Girard Partners Ltd. 13F 持仓 · 最近申报 2024年Q2
Girard Partners 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 259 只证券，申报市值合计 10.57 亿美元。前几大持仓：SPYM（7.40%）、VXUS（7.03%）、AAPL（6.63%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR PORTFOLIO SP 500 ETF | $78.2M | 7.40% | 1.2M | 增持 |
| 2 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $74.3M | 7.03% | 1.2M | 增持 |
| 3 | AAPL | APPLE INC COM | $70.1M | 6.63% | 332,700 | 减持 |
| 4 | MSFT | MICROSOFT CORP COM | $44.0M | 4.16% | 98,353 | 减持 |
| 5 | SPAB | SPDR PORTFOLIO AGGREGATE BOND ETF | $41.3M | 3.90% | 1.6M | 增持 |
| 6 | AMZN | AMAZON COM INC COM | $28.0M | 2.65% | 144,953 | 减持 |
| 7 | GOOGL | ALPHABET INC CAP STK CL A | $27.7M | 2.63% | 152,290 | 减持 |
| 8 | META | META PLATFORMS INC CL A | $22.5M | 2.13% | 44,602 | 减持 |
| 9 | SPTL | SPDR PORTFOLIO LONG TERM TREASURY ETF | $21.7M | 2.06% | 799,044 | 增持 |
| 10 | IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $20.9M | 1.98% | 463,275 | 增持 |
| 11 | XLE | ENERGY SELECT SECTOR SPDR FUND | $20.7M | 1.96% | 227,386 | 减持 |
| 12 | BLK | BLACKROCK INC COM | $17.8M | 1.69% | 22,625 | 减持 |
| 13 | AMAT | APPLIED MATLS INC COM | $17.2M | 1.63% | 72,995 | 减持 |
| 14 | NEE | NEXTERA ENERGY INC COM | $17.0M | 1.61% | 240,629 | 减持 |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC COM | $15.2M | 1.44% | 27,461 | 减持 |
| 16 | V | VISA INC COM CL A | $15.3M | 1.44% | 58,153 | 减持 |
| 17 | COST | COSTCO WHSL CORP NEW COM | $13.9M | 1.31% | 16,339 | 减持 |
| 18 | UNH | UNITEDHEALTH GROUP INC COM | $12.9M | 1.22% | 25,391 | 减持 |
| 19 | AVGO | BROADCOM INC COM | $12.2M | 1.15% | 7,571 | 增持 |
| 20 | AMT | AMERICAN TOWER CORP NEW COM | $12.1M | 1.14% | 62,011 | 增持 |
| 21 | REGN | REGENERON PHARMACEUTICALS COM | $11.4M | 1.08% | 10,818 | 减持 |
| 22 | ROP | ROPER TECHNOLOGIES INC COM | $11.0M | 1.04% | 19,560 | 减持 |
| 23 | MUB | ISHARES NATIONAL MUNI BOND ETF | $10.1M | 0.96% | 94,979 | 减持 |
| 24 | SPGI | SP GLOBAL INC COM | $10.2M | 0.96% | 22,805 | 减持 |
| 25 | CRM | SALESFORCE INC COM | $9.7M | 0.91% | 37,597 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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