER TR | $16.2M | 1.17% | 613,555 | 减持 |
| 18 | COST | COSTCO WHSL CORP NEW | $15.8M | 1.15% | 33,034 | 增持 |
| 19 | SPMD | SPDR SER TR | $15.2M | 1.11% | 383,937 | 减持 |
| 20 | GOOGL | ALPHABET INC | $14.3M | 1.04% | 6,563 | 增持 |
| 21 | MDY | SPDR S&P MIDCAP 400 ETF TR | $13.0M | 0.94% | 31,400 | 持平 |
| 22 | XOM | EXXON MOBIL CORP | $12.8M | 0.93% | 149,401 | 减持 |
| 23 | SLV | ISHARES SILVER TR | $12.5M | 0.91% | 672,324 | 增持 |
| 24 | UMBF | UMB FINL CORP | $12.6M | 0.91% | 145,827 | 减持 |
| 25 | JNJ | JOHNSON & JOHNSON | $12.3M | 0.89% | 69,399 | 减持 |
来源:SEC 13F 申报文件 · 截至 2022-06-30
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