Girard Securities, Inc. 13F 持仓 · 最近申报 2017年Q3
Girard Securities 在 2017年Q3(报告期截至 2017-09-30)的 SEC 13F 申报中报告了 132 只证券,申报市值合计 1.13 亿美元。前几大持仓:SPY(14.14%)、IJR(4.24%)、GIM(4.07%)。本季前 25 大持仓中:增持 8 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $16.0M | 14.14% | 63,691 | 减持 |
| 2 | IJR | ISHARES TR | $4.8M | 4.24% | 64,618 | 增持 |
| 3 | GIM | TEMPLETON GLOBAL INCOME FD | $4.6M | 4.07% | 682,867 | 减持 |
| 4 | IJH | ISHARES TR | $4.4M | 3.89% | 24,614 | 增持 |
| 5 | SCHP | SCHWAB STRATEGIC TR | $4.0M | 3.55% | 72,655 | 减持 |
| 6 | BA | BOEING CO | $3.5M | 3.12% | 13,882 | 减持 |
| 7 | IEFA | ISHARES TR | $3.3M | 2.95% | 52,053 | 减持 |
| 8 | IEMG | ISHARES INC | $3.3M | 2.88% | 60,378 | 增持 |
| 9 | FNDF | SCHWAB STRATEGIC TR | $2.9M | 2.60% | 98,700 | 减持 |
| 10 | BSV | VANGUARD BD INDEX FD INC | $2.5M | 2.24% | 31,713 | 增持 |
| 11 | EMLP | FIRST TR EXCHANGE TRADED FD | $2.1M | 1.90% | 86,559 | 减持 |
| 12 | QQQ | POWERSHARES QQQ TRUST | $1.8M | 1.55% | 12,075 | 减持 |
| 13 | FEX | FIRST TR LRGE CP CORE ALPHA | $1.7M | 1.48% | 30,505 | 减持 |
| 14 | AAPL | APPLE INC | $1.6M | 1.39% | 10,226 | 减持 |
| 15 | QUAL | ISHARES TR | $1.5M | 1.36% | 19,958 | 增持 |
| 16 | FNDE | SCHWAB STRATEGIC TR | $1.4M | 1.25% | 49,287 | 增持 |
| 17 | T | AT&T INC | $1.4M | 1.24% | 35,809 | 减持 |
| 18 | BX | BLACKSTONE GROUP L P | $1.3M | 1.18% | 39,825 | 减持 |
| 19 | DON | WISDOMTREE TR | $1.3M | 1.11% | 12,542 | 减持 |
| 20 | ITA | ISHARES TR | $1.3M | 1.11% | 7,065 | 增持 |
| 21 | VIG | VANGUARD SPECIALIZED PORTFOL | $1.2M | 1.10% | 13,194 | 持平 |
| 22 | IVW | ISHARES TR | $1.1M | 1.01% | 8,005 | 减持 |
| 23 | EIX | EDISON INTL | $1.1M | 1.00% | 14,680 | 减持 |
| 24 | SCHD | SCHWAB STRATEGIC TR | $1.1M | 0.99% | 23,910 | 增持 |
| 25 | WSR | WHITESTONE REIT | $1.1M | 0.97% | 84,400 | 减持 |
来源:SEC 13F 申报文件 · 截至 2017-09-30
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