Geller Advisors LLC 13F 持仓 · 最近申报 2024年Q4
Geller Advisors 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 253 只证券，申报市值合计 15.22 亿美元。前几大持仓：VOO（40.84%）、DBEF（16.06%）、SPY（9.34%）。本季前 25 大持仓中：增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $621.6M | 40.84% | 1.2M | 增持 |
| 2 | DBEF | DBX ETF TR | $244.4M | 16.06% | 5.9M | 增持 |
| 3 | SPY | SPDR S&P 500 ETF TR | $142.1M | 9.34% | 241,658 | 减持 |
| 4 | IWD | ISHARES TR | $67.9M | 4.46% | 367,037 | 减持 |
| 5 | IWM | ISHARES TR | $47.9M | 3.15% | 216,800 | 增持 |
| 6 | AGG | ISHARES TR | $31.1M | 2.05% | 321,417 | 增持 |
| 7 | PRF | INVESCO EXCHANGE TRADED FD T | $20.6M | 1.36% | 511,883 | 增持 |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $19.7M | 1.30% | 112,515 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $19.5M | 1.28% | 46,296 | 减持 |
| 10 | IWO | ISHARES TR | $17.1M | 1.12% | 59,334 | 增持 |
| 11 | AAPL | APPLE INC | $16.5M | 1.08% | 65,700 | 减持 |
| 12 | QQQ | INVESCO QQQ TR | $14.7M | 0.96% | 28,720 | 增持 |
| 13 | VO | VANGUARD INDEX FDS | $13.8M | 0.90% | 52,086 | 持平 |
| 14 | OEF | ISHARES TR | $11.7M | 0.77% | 40,390 | 增持 |
| 15 | IJR | ISHARES TR | $11.5M | 0.75% | 99,570 | 增持 |
| 16 | NVDA | NVIDIA CORPORATION | $9.4M | 0.62% | 70,196 | 减持 |
| 17 | MS | MORGAN STANLEY | $7.0M | 0.46% | 55,388 | 减持 |
| 18 | AMZN | AMAZON COM INC | $6.1M | 0.40% | 27,621 | 减持 |
| 19 | GOOGL | ALPHABET INC | $6.1M | 0.40% | 32,036 | 减持 |
| 20 | GOOG | ALPHABET INC | $5.2M | 0.34% | 27,549 | 增持 |
| 21 | META | META PLATFORMS INC | $4.5M | 0.30% | 7,727 | 减持 |
| 22 | ITW | ILLINOIS TOOL WKS INC | $4.2M | 0.28% | 16,504 | 增持 |
| 23 | IVV | ISHARES TR | $4.3M | 0.28% | 7,338 | 持平 |
| 24 | MA | MASTERCARD INCORPORATED | $4.2M | 0.27% | 7,921 | 减持 |
| 25 | COST | COSTCO WHSL CORP NEW | $4.0M | 0.26% | 4,340 | 减持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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