Gateway Advisory, LLC 13F 持仓 · 最近申报 2024年Q3
Gateway Advisory 在 2024年Q3(报告期截至 2024-09-30)的 SEC 13F 申报中报告了 131 只证券,申报市值合计 6.20 亿美元。前几大持仓:SHV(9.75%)、BRKB(8.08%)、IBDY(7.25%)。本季前 25 大持仓中:增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $60.5M | 9.75% | 546,560 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $50.1M | 8.08% | 108,863 | 减持 |
| 3 | IBDY | ISHARES TR | $45.0M | 7.25% | 1.7M | 增持 |
| 4 | IBDW | ISHARES TR | $34.3M | 5.53% | 1.6M | 增持 |
| 5 | IBDX | ISHARES TR | $34.3M | 5.53% | 1.3M | 增持 |
| 6 | IBDV | ISHARES TR | $34.2M | 5.51% | 1.5M | 增持 |
| 7 | IBDU | ISHARES TR | $22.2M | 3.57% | 942,319 | 增持 |
| 8 | IBDT | ISHARES TR | $22.0M | 3.55% | 861,339 | 增持 |
| 9 | PDP | INVESCO EXCHANGE TRADED FD T | $21.9M | 3.54% | 212,409 | 减持 |
| 10 | XLU | SELECT SECTOR SPDR TR | $20.2M | 3.25% | 249,500 | 增持 |
| 11 | IBDS | ISHARES TR | $15.3M | 2.46% | 626,432 | 增持 |
| 12 | EWJ | ISHARES INC | $12.9M | 2.07% | 179,798 | 增持 |
| 13 | AAPL | APPLE INC | $12.3M | 1.98% | 52,667 | 减持 |
| 14 | EMHY | ISHARES INC | $11.8M | 1.91% | 303,324 | 减持 |
| 15 | IBDR | ISHARES TR | $10.7M | 1.73% | 441,732 | 增持 |
| 16 | IAU | ISHARES GOLD TR | $9.0M | 1.46% | 181,878 | 减持 |
| 17 | MLN | VANECK ETF TRUST | $8.9M | 1.44% | 489,013 | 增持 |
| 18 | AGG | ISHARES TR | $7.8M | 1.26% | 77,031 | 减持 |
| 19 | MSFT | MICROSOFT CORP | $7.4M | 1.19% | 17,106 | 减持 |
| 20 | INDY | ISHARES TR | $7.2M | 1.16% | 128,165 | 减持 |
| 21 | AMZN | AMAZON COM INC | $6.8M | 1.10% | 36,738 | 减持 |
| 22 | CAT | CATERPILLAR INC | $6.8M | 1.09% | 17,363 | 减持 |
| 23 | FXR | FIRST TR EXCHANGE TRADED FD | $6.7M | 1.08% | 88,590 | 减持 |
| 24 | FXD | FIRST TR EXCHANGE TRADED FD | $6.2M | 1.00% | 98,357 | 增持 |
| 25 | IBMR | ISHARES TR | $6.1M | 0.99% | 240,357 | 增持 |
来源:SEC 13F 申报文件 · 截至 2024-09-30
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